TSMC is expected to continue winning AI chip orders from Google, Nvidia, AMD, others after a stellar 2nd quarter in which AI accounted for US$8.78 billion of revenue, up 367% from last year, media report, adding revenue for HPC (high performance computing) overall was $9.26 billion, up 9.8%. TSMC is expected to manufacture Google’s latest AI server chip (Ironwood), Nvidia’s RTX Pro server chip, more. $Taiwan Semiconductor(TSM.US) $Alphabet(GOOGL.US) $NVIDIA(NVDA.US)
Source: Dan Nystedt
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