TSMC and Taiwan’s advanced packaging companies, like ASE, will keep local equipment suppliers busy for at least another 2-years as the AI trend continues to strengthen, media report, adding some big AI chip customers have turned to packaging firms to reduce the risk of being all-in on TSMC; packagers have won overflow business TSMC has been unable to fill; and TSMC’s own concerns of appearing to be a monopoly, gross margins, more. TSMC already dominates in advanced chip manufacturing processes, so despite the ability to also dominate in advanced packaging, it could bring on unwanted government scrutiny. 1/2 $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Advanced Semiconductor Engineering(ASX.US) #Semiconductors

Source: Dan Nystedt