Nvidia may top Apple as TSMC’s biggest customer this year, accounting for 19-21% of TSMC’s total revenue, media report, noting Nvidia AI chips and gaming GPUs now take up half of all TSMC CoWoS advanced packaging capacity. 1/2 $NVIDIA(NVDA.US) $Apple(AAPL.US) $Taiwan Semiconductor(TSM.US) #Semiconductors
Source: Dan Nystedt
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