Taiwan Tech Weekly: TSMC's Affiliate Shows Hyperscalers' Shift to Reduce Nvidia Dependence

Smartkarma01-31 10:59

⬆ TSMC (Taiwan Semiconductor Manufacturing) - ADR - ​Taiwan's ASIC leaders are capitalizing on AI chip demand, with Macronix seeing a turnaround in NOR flash cycle as AI infrastructure shapes memory demand. UMC deliversr flat revenue in 1Q26.


Continue reading on Smartkarma:- https://www.smartkarma.com/insights/taiwan-tech-weekly-tsmc-s-affiliate-shows-hyperscalers-shift-to-reduce-nvidia-dependence?utm_source=tiger_community

By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community

On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community

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