⬆ TSMC (Taiwan Semiconductor Manufacturing) - Google had quite a week. About half of Anthropic's US$807bn compute plan is going to Google's TPUs, OpenAI apparently wants to buy them too, and Oracle is putting them in its cloud.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/the-blade-weekly-sk-hynix-sells-out-memory-through-2029-as-memory-costs-cut-intel-s-pc-outlook?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) (TSM):- https://www.smartkarma.com/entities/tsmc-taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community
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