yansuji
03-15

$Taiwan Semiconductor Manufacturing(TSM)$

$Apple(AAPL)$ I do not expect much from the upcoming WWDC for commercial production. But there could be news for 2025. $Taiwan Semiconductor Manufacturing(TSM)$ will do 2nm risk production in the 4th quarter and aapl will buy them all. Could hear about increasing unified memory size for larger ai modeling and better bus throughput or new high performance M3.

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