$NVIDIA Corp(NVDA)$ I think Nv

I think Nvidia is all set to cross 150-160. They recently announced that Ruben and BlackWell Ultra production has been brought up by 6 months, and TSM $Taiwan Semiconductor Manufacturing(TSM)$ has scaled its processes to allow 12 HBM4 memory stacks on 3mm wafers to scale Ruben production. This is a massive news. They have absolutely zero competition right now, and this news is only going to further dissuade anyone trying to compete with them.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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