KienBoon
03-03

$Taiwan Semiconductor Manufacturing(TSM)$  

What's going on with this TSMC? Oh no. Anyone knows why it keeps going downwards ? Sad indeed. 

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Comments

  • wangwwer
    03-03
    wangwwer
    台积电和英伟达高度捆绑,一荣俱荣一损俱损。
    • KienBoonReplywangwwer
      I see. No wonder TSMC has decided to go ahead with the additional Fabs in US. Hope it is on the right direction moving forward to sustain its growth and expansion.
    • wangwwerReplyKienBoon
      苹果手机的全球销量越来越少了,至于AMD这家公司的GPU产品全球市场占比还不到5%,这些客户无法弥补英伟达芯片需求饱和带来的营收和利润的减少。
    • KienBoonReply华尔街正版日报
      TSMC has other huge consumers like Apple and AMD. Shouldn't be so high proportion for Nividia. Thanks. Hope that TMSC will U Turn soon.
    • wangwwerReply华尔街正版日报
      台积电先进制程70%产能留给了英伟达。
    • 华尔街正版日报
      英伟达的订单占台积电比例没那么高吧?
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