@Omega88:AI: The next big thing? Recently, $Taiwan Semiconductor Manufacturing(TSM)$ has reported its Q3 earnings. We can see most of the monthly revenue are down yoy. Furthermore, the net profit margin based on net income/gross income is also on a downtrend with slight improvement for Q3 2023 (from Q2 2022: 46.5%, Q1 2023: 40.0%, Q2 2023: 37.8%, Q3 2023: 38.6%) The escalating tensions between US and China is likely to affect the semiconductor industries and export bans may lead to further downside for most semiconductor companies such as $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$