shawnee_zx
shawnee_zx
No personal profile
4Follow
1Followers
0Topic
0Badge
orite
Great ariticle, would you like to share it?
@ElsieDewey:$Taiwan Semiconductor Manufacturing(TSM)$ TSM’s #2 customer Nvidia, just behind TSM's #1 customer Apple, could in all probability be paying upwards of $10+ billion this year for TSM to make their chips. (Nvidia paid TSMC $7.73 billion in 2023 per SEC filing) Taking into account how Nvidia alone accounted for only 11% of TSM’s revenue mix in 2023, one can extrapolate that TSM’s #2 customer moves up the stack as the lag time to build + strong order pipeline into 2H24 and 1H 2025 goes up significantly over the “just getting started” output for 2023.  AMD is also likely moving up the stack nicely at TSM on ramped orders for their chips. The list of orders and customers appears stronger at TSM as never before.&nb
keep it up
keep it up
avatarshawnee_zx
2022-09-10
miss HM vy much..
Sorry, the original content has been removed
avatarshawnee_zx
2022-06-27
nice
Nvidia Stock: Still Uncomfortably Expensive after 50% Haircut
avatarshawnee_zx
2022-06-23
sad
Tesla China to Lay off About 10% of Workforce, Report Says
avatarshawnee_zx
2022-06-23
nice
Sorry, the original content has been removed
avatarshawnee_zx
2022-06-22
great
Sorry, the original content has been removed
avatarshawnee_zx
2022-06-10
great
Sorry, the original content has been removed
avatarshawnee_zx
2022-06-10
nice
Sorry, the original content has been removed

Go to Tiger App to see more news