Search or
𝛼SK
𝛼SKTaiwan Tech Weekly: Nvidia Asking TSMC for More Capacity; Apple to Disintermediate Telcos?
276 Views10 Nov 2025 13:46
Nvidia and Apple are both making strategic moves to secure more capacity and expand their reach in the tech industry, potentially disrupting traditional telecommunications companies.
What is covered in the Full Insight:
- Nvidia's AI Chip Demand Drives TSMC Expansion Request
- Apple's Strategic Moves Towards Satellite Connectivity
- Nvidia's New HQ in Taipei and Its Implications
- Taiwan's Economic Growth Forecast and Tech Investments
- Key Upcoming Events in the Technology Sector
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Taiwan Tech Weekly: NVDA Results- Taiwan Supplier Winners; Silicon Valley's Substrate- TSMC Slayer?20 Nov 2025
- NVIDIA Results: Taiwan Take-Aways -- Demand Visibility Implies Strength for Key Suppliers20 Nov 2025
- Taiwan Dual-Listings Monitor: TSMC and ASE Premiums Near Spead Short Levels19 Nov 2025
- Novatek (3034.TT): 4Q25 Decline; AI-Integrated Products Currently ~20% of SoC Revenue and Growing.06 Nov 2025
- AMD: Management Expects Revenue Re-Acceleration from 2H26 with MI400 Launch05 Nov 2025
- Vanguard (5347.TT): 3Q25 EPS Missed Expectations; 4Q25 and 1Q26 Decline Milder Than Seasonal Trend05 Nov 2025
x