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Taiwan Semiconductor (TSMC)
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Tech News: Semi Revised Up, TSMC CoWoS up 3x, Hynix Speeding up for Nvidia, Intel 18A Behind TSMC N2
Equity Bottom-Up
627 Views
08 Dec 2024 02:42
Semi revised up for 2024 and 2025, with AI demand exceeding expectations. Taiwan AI Server ODM revenues continue to soar. Samsung, Hynix, TSMC gearing up for increased AI demand in 2026.
What is covered in the Full Insight:
Introduction to Semiconductor Market Trends
AI Server Market Growth
Apple's Modem Development
Intel vs. TSMC Process Nodes
China's Automotive Chip Localization
SUMMARY
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Full Insight
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