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Taiwan Semiconductor (TSMC)
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Tech News This Week: Smartphone, Mediatek, Nvidia, Qualcomm, TSMC, Super Micro, SK Hynix, Samsung
Equity Bottom-Up
1.1k Views
24 Nov 2024 03:18
Smartphone demand remains slow. Nvidia and Qualcomm AI PC chips launched mid 2025. Nvidia allocation of TSMC CoWoS remains at 60% in 2025, capacity doubles, Data Center GPU revenue will double?
What is covered in the Full Insight:
Introduction
Smartphone Market Analysis
AI PC Chip Development
TSMC and Nvidia Collaborations
Memory Technology Advancements
SUMMARY
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Full Insight
(Paid Plans Only, 9-minute read)
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