Below, we take a look atTSMC (TSM), a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score. It's also important to note that Style Scores work as a complement to ...
Therefore a few hundred H100 accelerators are probably a good investment. So much better if TSMC had a very inefficient system until now. 40,000 CPUs, huh? Does than mean processing on CPUs, not GPUs? It's unclear what the role of AI is in this processing. Maybe it can identify many ...
Geopolitical concerns cast a shadow over the outlook, given trade tensions and the likely impact of this year's US presidential election. Lee said it is currently unclear whether TSMC's strong orders are mainly driven by terminal demand for artificial intelligence products, or whether US customers ...
This puts TSMC in a great position, as even competitors likeIntelcome to it to manufacture the chips that go into their products. Because TSMC consistently pushes the limits of chip technology and introduces new manufacturing innovations time after time, it has affirmed itself as a top ...
TSM.N is deploying all available resources to fully resume production after the earthquake today (4/3). Production is expected to resume after tonight. A small number of tools were damaged in some of the company's facilities. Critical tools, including all EUV, are estimated to be undamaged ...
(2) The Universal Chiplet Interconnect Express (UCIe) consortium has specified a die-to-die interconnect standard to establish an open Chiplet ecosystem. The charter members of the consortium include: ASE, AMD, Arm, Google Cloud, Intel, Meta, Microsoft, Qualcomm, Samsung, and TSMC. UCIe is ...
Yes not written in stone like 10 Commandments, but anyone with a brain will know that TSMC N3E without GAA+PowerVia will not be able to move (backward) to FinFET, there is no way Intel will make this investment, is not 10 Commandments but it is the rules of Economic, So it is ...
Taiwan:TSMC (6.7% of Fund net assets*), the fund’s largest position and a key player in Taiwan’s market, is central to the AI-driven structural growth story and remains highly sensitive to global AI valuation trends. While we continue to believe in the uniqueness of TSMC’s positioning...
no. a regulation is specific. it’s no different than a speed limit. you’ve said quite a few times that of the 35,000 components that are in your supercomputer, eight are from tsmc. when i hear that, i think that must be a tiny fraction. are you downplaying your reliance on tsmc...
In response to the latest situation at the company after the earthquake in Hualien, Taiwan, TSMC told the “Science and Technology Innovation Board Daily” reporter that the recovery rate of the company's fab equipment today has exceeded 80%, and newly built fab plants (such as Wafer 18) ...