Source: 9to5Mac
Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a new report.
Article URL: https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc Comments URL: https://news.ycombinator.com/item?id=46633488 Points: 6 Comments: 0...
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI comp...
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....
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