“98% of Investors Miss The REAL AI Winners (My Full Map)”
TSM benefits regardless of which AI architecture wins as it supplies both sides; 2/3 of revenue is from AI/HPC.
This means that the real winners are the companies that supply both producers. Taiwan Semiconductor Manufacturing Company (TSM) manufactures chips for both sides, with two-thirds of its revenue now coming from artificial intelligence and high-performance computing.
Taiwan Semiconductor Manufacturing Company (TSM) manufactures chips for both sides, with two-thirds of its revenue now coming from artificial intelligence and high- performance computing.