每一家领先的芯片制造商，我们说的是TSMC、Samsung、SK Hynix和Intel，都依赖ASML的机器，没有可以转向的替代供应商。
Every leading chipmaker, and we're talking about TSMC, Samsung, SK Hynix and Intel, relies on ASML machines with no alternative suppliers to switch to.
那么，我要谈谈TSMC。对于不熟悉它的人来说，TSMC是一家制造企业，也是最大的半导体产品制造商。以Nvidia为例，它只设计芯片，并不制造芯片。他们做出设计或方案，然后交给TSMC，由TSMC来实现和制造。
这件事最好的地方在于，TSMC是无可争议的领导者，在AI加速器领域占据最大的市场份额。这主要是因为TSMC不设计自己的芯片，它不是竞争对手。其他有能力生产这类产品的制造企业，实际上都以某种方式与其他某个行业存在竞争，不是吗？
So, I'm going to talk about TSMC. TSMC, for those who are not familiar with it, is a manufacturing company and the largest manufacturer of semiconductor products. Nvidia, for example, only designs chips.
They do not manufacture them. They create a design or plan and send it to TSMC, and TSMC implements and builds it. The best thing about this is that TSMC is the undisputed leader, holding the largest market share in AI accelerators.
This is mainly because TSMC does not design its own chips. It is not a competitor. The only other manufacturing companies capable of producing these types of products are actually competing in one way or another with some other industry, aren't they?