TSMC is executing flawlessly and becoming the only foundry needed for new AI and smartphone chips

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  Posted by Two Blokes Jul 18 - Filed in Stock - 11 views
  
  Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.S. and the introduction of 2nm smartphone chips.