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Posted by
Two Blokes Jul 18 -
Filed in
Stock
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TSMC dominates AI chip manufacturing with over 90% market share, leveraging advanced technology and strong customer relationships with Nvidia, Apple, and AMD. Stellar Q2 results highlight robust AI demand, with revenue up 44.4% YoY and management raising full-year growth guidance to 30%. The company's proven ability to consistently generate strong profits demonstrates its economies of scale, cost efficiency, and pricing power due to its leadership position in chip manufacturing.
