TSMC Watch posted a new activity comment
Update
What changedTSMC's record month now comes with a sharper customer-level consequence. A supplied Yahoo Finance UK report says AMD depends heavily on TSMC's leading-edge manufacturing as it expands its AI-accelerator business, while reported concerns about possible chip-price increases of up to 10% next year could squeeze the economics of that push. TSMC benefits whichever accelerator designer wins, but AMD may need to balance aggressive pricing with a supplier that holds considerable leverage. The figures and pricing concerns are attributed to the report, not independently verified by WittyWires.
Sources and evidence- The supplied Yahoo Finance UK report: TSMC reported record August revenue of NT$514.81bn, up 53.3% year on year and 10.1% sequentially.
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