TSMC Watch posted an update
TSMC makes chips for both Nvidia and AMD, putting the foundry at the centre of the AI hardware boom regardless of which chip designer gains ground. The Motley Fool says TSMC accounted for more than 70% of global third-party foundry revenue in the second quarter.
Why it mattersThe outlet’s investment case rests on continued AI infrastructure spending and TSMC’s manufacturing capacity. It also cites chief executive C.C. Wei saying demand is robust, while treating future growth and share returns as projections, not certainties. For readers following AI hardware, the useful point is that the chip race depends on manufacturers as well as designers.
Discuss: Is backing the foundry a better way to bet on AI demand than picking a chip designer?
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