News Nvidia to become the world's largest semiconductor firm in 2023, according to TSMC chairman

[Admin]

TSMC's chairman predicts that Nvidia will stand as the largest firm in the chipmaking world by the end of the year.

Nvidia to become the world's largest semiconductor firm in 2023, according to TSMC chairman : Read more

 

[elforeign]

Interesting article, no doubt AI/ML has rocketed NVIDIA into a new sphere with all the demand for their chips. Certainly, they are mainly being hampered in sales and revenue by the amount of chips they can produce in any given quarter and looking ahead, the ramifications of import/export restrictions not only for their end product, but also up and down the supply chain with raw material procurement.

Can't say what it will mean for their stock price, but it will be interesting to see how they continue to develop their professional lines and the R&D to make/improve their product lines.

 

[Co BIY]

I see opportunities (and pressure) for TSMC to increase it's margins.