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TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter

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TSMC had a record quarter, but it can't make chips for everyone as Nvidia, Apple, Broadcom and AMD fight for capacity.

Chronology

  1. TSMC chip capacity is ‘fierce’ battleground for AI customers, amid record quarter

    Report published · Retained

    TSMC had a record quarter, but it can't make chips for everyone as Nvidia, Apple, Broadcom and AMD fight for capacity.

    Reduced historical snapshot.

  2. Chip Leader TSMC Delivers Beat-And-Raise Third-Quarter Report

    Report published · Retained

    TSMC beat estimates for the third quarter and guided above views for the current period.

    Reduced historical snapshot.

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