Taiwan Semi (TSM): Imploding Demand From Major Customers: $150B Gen-AI to the Rescue

Taiwan Semi (TSM): Imploding Demand From Major Customers: $150B Gen-AI to the Rescue

malerapaso/iStock via Getty Images The drastic normalization cadence is here, with TSM naturally affected We previously covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in April 2023, suggesting that the probable recession may be a more pressing matter than geopolitical risks. This is due to the potential impact on its top and bottom line, made worse…

Nvidia and AMD: AI Updates from Taiwan Semiconductor’s (NASDAQ:NVDA) Q2 Earnings

Nvidia and AMD: AI Updates from Taiwan Semiconductor’s (NASDAQ:NVDA) Q2 Earnings

MF3d Taiwan Semiconductor Manufacturing Company Limited (TSM) (“TSMC”) reported yesterday (July 20, 2023) its second quarter 2023 earnings. TSMC’s revenue reduction guidance for the year sent to Nvidia Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (Nasdaq:AMD) the shares collapse. However, TSMC’s commentary on the future of artificial intelligence (“AI”) chips has not received the same…

Taiwan suspects that Chinese ships have cut the islands’ internet cables

Taiwan suspects that Chinese ships have cut the islands’ internet cables

NANGAN, Taiwan (AP) For the past month, bed and breakfast owner Chen Yu-lin has had to tell his guests that he couldn’t provide them with the Internet. Others living in Matsu, one of Taiwan’s outlying islands closest to neighboring China, have struggled to pay electricity bills, make a doctor’s appointment, or receive a package. To…