$Taiwan Semiconductor(TSM.US) continues its aggressive capital expenditure, while also looking for alternative plans for part of NVDA's business. However, everything ultimately depends on TSMC, and its market cap is expected to reach 4-5 trillion within three to five years.
NVDA GPU → Produced by TSMC
AWS chips → Produced by TSMC
Google TPU → Produced by TSMC
Meta chips → Still TSMC
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