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Taiwan Semiconductor delivered record Q3 results, driven by surging AI chip demand and strong partnerships with Nvidia and Apple. TSM's leadership in advanced nodes, diversified customer base, and robust capacity planning underpin its structural growth and premium valuation. Despite geopolitical and customer concentration risks, TSM's scale, margins, and execution justify its current rally and ...
Rigetti has seen its stock soar as it shows momentum in developing and commercializing quantum computing. Taiwan Semiconductor has been one of the biggest beneficiaries of growing artificial intelligence (AI) chip spending.
IonQ has developed advanced quantum computing technology, but the industry's long-term benefits are unproven. Taiwan Semiconductor is the leading manufacturer of most AI processors.
Nvidia is still well-positioned to benefit from increasing AI infrastructure spending. Tech behemoth Microsoft has been firing on all cylinders lately, led by Azure.
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