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Artificial intelligence (AI) training wouldn't be possible at its current scale without data centers. TSMC is the primary manufacturer of advanced AI chips that power these data centers.
Taiwan Semiconductor is experiencing demand for AI chips that is outperforming its previous outlook. Alphabet's cloud business will be a major contributor to the company's growth over the next decade.
The semiconductor industry has experienced something of a renaissance thanks to the AI revolution. Over the next several years, big tech hyperscalers are expected to spend trillions on AI infrastructure.
AI beneficiary Nvidia wouldn't have been successful without Taiwan Semiconductor. TSMC is primed to win from the growth in chip demand across multiple industries.
Taiwan Semiconductor is benefiting from the massive AI infrastructure build-out. The Trade Desk is still performing well despite bearish market sentiment.
Taiwan is investigating a retired TSMC executive who recently joined Intel , the island's economy minister said on Wednesday, after local media reported that he may have taken the chipmaker's advanced technology data to his new employer.
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