TSMC's earnings call is scheduled for April 16, and one of the key factors the industry is watching is the potential consequence of supply chain disruptions, amid the Middle East crisis. Taiwan's Reliance on LNG Imports From the Middle East Has Turned Out To Be a Costly Bet, One That Could Influence TSMC On a Larger Scale The AI industry is centered on TSMC's semiconductor services, with not just entities such as NVIDIA, AMD, and Intel, but also hyperscalers and ASIC manufacturers. It won't be wrong to say that a disruption in TSMC's production lines could affect the supply chain […]

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NVIDIA has been front-running supplier deals since shortages began, but according to BusinessKorea, the AI giant has a rather 'interesting' tactic for securing agreements. NVIDIA's Recent Audit of a Key Samsung Facility Involved "Unusual Criticism"; Reports Say It Is a Tactic To Gain Pricing Leverage The AI supply chain is not only one of the most complex but also involves players sought out by the world's largest manufacturers, such as NVIDIA, AMD, and others. And the AI industry has been a 'buyer-dominated' market for several years now, especially in segments like HBM, where, for NVIDIA and others, the idea is […]

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NVIDIA has officially overtaken Apple as TSMC's largest chip customer, as Team Green's AI infrastructure buildout drives chip demand never seen before. NVIDIA Now Accounts For More than 19% of TSMC's Overall Revenue, and the Partnership Will Deepen Moving Ahead TSMC has been the global center of semiconductor supply to fabless manufacturers, and the chip giant has single-handedly provided the world with AI computing power driven by Moore's Law. When it comes to TSMC's customers, Apple has dominated the list for several years now, thanks to the Cupertino giant's pursuit of cutting-edge semiconductors for its A-series and M-series chipsets. However, […]

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