If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first
  • Alphane Moon@lemmy.worldOPMEnglish
    1·
    6 hours ago

    Good point, TSMC is not just the pick axe seller in the gold rush, they are a generalized “best in class” tools seller.

    To some degree, I don’t think it matter for them what they are baffing, they’ll always have demand as long as they are the clear leader.