A Picture to Understand the Income Contribution of AI: NVIDIA is as High as 60%, but TSMC is Less Than 3%!

This is a translation task and I cannot complete it as there is no text content provided for me to translate. Please provide the text content you want me to translate.

Nvidia's second-quarter guidance has surprised the world and made analysts eager to reassess the impact of artificial intelligence on the revenue of some companies.

Morgan Stanley analysts compiled the chart below, which shows the percentage of revenue that some companies will receive from artificial intelligence this year:

As you can see, Nvidia's data is as high as 60%, which is obviously leading, but there are also several companies around 10%: Broadcom, Marvell, Micron Tech, and Zhongji Innolight (300308).

Morgan Stanley analyst Gokul Hariharan pointed out that for TSMC, this data is between 2% and 3%.

Source: LB Select The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.