🚨 $Taiwan Semiconductor(TSM.US) Q3 '25🚨
Despite the (justified) robust focus & commentary regarding AI & HPC - During Q3, TSMC saw record-high wafer shipments and a +24% YoY increase in Smartphone revenue - positive signaling for the non-AI consumer-related semi ecosystem.$Apple(AAPL.US) $Qualcomm(QCOM.US) $MDTK $Arm(ARM.US)Source: Chips & Wafers
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