NVIDIA$Taiwan Semiconductor(TSM.US)
We are getting close to the 2nm mass production phase now. While Intel is still trying to prove their 18A process works TSM is already locking in capacity for the next iPhone.
The gap is not closing. It feels like it is widening. TSM executes boringly well while competitors make loud promises. I prefer the boring execution.
@Bridge Buzz SG
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.
