TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
Unusual Options| Why INTC would decrease one more week?
One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c
$SMCI CFO in December talking about their AI-led growth:
$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image