DigiTimes Reported Nvidia Orders Lifting TSMC 5nm Fab Utilization, According To Sources
Portfolio Pulse from Charles Gross
DigiTimes reports that Nvidia has placed orders with TSMC, increasing the utilization of TSMC's 5nm fab facilities, according to sources.
May 25, 2023 | 10:44 am
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POSITIVE IMPACT
Nvidia's orders with TSMC are expected to increase the utilization of TSMC's 5nm fab facilities.
Nvidia's orders with TSMC indicate strong demand for their products, which could lead to increased revenues and a positive impact on their stock price in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
TSMC's 5nm fab utilization is expected to increase due to Nvidia's orders, potentially boosting TSMC's revenues.
Increased utilization of TSMC's 5nm fab facilities due to Nvidia's orders could lead to higher revenues for TSMC, positively impacting their stock price in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50