'TSMC, Taiwan CoWoS supply chain enjoy strong order visibility of AI chips' - DigiTimes
Portfolio Pulse from Benzinga Newsdesk
TSMC and Taiwan's CoWoS supply chain are experiencing strong order visibility for AI chips, with expectations of robust orders continuing through 2026. This is supported by Nvidia's strong revenue report and positive outlook for 2025.
August 29, 2024 | 2:04 pm
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TSMC is experiencing strong order visibility for AI chips, with expectations of robust orders continuing through 2026, supported by Nvidia's positive outlook.
TSMC's strong order visibility for AI chips, supported by Nvidia's positive revenue report and outlook, suggests a likely positive impact on TSMC's stock price in the short term.
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