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Taiwan Semiconductor Manufacturing Just Lit a Fuse Under Nvidia Stock

Summary by 247wallst.com
Key Points in This Article: Taiwan Semiconductor Manufacturing‘s (TSM) 40% revenue growth and focus on 3nm and 5nm processes ensure Nvidia’s (NVDA) GPU supply meets soaring AI demand. TSM’s 2nm technology, set for 2025 production, will give Nvidia’s chips unmatched performance, strengthening its market lead. Global expansion by TSM reduces supply chain risks, positioning Nvidia to capitalize on the $300 billion AI market. Nvidia made early i…

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Bias Distribution

  • 43% of the sources lean Left, 43% of the sources are Center
43% Center

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Bloomberg broke the news in United States on Monday, July 21, 2025.
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