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The whole chip trade is waiting on one report

Almost every advanced AI chip on the planet is built in one place.Nvidia’s Blackwell processors, Apple’s silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to report its second-quarter earnings on Thursday, July 16, and Wall Street is treating it as a health…

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Uncategorized

The whole chip trade is waiting on one report

Almost every advanced AI chip on the planet is built in one place.Nvidia’s Blackwell processors, Apple’s silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to report its second-quarter earnings on Thursday, July…

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