Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM
Broadcom Inc. (NASDAQ: AVGO ) has become one of the clearest alternatives to NVIDIA’s merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing another data point that leading-edge semiconductor demand
Continue Reading