TSMC's Earnings Insights and Semiconductor Trends

This chapter analyzes TSMC's recent earnings report, emphasizing their successful processes and strong gross margins despite rising production costs in foreign factories. The discussion includes challenges in incorporating new technologies, such as liquid cooling, and the impact on NVIDIA's supply chain amid persistent demand. Additionally, it highlights the evolving semiconductor market driven by AI needs, including the shift towards larger, advanced packaged chips and the implications for major industry players.