AI pulse check….TSMC…SMIC…Zuck!

There were a couple of key incremental ‘breakers’  yesterday that went on to build upon the general warm and fuzzy feeling sparked by the TSMC results and commentary…… C.C.Wei….CEO acknowledged 2023 was a tricky year but stated that 2024 was looking like a healthy growth year….driven by 3nm ramp, 5nm demand and robust AI related...

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