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      Taiwan Semiconductor Dominates AI Supply Chain, Even Shortages May Not Slow It Down: Analyst

      Semiconductor leaders such as Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and its key customers—including Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Broadcom Inc. (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL) and Qualcomm Inc. (NASDAQ:QCOM)—are entering the next phase of advanced chip adoption, as Futurum Equities, Head of Semiconductor & Infrastructure Equity Research, Rolf Bulk lays out demand trends, pricing strategy and margin implications.

      2nm Adoption Builds Gradually Despite Strong Demand

      Bulk told CNBC on Friday that demand for 2-nanometer chips is expected to be strong, with major AI and smartphone players positioning to adopt the new node and its derivatives.

      However, he noted that the revenue contribution will remain limited in the near term, likely staying below 10% even in the later part of the ...

      Full story available on Benzinga.com


      Source: Benzinga
      .

      Terra Founder Do Kwon Sentenced to 15 Years in Prison for Fraud