TSMC is a single point of failure for the world’s computing power, and Nvidia is the biggest buyer of this failure.


The two strongest companies on this chain share the same line for their moat: others can’t do without me, but I also can’t do without others.
Who is the next one trying to break? Tell me in the comments section.
(For industry-structure education only and does not constitute any investment advice)
TSM-0.81%
NVDA2.36%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned