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Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM - Yahoo Finance
Yahoo Finance · 雅虎财经09/12 07:16AI infrastructure · AI 算力基础设施跟踪
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Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM Yahoo Finance
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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
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