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TSMC Surges Near 100% as AI Chip Demand Boosts Nvidia, Apple, Broadcom

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The Story

News Summary

  • Giverny Capital highlights TSMC's near-100% gain since last summer, driven by 68% YoY revenue growth.
  • As the leading chipmaker for Nvidia, Apple, and Broadcom, TSMC's strength signals robust AI-driven semiconductor demand across the tech supply chain.
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