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TSMC's AI Boom Fuels Bullish Outlook for Nvidia, AMD Supply Chain

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The Story

News Summary

  • Antipodes' Q2 2026 letter highlights TSMC's strong earnings on AI/HPC demand, raised 2026 guidance, and advanced node utilization, benefiting key customers Nvidia and AMD amid a broader semiconductor-led equity rally.
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AMD price history

485.65 +135.60% over the displayed period

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