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Do they report the % of revenue from AI / data center chips vs all others? Or is there a way to derive it? Surprising to hear the slump given what we're seeing
by andrewcamel 3y ago
Do they report the % of revenue from AI / data center chips vs all others? Or is there a way to derive it? Surprising to hear the slump given what we're seeing in AI-driven GPU demand. I guess that's just not as meaningful a portion of the TSMC business as I would've thought.