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AI chips will be ~5% of TSMC's revenue in 2024. A very bullish outcome would be ~8% in 2025. TSMC spends ~$50b on capex per year. This is a completely ridiculou
by xadhominemx 3y ago
AI chips will be ~5% of TSMC's revenue in 2024. A very bullish outcome would be ~8% in 2025. TSMC spends ~$50b on capex per year. This is a completely ridiculous proposal.
- theptip 3y agoThis is assuming no transformative effects whatsoever from AGI; in this world Altman's bet didn’t pay off. If you think AGI is only going to increase demand for chips by a few percent, I encourage you to rethink what AGI actually entails. To be clear though, 2025 is too early. I said 10 years.