Thursday, February 15, 2024

TSMC rises ~8% in its first post-Lunar New Year trading session, reaching a record $575B market cap and passing Visa as the world's 12th most valuable company (Bloomberg)

Bloomberg:
TSMC rises ~8% in its first post-Lunar New Year trading session, reaching a record $575B market cap and passing Visa as the world's 12th most valuable company  —  - Global AI activity should benefit Taiwan's largest company  — TSMC is the main contract chipmaker to Nvidia and Apple



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Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of them spent $10B+ in the nine months to October (Christiaan Hetzner/Fortune)

Christiaan Hetzner / Fortune : Three Nvidia customers spent a collective $12.6B in Q3, when it had a total revenue of $35.1B; each of the...