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Archive of entries posted on 22nd January 2025

Listen to a great podcast on TSMC. Look at its results. Think what it will mean for Nvidia.

Taiwan Semiconductor is the biggest chip maker in the world. It makes chips for Nvidia, Apple, and Broadcom. Last week it reported year-over-year, fourth quarter revenue increased 38.8% while net income and diluted EPS both increased 57.0%.  Gross margin for the quarter was 59.0%, operating margin was 49.0%, and net profit margin was 43.1%. These […]