Upbeat cov cim qhia txog kev lag luam AI tau nce zuj zus. Qhov tseeb yog chipmaking loj heev Taiwan Semiconductor Manufacturing Co. thawj peb lub hlis twg daim ntawv tshaj tawm rau hnub Thursday, qhia txog cov nyiaj tau los ntawm 40.6%, saum toj kawg nkaus ntawm nws qhov kev kwv yees. Lub tuam txhab tau tsa nws qhov kev loj hlob puv xyoo mus rau saum 30%. Raws li TSMC CEO C.C. Wei, "AI-txog kev thov txuas ntxiv muaj zog heev."
Wei tau hais tias nws ua raws li qhov kev ntsuam xyuas ob qho tib si ntawm cov lus los ntawm TSMC cov neeg siv khoom - nws ua cov chips sawv cev ntawm ntau tus qauv tsim chip, coj los ntawm Nvidia - thiab ntawm cov tuam txhab huab uas yuav chips los ntawm Nvidia. That suggests quarterly earnings coming later this month from the big tech firms will echo his upbeat commentary. Nws yog qhov xav tsis thoob me ntsis tias cov khoom lag luam thev naus laus zis loj tau nce ntau hauv av txij li lub Peb Hlis lig - Microsoft, qhov ua tau zoo tshaj plaws rau lub xyoo no ntawm cov npe loj, yog nce 18%, piv txwv li, thaum Nvidia nce 20%. Nasdaq nce 16% hauv tib lub sijhawm.
