Amasiginali aphezulu mayelana nebhizinisi le-AI ayanda. Okwakamuva kube umbiko wekota yokuqala wekota yokuqala ye-Taiwan Semiconductor Manufacturing Co. yakamuva, okhombisa ukukhula kwemali engenayo ngo-40.6%, ngaphezu komkhawulo ophezulu webanga eliqageliwe. Le nkampani inyuse izinga layo lokukhula lonyaka wonke laba ngaphezu kwama-30%. Ngokusho kwesikhulu esiphezulu se-TSMC u-C.C. Wei, "Isidingo esihlobene ne-AI siyaqhubeka nokuba namandla kakhulu."
U-Wei uthe usekelwe kulokho kuhlola kokubili kumazwana avela kumakhasimende e-TSMC-wenza ama-chip egameni labaklami abahlukahlukene bama-chip, abaholwa ngu-Nvidia-kanye namafemu amafu athenga ama-chips kwa-Nvidia. Lokho kuphakamisa ukuthi imali etholwa ngekota ezayo kamuva kule nyanga evela ezinkampanini ezinkulu zobuchwepheshe izohambisana nokuphawula kwakhe okujabulisayo. Akumangalisi ukuthi amasheya amakhulu e-tech azuze umhlabathi omningi kusukela ngasekupheleni kukaMashi—iMicrosoft, umdlali omubi kakhulu kuze kube manje kulo nyaka phakathi kwamagama amakhulu, ikhuphuke ngo-18%, ngokwesibonelo, kuyilapho uNvidia ekhuphuke ngo-20%. I-Nasdaq yenyuke ngo-16% ngesikhathi esifanayo.
