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. It’s little wonder that the big tech stocks have gained a lot of ground since late March—Microsoft, the worst performer so far this year among the big names, is up 18%, for instance, while Nvidia is up 20%. I-Nasdaq yenyuke ngo-16% ngesikhathi esifanayo.
