Gelonghui, May 22 | Taiwan Semiconductor Manufacturing Co., Ltd. (TSM.US) U.S. stocks rose 1.8% before the market opened at $156.45. It is close to the historical high of $157.768.
Its Taiwan stock hit a record high of NT$865 during intraday trading today. It finally closed up 2.73% at NT$864.
According to the news, TSMC has begun using its InFO_SoW technology to produce Tesla Dojo AI training modules. The goal is to increase computing power by 40 times through more complex wafer-level systems by 2027.
In addition, there are reports in the industry that Apple\’s chief operating officer recently paid a low-key visit to TSMC. He discussed with TSMC President Wei Zhejia about Apple\’s development of self-developed AI chips and contracting TSMC\’s advanced process production capacity to produce related chips.
Institutional analysis. Apple has previously taken the lead in contracting TSMC\’s first batch of 3-nanometer production capacity. If it subsequently orders the first batch of 2-nanometer and even more advanced process production capacity, it is estimated that Apple\’s contribution to TSMC\’s annual revenue will steadily hit a high. It has the opportunity to reach NT$ this year. 600 billion yuan.
TSMC rose 1.8% before the market opened, using InFO_SoW technology to mass-produce Tesla’s DojoAI training module
Gelonghui, May 22 | TSMC (TSM.US) U.S. stocks rose 1.8% before the market opened, at $156.45, approaching the historical high of $157.768
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