NVIDIA Supplier TSMC Poised for 50% Profit Jump on Surging AI Chip Demand
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Taiwan Semiconductor Manufacturing Co (TSMC), a critical foundry for NVIDIA's advanced AI chips, is projected to report a 50% year-over-year jump in quarterly net profit, reaching record earnings. This robust performance is explicitly attributed to 'insatiable AI demand' and strong uptake of its 3-nanometer technology and advanced packaging. This news reinforces the strong underlying demand for NVIDIA's AI accelerators and the health of its supply chain, following TSMC's recent report of a 35% revenue increase. While also a key supplier to Apple, the AI-driven growth is particularly significant for NVIDIA. Investors will be watching TSMC's upcoming earnings call for further guidance on second-quarter and full-year outlook, which will provide additional insights into the sustained demand for AI infrastructure.
في وقت هذا الإعلان، كان NVDA يتداول عند ١٩٨٫٥٠ US$ في NASDAQ ضمن قطاع Technology، مع قيمة سوقية تقارب ٤٫٨ ترليون US$. تراوح نطاق التداول خلال 52 أسبوعًا بين ٩٥٫٠٤ US$ و٢١٢٫١٩ US$. تم تقييم هذا الخبر على أنه ذو معنويات سوقية إيجابية وبدرجة أهمية ٨ من 10. المصدر: Reuters.