TSMC Reports Slower Chip Sales, Fueling AI Uncertainty
First of all, is this the first sign that air demand is plateauing. I feel like we ask ourselves this every two days and it's plateauing and then it's not. But could this be really it.No, I don't think it is. To be honest. I mean, I think if you put it in context, I mean, revenues are up about 17% in local currency, about 22% in US dollar terms for October is trending in line with the guidance they gave when they gave the Q3 update.So I think this is where we're expecting it to be and it will be well, it wa ...