AI Chip Giants TSMC and SK Hynix Pull in Different Directions
two essential AI chip firms pulling in very different directions. So what's going on. TSMC reporting sales in the most recent quarter that increased 36%.This is the company that actually manufactures the chips for the likes of Nvidia, Apple and others. It is then a bellweather of the demand for chips that go into yes data centers but also smartphones. And at least on these numbers, it suggests that that AI demand is holding up.That growth is still there. On the flip side, South Korea's SKH, up until recentl ...