“"So another question is 'can the semiconductor industry be good for three, four, five years in a row?' I'll tell you the truth, I don't know. But I look at the AI, it looks like it's going to be like an endless -- I mean, that for many years to come."”

“TSMC's report revealed optimistic business prospects and record-breaking capital expenditure plans for this year, injecting substantial optimism into the market.”

“The report highlights key advancements in the AI sector.”

“Nvidia CEO Jensen Huang is taking the unprecedented step of 'directly securing land' with TSMC.”

“But now the iPhone maker is struggling …”

“The article states TSMC is 'strong'.”

“Standing beside him, Huang Renxun immediately responded, "That's right!"”

“The article states: "Chip supply shortages will continue for another two years."”

“TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips”

“Given that 90%+ of the advanced chips used for ai are made exclusively in Taiwan, where is this all going?”

“SK hynix is bringing its HBM ambitions to U.S. soil with a $3.9 billion plan to build its first domestic manufacturing facility — a 2.5D advanced packaging plant in West Lafayette, Indiana.”

“Thankfully, according to reports, TSMC's factories are all intact, saving the world from yet another spike in chip prices.”

“AMD's next-generation GPU will continue to partner with TSMC!”

“"TSMC has urgently requested upstream equipment suppliers to shorten delivery times to ensure more new capacity is available next year."”

“Prevent costly AI failures in production by mastering data-centric approaches.”

“The podcast episode discusses DeepSeek, China's AI advancements, and the broader AI landscape.”

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