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+43 pts

TSM , AMD , MRVL , AVGO , NVDA

$TSM results indicate HPC will outperform, which is constructive on $AMD $MRVL $AVGO & $NVDA

Although TSMC management spoke to structural growth across a wide range of applications (i.e. HPC, smartphone, IoT, automotive), they explicitly noted their expectation for HPC...

By ethonomics on Jan. 13, 2022, 3:53 p.m.
Tagged topics: structural growth
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