Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is one of those beneficiaries. In simplest terms, Taiwan Semiconductor (or TSMC) is a contract chip manufacturer. Despite a weakening economy expected to sap chip sales, analysts expect TSMC to keep growing all the same.
Apple aims to be the first company to use an updated version of Taiwan Semiconductor Manufacturing Co’s latest chipmaking technology next year, with plans to adopt it for some of its iPhones and Mac computers, sources briefed on the matter told Nikkei Asia. The A17 mobile processor currently under development will be mass-produced using TSMC’s N3E chipmaking tech, expected to be available in the second half of next year, according to three people familiar with the matter. N3E is an upgraded version of TSMC’s current 3-nanometer production tech, which is only starting to go into use this year.
NVIDIA's (NVDA) Ada Lovelace architecture-based RTX 4090 and two versions of RTX 4080 graphic chips are likely to be faster than the predecessors RTX 3090 TI and RTX 3080 TI, respectively.