Locator: 51885TSMC.
Look back at this blog first. Then note the following:
Query:
Is TSMC manufacting DRAM, HBM, NAND along with CPUs and GPUs?
Reply:
Query
:What percent of chips that TSMC manufactures are sent from the factory packaged with memory (HBM, DRAM, or NAND flash)?
Reply:
TSMC Sales
Previously Posted
Locator: 51884MICRON.
TSMC -- breaking: TSMC -- September net revenue came in at 511.86 billion New Taiwan dollars ($16.03 billion), up 54.6% from a year earlier. Link here. The story has been updated to reflect that sales did not hit a record high in September.
Most interesting with regard to TSMC's growth: it continues to accelerate (not slowing down, not plateauming, not decreasing) -- I honestly don't think talking heads on CNBC "get it":
There's a reason D. A. Davidson is tripling its price target for Micron.
