Name: TSM's 'Healthy Trend' for A.I. Space Despite AMD Downgrade
Uploaded: 2025-01-10T14:52:09.289-06:00
Duration: 6 min 14 s
Description: TSMC (TSM), one of Nvidia's (NVDA) biggest customers, posted record revenue that grew 58% year-over-year in December. Jenny Horne says "it's hard to find" downside to TSMC's report and notes the positive signs it shows for the A.I. trade. However, Goldman Sachs downgraded AMD Inc. (AMD) over concerns of custom chip growth.

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TSMC (TSM), one of Nvidia's (NVDA) biggest customers, posted record revenue that grew 58% year-over-year in December. Jenny Horne says "it's hard to find" downside to TSMC's report and notes the positive signs it shows for the A.I. trade. However, Goldman Sachs downgraded AMD Inc. (AMD) over concerns of custom chip growth.

TSM's 'Healthy Trend' for A.I. Space Despite AMD Downgrade

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