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27.09.2025 18:00:00
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Did Samsung Just Say "Checkmate" to Taiwan Semiconductor?
When investors think about powerhouses in the semiconductor industry, the usual names that dominate the conversation are Nvidia, Advanced Micro Devices, and Broadcom. These companies are responsible for designing the high-performance chips and networking hardware powering next-generation data centers at an unprecedented scale.Operating more quietly in the background, however, is Taiwan Semiconductor Manufacturing (NYSE: TSM). While TSMC (as it is also known) is less flashy than its peers in the race for artificial intelligence (AI) chips, the company's supporting role is nonetheless mission-critical.As the world's largest chip foundry by revenue -- with almost 70% market share -- TSMC is the manufacturer behind many of the AI industry's most advanced processors. Its dominance has left rivals like Intel struggling to catch up, with meaningful market share gains appearing more like a pipe dream than measurable reality.Continue readingWeiter zum vollständigen Artikel bei MotleyFool