Tag: NVDA
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Beyond Nvidia: 3 Chipmakers Playing Key Roles in the AI Supply Chain
AI demand extends far beyond NVIDIA’s GPUs, creating major opportunities for AMD, Broadcom, and TSMC. AMD’s new accelerators, Broadcom’s networking chips, and TSMC’s foundry dominance make them critical players in the AI supply chain. Together, these chipmakers are fueling the next phase of the semiconductor supercycle.