TradingKey – Taiwan Semiconductor Manufacturing (TSM) has established itself as a crucial player in the Artificial Intelligence (AI) supply chain and this has begun to manifest itself in the performance of TSMC’s shares. 

TSMC’s scale and process leadership have resulted in a quasi-monopoly of advanced semiconductor manufacturing, with its offerings including GPUs, AI ASICs, high-performance CPUs and various types of logic chips that power today’s data centers. 

For semiconductor designers wanting to manufacture their most groundbreaking chips in high volume with robust yields, TSMC is the only viable option at the moment. 

This necessity causes customers to do more than just book time in TSMC’s…