With the AI ​​boom, the top revenue-generating companies in data centers and their AI revenue shares:
​ $NVDA | Nvidia 58%
​ $TSM | TSMC 15%
​ $AVGO | Broadcom 12%
​ $AMD | AMD 3%
​ $MRVL | Marvell 3%
​ $MU | Micron 2%
​ $ARM | Arm 1%
​#AI #DataCenter #Technology #Investment #StockMarket #Stocks

$TSLA $INTC $TSM
Tesla Switches to Intel Foundry and EMIB Technology for Dojo 3!

Tesla's next-generation Dojo 3 supercomputer works with ultra-large chip modules.

TSMC's System-on-Wafer (SoW) technology is insufficient to package these massive modules. Production lines are overwhelmed with CoWoS requests and cannot prioritize Tesla's special orders.

Intel's EMIB (Embedded Multi-Die Interconnect Bridge) technology offers greater modularity, flexibility, and scalability, allowing Elon Musk to more aggressively develop the Dojo architecture.

Therefore, Tesla is reducing its reliance on Taiwan Semiconductor by choosing Samsung for production and Intel for packaging due to TSMC's packaging limitations.

According to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs.
According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount.

#TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #Investment