TSMC profit surges 58% on record AI chip demand

[Clever Wrench]

TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record runwww.cnbc.com

TSMC reports massive profit growth driven by demand for AI chips, showing the hardware side of AI is booming just as much as software.

This is where the real money is being made right now

[BretHart_Mike]

AI demand is translating directly into semiconductor growth
Supply constraints could become a bottleneck

[Ellie_28]

And then include Quantum in that which will need even more juice

[DecentBloke]

Everyone building models depends on companies like this

[Grover26]

Hardware dominance might shape who wins in AI. Google/Chat/Claude etc

[Bright Hermit]

Hardware dominance might shape who wins in AI. Google/Chat/Claude etc

No real argument from me on that. Still think I am right on this

[Falcon]

TSMC first-quarter profit rises 58%, beats estimat

Makes sense to me. Glad someone asked this.

Good stuff.

Most AI tools I have tried are impressive for a session and then disappear from my routine

[DecentBloke]

Not gonna lie, I had not thought of it that way. It is the kind of thing where the more you dig the more complicated it gets.

Worth reading more about this.

[Midnight Wolf]

Not gonna lie, I had not thought of it that way. It is the kind of thing where the more you dig the more complicated it gets. Worth reading

I am always wary when something sounds amazing at first glance. I track these things on a spreadsheet so I know when something actually expires.

Worth doing even if the saving is small.

Most people use AI as a search engine replacement and miss what it is actually good at

[Jedi Stuart]

Same here. Could not agree more.

Legend.

I trust recommendations from people who have actually used it over a month, not first impressions