You got to be rich in both camps. And a lot of companies are jumping in to fill this gap. Agents, and a lot of this is because of agents. Agents need CPUs.
But if TSMC is bottlenecked and TSMC is sort of riskoff and they're not going to be, you know, guiding to like insane capex numbers while every American hyperscaler is, well, that creates an opportunity for Samsung.
1mo ago
Underscored — save the words that stop you in your tracks.
