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The constraint in advanced semiconductor manufacturing lives at the fabrication layer: every AI accelerator that Nvidia ships or Google designs must pass through a foundry capable of printing leading-edge transistors at volume.
TSMC holds that position, and the world's biggest chipmaker just reported a 45% surge in sales. The industry treats that figure as a sector-wide demand signal rather than a single company's quarterly result.
The foundry as a demand meter TSMC operates on a contract manufacturing model: it does not design chips but builds them for companies that do.
Nvidia and Google are among its customers, placing TSMC between the chip architects and the finished silicon that goes into data centers.
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