Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously, but the data is actually positive for the industry.
What is covered in the Full Insight:
Overview of Taiwan Tech Bounceback
Apple Boosts TSMC Chip Orders
Google's Shift From Samsung to TSMC
Key Winners: Bizlink, Nanya Tech, Gold Circuit
Top Losers and Key Events
SUMMARY
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