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TSMC could see AI revenues of over $10 billion this year, with TSMC's 2024 revenue forecasted for $87.32 billion, with AI revenues of $11.4B to $12.3B. ....
Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel. Intel's estimated to make $500 million. ....
TSMC is developing Compact Universal Photonic Engine (COUPE) technology to support the huge data transmission rates of the AI boom, coming in 2026. ....