Inge Heydorn, tech specialist and portfolio manager at Chelverton, tells Börsmorgon that TSMC is totally dominant in complex chips, as AI demand reshapes the semiconductor landscape and ASML prepares to ramp up production.
Inge Heydorn, tech specialist and portfolio manager at Chelverton, tells Börsmorgon that TSMC is totally dominant in complex chips, as AI demand reshapes the semiconductor landscape and ASML prepares to ramp up production.
Remember 5G hype? Fizzled. This just fizzles louder.