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What TSMC's April chips sales tell us about Nvidia and the AI investment trade


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Published in Stocks and Investing on Friday, May 9th 2025 at 14:41 GMT by CNBC   Print publication without navigation

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TSMC's April chip sales, which showed a significant increase, provide insights into the demand for Nvidia's products and the broader AI industry's growth trajectory. According to the article from CNBC dated May 9, 2025, TSMC reported a robust sales figure for April, driven primarily by the demand for advanced chips used in AI applications. This surge in sales is indicative of Nvidia's strong performance, as the company relies heavily on TSMC for manufacturing its GPUs, which are crucial for AI and machine learning workloads. The article suggests that the increase in TSMC's sales reflects a continuing ramp-up in AI infrastructure investments by tech giants and other enterprises, pointing to a sustained growth in the AI sector. This trend underscores the pivotal role of semiconductor manufacturing in supporting the expansion of AI technologies.

Read the Full CNBC Article at:
[ https://www.cnbc.com/2025/05/09/what-tsmcs-april-chips-sales-tell-us-about-nvidia-and-the-ai-ramp-up.html ]

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