Reported 11 months ago
Recently, Huang Renxun's visit to Taiwan sparked discussions in the AI industry. Amid the AI boom, analysts speculate that regardless of the scenario, if Huang Renxun fades from the spotlight or if AI becomes a bubble, TSMC will ultimately benefit. A post on PTT outlined 2 possible outcomes if Huang Renxun falls from grace: with AI becoming a bubble during rate cuts, only bonds may be viable, and later tech giants may return to traditional CPUs, or with tech giants switching to in-house chip production, potentially impacting Huang Renxun's influence, but still relying on TSMC for chip fabrication. This post generated discussions on TSMC's dependability and various scenarios recognizing TSMC's strength and stability in the industry.
Source: YAHOO