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The Print Shops — Wafer Fabrication · AI Chain

TSM

Taiwan Semiconductor (TSMC)
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The world's foundry — where the chips are actually printed

What they do

TSMC actually manufactures the chips that NVIDIA, AMD, Apple, and Broadcom design. They control roughly 70% of the world's leading-edge chip output and run the entire CoWoS advanced-packaging pipeline that NVIDIA's GPUs require. There is no second source.