$英伟达 (NVDA.US)达子今天终于盘中突破了历史新高,虽然小荷才露尖尖角,但今天 TSMC 电话会表示,AI Demand is Real,而且会持续很多年。台积电内部也已将 AI 应用到生产流程中,为台积电创造十亿美金收入。

所以,AI 应用还是伪命题吗?我只想说先信带动后信!

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