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in postLONG
“MediaTek plans to invest in custom chip designer Global Unichip (GUC), a TSMC subsidiary, to tighten relationships with TSMC & Google, while positioning itself ”
@dnystedt
MediaTek investing in TSMC subsidiary GUC signals custom ASIC demand surge, lifting TSM's ecosystem value
TSMLONG@ $452.14
$396.42-12.32%
since call Jun 24
in postLONG
“GUC's biggest growth driver now is Google's 3nm CPU project (Axion)”
@dnystedt
Google's Axion 3nm CPU is GUC's primary growth driver, confirming Google's custom silicon lead as multiple chip players compete to serve it
GOOGLLONG@ $349.19
$359.77+3.03%
since call Jun 24
peak +6.9%
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