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in postLONG
“IT/Communications (includes servers) +67.2%”
@dnystedt
Taiwan IT/server export orders to the US +120% YoY; record AI hardware demand flows directly to Nvidia GPU revenue
NVDALONG@ $205.17
$199.80-2.62%
since call Jun 24
peak +6.1%
in postLONG
“Electronics (includes chips) +61.2%”
@dnystedt
Taiwan electronics/chip export orders +61% YoY confirms a sustained chip demand upcycle anchored at TSMC, the world's dominant foundry
TSMLONG@ $454.65
$396.41-12.81%
since call Jun 24
TIMESTAMPS
in post
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