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Taiwan's second foundry sits a few kilometers from TSMC's headquarters and competes for almost none of the same customers — a deliberate positioning that a 93% revenue jump in its core node suggests is working.
Nvidia designs. AMD designs. Apple designs. Almost none of them manufacture. One Taiwanese company makes the leading-edge chips for nearly everyone who doesn't, and that single fact shapes more of the AI boom than any GPU announcement.
A finished wafer isn't a sellable product. Someone still has to cut it, package it, and test it — and the largest company doing that job, ASE Technology, holds nearly half the entire advanced-packaging market.