There are two ways for chipmakers to make money from the AI boom. The first is to make the stuff that everyone wants. Taiwan’s mighty TSMC — which produces more than 90 per cent of the world’s most advanced chips — does this, and beat its own forecasts in quarterly earnings on Thursday. The other is to make the products that people turn to when they can’t get their first choice. Samsung, which like TSMC just enjoyed a record quarter with Won20tn ($14bn) of earnings, has so far slipped into this category.
芯片制造商从AI热潮中赚钱有两条路径。其一是生产人人都想要的产品。台湾强大的台积电(TSMC)——这家企业生产了manbetx app苹果 90%以上的最先进芯片——正是如此，并在周四公布的季度业绩中超出自身预期。另一条路径是在人们买不到首选时，提供他们退而求其次的产品。三星(Samsung)同样像台积电一样刚刚录得创纪录的季度业绩，盈利达20万亿韩元（140亿美元），但到目前为止，它更多落入这一类别。
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