PALO ALTO, U.S. -- Nvidia's blockbuster earnings and rosy outlook are music to the ears of investors, who have pushed its share price into the stratosphere this year. But the tune is less sweet for other chipmakers as the U.S. company reaps the lion's share of the AI spending boom.
Semiconductors
Nvidia's boom gives TSMC a lift but does less for other chipmakers
Surging AI demand is not making up for weakness in other chip-related areas
Nvidia has been a clear winner as companies race to cash in on the artificial intelligence craze. Other chipmakers have seen less of a lift. (Nikkei montage/Source photos by Getty)
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