$Taiwan Semiconductor Manufacturing(TSM)$ People getting worked up about Meta's cloud news might be focusing on the wrong thing. Meta isn't a chip manufacturer. Whether they use their massive AI clusters internally or decide to rent out spare capacity, the physical hardware is still there. Meta's custom MTIA chips are fabricated by TSMC. Changing who owns the data center doesn't change who's making the silicon. TSMC comes out ahead regardless of whose name is on the server rack.
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