TSMC Sales Ride AI Demand Boost

The video discusses the significant impact of AI on the market, highlighting how investor interest in AI has driven up TSMC's share price despite expected sales drops. It also covers the weak performance of the smartphone market, particularly in China, and the potential for AI and high-performance computing chips to become major revenue drivers for TSMC.

What factors are driving the increase in PSMC's share price?

How is the smartphone market performing this year according to the text?

What challenges are Chinese smartphone makers facing?

What type of chips is TSMC focusing on for sales this year?

What is expected to be a major driver for TSMC going forward?