The most recent figures released by semiconductor behemoth TSMC reveal that its revenue for the month of October witnessed a year-on-year increase of 16.9%. This growth rate represents the slowest pace observed since February 2024, thereby amplifying skepticism regarding the enduring nature of the AI boom. Despite this, analysts maintain a positive outlook, projecting that TSMC's sales will experience a 16% uptick this quarter. This optimism is underpinned by the plans of tech titans like Meta, Alphabet, Amazon, and Microsoft, who are set to jointly pour over $400 billion into AI infrastructure in the upcoming year.
