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YouTubeDW News
Why China and the US are so obsessed with Taiwan | Mapped Out
The US-China superpower rivalry is on full display in Taiwan. Beijing wants control of the island and is willing to use force to get it. Washington has been ambiguous about how it would respond but is expanding its military presence in the region. Taiwan is at the center of the US first island chain strategy to contain China. A standoff seems ...
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Morgan Stanley now projects TSMC’s 2026 revenue mix to lean heavily toward AI leaders: Nvidia at 20%, Apple at 16%, Broadcom at 11%, AMD at 8%, and Intel at 6%. The shift is clear — Nvidia’s weight inside TSMC keeps growing, and that naturally reduces Apple’s leverage on pricing and priority access. This is likely the real reason Apple is warming up to Intel again. As TSMC’s capacity moves deeper into AI, Apple needs a | Stock Sharks
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Morgan Stanley now projects TSMC’s 2026 revenue mix to lean heavily toward AI leaders: Nvidia at 20%, Apple at 16%, Broadcom at 11%, AMD at 8%, and Intel at 6%. The shift is clear — Nvidia’s weight inside TSMC keeps growing, and that naturally reduces Apple’s leverage on pricing and priority access. This is likely the real reason Apple is warming up to Intel again. As TSMC’s capacity moves deeper into AI, Apple needs a | Stock Sharks
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THIS is the #1 AI Stock to Buy NOW for 2026! (TSMC Will EXPLODE 10x)
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