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TSMC says there are some shortages in the backend process.

TSMC says there are some shortages in the backend process.

智通财经智通财经2026/10/15 07:25
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TSMC (TSM.US): We are experiencing some shortages in the backend segment.
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ByteDance is reportedly close to reaching an AI data center chip agreement with MediaTek, while Qualcomm, Broadcom, and Nvidia may come under pressure.

The share prices of Qualcomm (QCOM.US) and Broadcom (AVGO.US) have become the focus of the market after reports stated that ByteDance is close to reaching an agreement to purchase custom AI chips for data centers from Taiwan's MediaTek.

智通财经•2026/10/15 08:45
ByteDance is reportedly close to reaching an AI data center chip agreement with MediaTek, while Qualcomm, Broadcom, and Nvidia may come under pressure.