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Source: معلومات مباشر
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Source: معلومات مباشر
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The leadership crisis and sudden resignation of Nvidia founder Jensen Huang have raised concerns about the company’s dominance, prompting investors to shift their investments toward competitors and less exposed alternatives. AMD shares jumped 30% and Broadcom’s rose 24%. TSMC is also expected to benefit as a manufacturer of Nvidia chips, along with analog chipmakers such as Texas Instruments, Analog Devices, and Infineon. The crisis could give competitors a chance to narrow the technology gap and accelerate Amazon and Google’s plans to develop their own chips and reduce their reliance on Nvidia.
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