If you are thinking of companies like Broadcom, Marvell, Qualcomm, Nvidia, AMD, and Apple, all of these companies rely on TSMC for at least some of their products.
Last but not least, there is Qualcomm, a lesser-known semiconductor company that I think investors will want to pay attention to. Qualcomm is not yet working in artificial intelligence in the literal sense, but it is creating new products that already have customers waiting to receive them.
These customers are huge companies, including Meta Platforms and Amazon, which have signed agreements with Qualcomm.