story: TSMC (maker of most AI chips)

excellent interview and original story (podcasts)  @acquired.fm

TSMC Founder Morris Chang: The Complete History and Strategy

TSMC (Remastered): The Complete History and Strategy

TSMC - Wikipedia

tsmc stock - Google Search

#10 largest company in the world, almost $1T

All U.S. Listed Stocks, Ranked by Market Cap - Stock Analysis

No.	Symbol	Company Name	Market Cap	Stock Price	% Change	Revenue
1	AAPL	Apple Inc.	3,406.32B	226.52	-4.02%	395.76B
2	MSFT	Microsoft Corporation	3,058.04B	411.36	-0.89%	261.80B
3	NVDA	NVIDIA Corporation	2,863.74B	116.94	-2.61%	113.27B
4	AMZN	Amazon.com, Inc.	2,502.14B	237.96	0.12%	620.13B
5	GOOGL	Alphabet Inc.	2,493.49B	203.70	-0.16%	339.86B
6	META	Meta Platforms, Inc.	1,772.95B	699.76	1.54%	164.50B
7	TSLA	Tesla, Inc.	1,244.65B	386.96	-4.36%	97.69B
8	AVGO	Broadcom Inc.	1,035.18B	220.85	-0.19%	51.57B
9	BRK.B	Berkshire Hathaway Inc.	1,010.43B	465.19	-0.74%	369.89B
10	TSM	Taiwan Semiconductor Manufacturing Company Limited	843.76B	202.50	-3.26%	88.29B

NVIDIA/ARM N1x & N1 for Windows laptops

Intel, AMD, Qualcomm/ARM... and now even NVIDIA/ARM (CPU/SoC) chips for Windows laptops.

Maybe even AMD will switch to ARM architecture... 

Apple has safely escaped this by vertical integration before... also ARM based chips. 

In the meantime, Intel may produce ARM based SoC chips, too.

It is not easy to justify enormous stock price... 

Nvidia ARM SoC for Windows machines reportedly debuting in Q4, featuring N1X, with N1 to follow in early 2026 | Tom's Hardware

"Nvidia's first-ever ARM-based SoC for Windows devices is purportedly coming this year. some reports that Nvidia will be introducing two new chips, the N1X at the end of this year and the N1 in 2026.

Nvidia is expected to ship 3 million N1X chips in Q4 this year and 13 million vanilla N1 units next year. Nvidia will be partnering with MediaTek to build these chips, with MediaTek receiving $2 billion in revenue from this joint venture alone, accounting for 8% of its revenue next year."

Nvidia and AMD plan to launch Arm PC chips as soon as 2025, Reuters reports - The Verge

Intel and Arm Team Up to Power Startups