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Company Deep Dive
Alphabet: Search dominance, AI disruption, and the future of attention
YouTube Shorts reached per-hour revenue parity in the US, subscriptions rose 21% to $12.9B with 300M+ paid users, and Waymo logged 15M annualized rides after a $16B raise.
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How TSMC Achieved 59.9% Gross Margin as AI Nodes Eclipse Smartphones
TSMC's commitment to a pure-play foundry model has concentrated market power, allowing it to claim 69.9% of the global foundry market and command a 59.9% gross margin in 2025.
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Nvidia overtakes Apple as largest customer at TSMC where top 10 accounts yield 76%
TSMC's dedicated foundry model pools rival chip designers to amortize massive fab costs, driving gross margins to 66.2% by renting out the world's scarcest leading-edge capacity.
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TSMC Grows Gross Margin to 59.9% as Fabless Chip Designers Rely on Its Nodes
TSMC leverages its neutral foundry model to turn product design risks into a manufacturing annuity, yielding a 59.9% gross margin in 2025.
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