… The combined revenues of Nvidia and the memory companies increased 49%. In the 1st quarter of 2026, the revenues of Nvidia and the memory companies totaled $208 billion, accounting for 70% of the revenues of the top twenty companies. …
… TSMC revenue is expected by me to grow 30-40%. Here is the hitch: While wafer pricing is stable chip pricing is not. The bulk of the 45% revenue growth is due to chip pricing versus chip unit sales. …
… U.S. and European clients watching Indian economic stress on their terminals start asking questions about delivery risk and geographic concentration — some defer contracts, some accelerate vendor diversification — before the dollar revenues move. Foreign revenue is the last thing to go. …