반응형 AIchips2 NVIDIA (NVDA) Stock Analysis: Guarantees and Cash Flow NVIDIA Corporation (NASDAQ: NVDA) sells the accelerated computing systems that most AI data centers run on, and data centers produced 92.5% of its $96.22 billion of revenue in the July quarter. At $218.29 a share the company is worth about $5.26 trillion. This NVDA stock analysis covers the gap between record profit and falling operating cash flow, the supply commitments and lease guarantees beh.. 2026. 9. 17. TSMC (TSM) Stock: 60% Margins and Guidance It Keeps Beating There are two kinds of chip companies: the ones that design chips and outsource the manufacturing, and the ones that build other people's designs for a fee. The second kind — the foundry — is contract manufacturing, and contract manufacturing is supposed to run on thin margins.TSMC posted a 60.3% operating margin for the second quarter of 2026. The company that builds the chips kept a fatter mar.. 2026. 8. 30. Previous 1 Next 반응형
