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https://d2d.substack.com/p/ces-tsmc-and-more

D2D: CES, TSMC and More

In which we recount our visit to CES, the futility of tariffs, Nvidia’s immense software momentum and a quick look at TSMC’s results.



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D2D: CES, TSMC and More

https://d2d.substack.com/p/ces-tsmc-and-more

In which we recount our visit to CES, the futility of tariffs, Nvidia’s immense software momentum and a quick look at TSMC’s results.



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https://d2d.substack.com/p/ces-tsmc-and-more

D2D: CES, TSMC and More

In which we recount our visit to CES, the futility of tariffs, Nvidia’s immense software momentum and a quick look at TSMC’s results.

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