Zan Digital › Companies
TSMC
Every piece of Zan Digital analysis that covers TSMC — 2 pieces, each figure traced to a named source.
- 001DRAM Shortage 2026: Who Pays the AI Memory PremiumDRAM contract prices rose 93 to 98% in one quarter and Micron's gross margin hit 87%. We trace who absorbs the AI memory premium: Nvidia, clouds or PC buyers.87.0%
- 002Semiconductor Stocks 2026: Why Nvidia Trailed an 86% RallyThe chip index is up 86% in 2026 and Nvidia only 28%, despite $96.2B of quarterly revenue. Memory earnings carried the rally. Here is where the money went.86%