The semiconductor manufacturer's latest data shows soaring sales for its biggest customers.

The biggest chipmakers in the world, including Nvidia ( NVDA -4.37% ) and Broadcom ( AVGO -3.44% ) , rely on just one manufacturer to make their high-end semiconductors.

Taiwan Semiconductor Manufacturing ( TSM -2.34% ) , known as TSMC, is by far the biggest leading-edge chip manufacturer. Its technology lead and massive capacity ensures it does the bulk of the fabrication work for chipmakers looking to take advantage of the most cutting-edge technology. So any news coming out of the company has meaningful implications for its biggest customers.

TSMC just released some new data, and the numbers should give Nvidia and Broadcom investors a big boost of confidence.

Demand for

See Full Page