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An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMC's 5nm process platform to almost full, according to industry sources.
Taiwan's IC design houses managed to end the first quarter of 2023 with impressive revenue performances, bolstered by larger-than-expected replenishment orders and shipments, but it remains to be seen whether the short-term robust rush orders can serve as a prelude to medium- and long-term demand recovery, according to industry sources.
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