接下来是台积电。这个联系甚至更简单。英伟达需要有人来制造这些先进芯片。台积电是英伟达最关键的制造合作伙伴之一。如果英伟达提高对Blackwell和Rubin的预期，那可能意味着更多的先进晶圆、更先进的封装、更多的产能需求，以及对台积电的更多需求。
因此，英伟达强劲的指引是支持台积电领先制造前景的另一个数据点。我们已经听到了他们的消息。他们公布了强劲的收益和强劲的指引，为强劲的需求奠定了基础。
Next on the list is going to be Taiwan Semi. This connection is even easier. Nvidia needs someone to manufacture these advanced chips. Taiwan Semi is one of Nvidia's most critical manufacturing partners. If Nvidia raises expectations for Blackwell and Rubin, that potentially means more advanced wafers, more advanced packaging, more capacity requirements, more demand for Taiwan Semi. So, strong Nvidia guidance is another data point supporting Taiwan Semi's leading-edge manufacturing outlook. And we already heard from them. And they reported strong earnings and strong guidance, setting up the stage for strong demand.