SITUATION EXPLAINED: TSMC just posted a 36% jump in quarterly sales. • TSMC manufactures chips for Nvidia, Apple, and Meta... it makes about 90% of the world's most advanced chips and 60% of total semiconductor revenue • Samsung is a distant second, with SMIC (dubbed "Chinese TSMC") also in the mix • The TSMC and Nvidia revenue charts, side by side: these are real companies getting paid by real customers, not speculative circular financing @schisofrenia: "You look at TSMC and NVIDIA and…