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![semivision_tw Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881240196756504576.png) Semi Vision👁️👁️ [@semivision_tw](/creator/twitter/semivision_tw) on x 1024 followers
Created: 2025-07-21 02:01:05 UTC

#TSMC’s SoW Renaissance: Defending the AI Frontier Where NVIDIA Sells Ecosystem, Not Chips

![](https://pbs.twimg.com/media/GwWKX18XgAETya5.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947114575457034715/c:line.svg)

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[Post Link](https://x.com/semivision_tw/status/1947114575457034715)