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TSMC Earnings: AI Chip Supply Chain Pulse | Durham News
TSMC, the engine room of the AI revolution, is set to unveil its second-quarter earnings—and it’s not just about their numbers, it’s a pulse check for the trillion-dollar AI boom. As the sole maker of cutting-edge chips for Nvidia, Apple, Meta, and AMD, TSMC’s report could either fuel or deflate investor confidence. With stock up 52% this year, any sign of strong demand could keep AI stocks soaring—or a cautious tone might pop the bubble. Investors are watching closely for capital expenditure guidance, full-year revenue forecasts, and pricing hikes—up to 10% on even older 5nm and 7nm…
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