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TSMC Soars as AI Demand Outpaces Supply | Raleigh News
TSMC is rocketing ahead fueled by the AI boom, with CEO C.C. Wei warning that demand is outpacing supply—good news for pricing power but a reminder of the chip shortage’s grip. Revenue surged 68% year-over-year in June, smashing past the usual summer dip and signaling that AI-driven chip demand is unstoppable. Their 3nm tech now drives a quarter of wafer revenue, and with 30%+ annual sales growth projected by 2026, investors are watching closely for top-line beats, healthy margins, and sustained acceleration—any hint of slowdown could shake confidence, but the data so far says otherwise…
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