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TSMC’s AI Surge Breaks Four-Year Trend | Raleigh News
TSMC just shattered expectations with a massive 67% revenue surge in June — defying the usual slowdown — signaling a record-breaking second quarter ahead. AI demand is the engine: their cutting-edge N3 process is sold out, fueling growth from Nvidia and Apple, with AI set to dominate 25% of their sales by 2026. Heavy investments in packaging plants confirm this isn’t a blip — it’s a sustained boom. As the world’s chipmaking backbone, TSMC’s performance now dictates the entire AI supply chain’s rhythm. Their earnings call will reveal if the AI frenzy is spreading — or if they’re carrying the…
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