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Data: TSMC's June revenue rose 67.9% year-over-year; FundaAI forecasts that its gross margin for the second quarter is expected to reach 68.4%
Svmuu News: Analyst Fiona posted on X, stating that given the recent situation in the semiconductor industry, the earnings reports to be released this week by companies such as TSMC, and ASML are particularly important. Today, TSMC reported that its June revenue increased by 67.9% year-over-year.FundaAI believes that TSMC’s gross margins for the second and third quarters are likely to exceed market expectations, with the second-quarter gross margin expected to reach 68.4%. It is projected that TSMC’s capacity expansion for advanced processes will accelerate significantly in 2027, partly due to ASML’s increased EUV production capacity.
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