$TSMC JUST DROPPED EARNINGS THAT CHANGES THE GAME FOR AI 🔥
TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, with net profit at NT$706.6 billion. Gross margin surged to 67.7% — up 9.1 percentage points — and HPC revenue grew 20% from last quarter. That's the engine behind every AI chip, from data centers to mining rigs.
This level of demand isn't slowing down. The same supply chain that powers NVIDIA also feeds the infrastructure crypto needs. When the foundry prints numbers like these, the AI narrative gets even more fuel.
Are you long any AI-related plays right now?
Not financial advice. Always manage your risk.
#TSMC #Earnings #AI #Semiconductors #HPC
🔥
TSMC's Q2 revenue hit NT$1.27 trillion, up 36% YoY, with net profit at NT$706.6 billion. Gross margin surged to 67.7% — up 9.1 percentage points — and HPC revenue grew 20% from last quarter. That's the engine behind every AI chip, from data centers to mining rigs.
This level of demand isn't slowing down. The same supply chain that powers NVIDIA also feeds the infrastructure crypto needs. When the foundry prints numbers like these, the AI narrative gets even more fuel.
Are you long any AI-related plays right now?
Not financial advice. Always manage your risk.
#TSMC #Earnings #AI #Semiconductors #HPC
🔥