Kamino Re-poster

#TSMCJulyRevenueJumps45% ✨🗣️ TSMC reported a 44.7% (approximately 45%) year-over-year jump in consolidated revenue for July 2026, reaching NT$467.58 billion (around $14.5 billion). This record-breaking figure underscores the relentless global demand for advanced high-performance computing (HPC) and artificial intelligence hardware. 🤩✨AI Infrastructure Dominance: The expansion of advanced node capacities (such as 2nm and 1.4nm processes) and CoWoS advanced packaging continues to pace well ahead of initial projections. Major tech companies continue to invest heavily in underlying AI hardware infrastructure, solidifying TSMC's role as the vital link in the global tech supply chain. 🤩✨Guidance Revisions: The stellar July performance comfortably outpaces the 36%–37% growth range guided at the previous quarterly earnings call. Analysts project current-quarter sales could expand by 46.8%. 🤩✨Capital Outlay: Bolstered by this demand, TSMC previously revised its full-year capital expenditure forecast upwards to a record $60 billion to $64 billion for 2026, expecting full-year dollar revenue growth to top 40%. $BTC #TSMCJulyRevenueJumps45% #KoreanChipStocksFallAsFundsRotateOut ✍🏼💕💕💕💕💫💫💫💫💫🥸🥸 $BNB