#TSMCJulyRevenueJumps45% 🎯 $TSM’s record NT$467.58B July revenue reinforces the bullish AI-semiconductor cycle: +44.7% YoY and +5.6% MoM.
Revenue surpassed June’s prior record of NT$442.68B. January–July sales reached NT$2.872T, up 37.0% YoY.
The read-through is constructive for NVDA, AMD and AVGO, with HPC, advanced packaging and data-center infrastructure sustaining demand.
🔥 Focus on the August 10, 2026 release and execution against the prior Q3 growth outlook of approximately 36%–37%; capacity, packaging availability, yields and Taiwan/US-China policy remain key risks.
$RENDER $AVAX $TSM
Revenue surpassed June’s prior record of NT$442.68B. January–July sales reached NT$2.872T, up 37.0% YoY.
The read-through is constructive for NVDA, AMD and AVGO, with HPC, advanced packaging and data-center infrastructure sustaining demand.
🔥 Focus on the August 10, 2026 release and execution against the prior Q3 growth outlook of approximately 36%–37%; capacity, packaging availability, yields and Taiwan/US-China policy remain key risks.
$RENDER $AVAX $TSM