TSMC reports Q1 revenue up 35% YoY to ~$35.6B, vs. ~$35.2B est., signaling global chip demand stayed intact during the first weeks of the war in the Middle East
Taiwan Semiconductor Manufacturing Co. reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during …
Bloomberg Debby Wu
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Shay Boloor
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$TSM March revenue jumps 45% YoY to $13.1B. If the AI factory is already putting up numbers like this then it shows how early we still are in the AI cycle. [image]