$Taiwan Semiconductor (TSM.US)$On July 18th, we announced ou...
$Taiwan Semiconductor (TSM.US)$The company announced its financial results on July 18th, and analysts have the following financial estimates:
1. AI demand continues to be strong, with high demand for HPC and smart phone chips. The performance in the second quarter (Q2) exceeded expectations, with revenue exceeding 20 billion dollars.
2. Sales in the third quarter are expected to grow by more than 10% compared to the second quarter - annual sales are expected to grow by 21% to 26%.
3. Chip manufacturing and CoWoS advanced encapsulation prices have increased. Therefore, next year's investment amount will be higher than in 2024.
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