$TSM.US$Financial results were announced on 7/18, and analys...
$TSM.US$Financial results were announced on 7/18, and analysts predict the following:
1. Demand for AI continues to be hot, and demand for chips for HPC and smartphones is high. Results for the second quarter (Q2) exceeded expectations, with sales exceeding 20 billion dollars
2. Third quarter sales grew 10% or more compared to the second quarter - full year sales grew 21% to 26%.
3. Increased prices for chip manufacturing and CoWoS advanced packaging. Therefore, the amount of capital investment next year will be higher than in 2024.
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