TSMC will report earnings 7/18 and analysts expect
$Taiwan Semiconductor(TSM.US$ -AI demand remains hot, strong demand for HPC and smartphone chips
-2nd quarter (Q2) results will be better than expected, revenue may top US$20 billion
-Q3 revenue will grow more than 10% vs Q2
-Full year revenue (in US dollars) will rise 21% to 26%
--Strong demand for 3nm family process technologies
-Price hikes for chip manufacturing and CoWoS advanced packaging
-Capex next year will be higher than 2024
-2nd quarter (Q2) results will be better than expected, revenue may top US$20 billion
-Q3 revenue will grow more than 10% vs Q2
-Full year revenue (in US dollars) will rise 21% to 26%
--Strong demand for 3nm family process technologies
-Price hikes for chip manufacturing and CoWoS advanced packaging
-Capex next year will be higher than 2024
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