$Taiwan Semiconductor (TSM.US)$ofThe performance is favorable.On July 10, the revenue for June, which was announced, increased by 32.9% compared to the same month of the previous year, setting a new record for the same month.For the period from April to June, the revenue increased by 40% compared to the same period of the previous year, significantly exceeding the market's forecasted growth of 35.5%.The strength of TSMC, the world's largest foundry (semiconductor contract manufacturer), suggests that the boom in AI investment continues.TSMC's revenue is announced before the earnings report, making it a leading indicator of performance not only for TSMC itself, but also for related companies.Said.
From the perspective of the supply chain,Exceeding TSMC's financial estimates could indicate the following two points:。
1) Strong business from major customers ordering from TSMC
2) Not only TSMC, but also its major suppliers are performing well.
So this time,We will check the leading stocks in the U.S. and Japan from TSMC's customers and suppliers.We will also confirm the recent trends of each company.earnings outlook and stock prices...