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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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08.05.26 - 11:06
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TSMC revenue rise highlights Asia′s grip on AI chip supply (Digitimes)
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TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker as investors focus on AI-related demand and capacity constraints across the semiconductor supply chain....
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