Financial PerformanceTSMC reported a blowout quarter with revenue, gross margin, and operating margin results and guidance that well exceeded consensus estimates.
Market PositionTSMC is seen as one of the most straightforward ways to play AI, which shows no signs of slowing.
Technological LeadershipTSMC is set to receive its first high-numerical aperture (high-NA) extreme ultraviolet (EUV) lithography tool from ASML, ahead of Samsung’s schedule, to support the development of future advanced semi processes.