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TSM — Ruslan Averin's Analysis · 1 entries

  1. TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing
    ·5 min read

    TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing

    Ruslan Averin on TSMC's June sales up 67.9% and first-half revenue near $75B — the clearest read that AI infrastructure demand is accelerating, not peaking.