SemisBullish 72
TSMC raises Q2 guidance on sustained AI demand
- TSMC guided Q2 revenue to the top end of estimates.
- Advanced packaging (CoWoS) orders for AI accelerators keep rising.
- Capex plan kept within the prior range.
Signals easing back-end bottlenecks in the AI cycle — supportive across the semis value chain.
Published Today 07:10Source: 공식 IR 자료 ↗