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TSMC seen riding AI boom to fifth straight quarter of record profit

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TSMC seen riding AI boom to fifth straight quarter of record profit

TSMC is expected to deliver a fifth straight quarter of record earnings, supported by surging AI infrastructure spending. The article frames demand as strong enough to sustain profitability momentum, implying continued upside for the advanced AI chip supply chain.

Analysis

TSMC is expected to deliver a fifth straight quarter of record earnings, supported by surging AI infrastructure spending. The article frames demand as strong enough to sustain profitability momentum, implying continued upside for the advanced AI chip supply chain.

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