Taiwan Semiconductor reported a 30% increase in sales in the first two months of the year, driven by robust AI infrastructure build activity. The gain underscores strong near-term AI-driven demand for TSMC, though the boost occurred prior to the outbreak of conflict in the Middle East, which introduces geopolitical downside risk to forward momentum.
Taiwan Semiconductor reported a 30% increase in sales in the first two months of the year, driven by robust AI infrastructure build activity. The gain underscores strong near-term AI-driven demand for TSMC, though the boost occurred prior to the outbreak of conflict in the Middle East, which introduces geopolitical downside risk to forward momentum.
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