Data: TSMC's June revenue increased by 67.9% year-on-year, FundaAI expects Q2 gross margin to reach 68.4%

Odaily reported that analyst Fiona posted on X platform, stating that in light of the recent semiconductor landscape, the upcoming earnings reports of TSMC and ASML this week are particularly significant. Today, TSMC's June revenue report showed a year-on-year revenue increase of 67.9%. FundaAI believes that TSMC's gross margins for the second and third quarters are likely to exceed market expectations, with the Q2 gross margin potentially reaching 68.4%. It is expected that TSMC's advanced process capacity expansion will accelerate noticeably by 2027, partly due to the increase in ASML's EUV production capacity.