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

Odaily Planet Daily News Analyst Fiona posted on the X platform that given the recent semiconductor landscape, the upcoming earnings reports of TSMC and ASML this week are particularly important. Today's TSMC June revenue report showed a 67.9% year-over-year increase. FundaAI believes that TSMC's gross margins in the second and third quarters are expected to exceed market expectations, with the Q2 gross margin potentially reaching 68.4%. It predicts that TSMC's advanced process capacity expansion will accelerate significantly in 2027, partly due to ASML's increased EUV production capacity.