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

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