Data: TSMC’s June revenue increased by 67.9% year-on-year; FundaAI expects Q2 gross margin may reach 68.4%

Odaily Planet Daily News Analyst Fiona posted on platform X, stating that given the recent semiconductor landscape, the upcoming earnings reports from TSMC and ASML this week are particularly important. TSMC's June revenue report released today shows a year-on-year revenue increase of 67.9%. FundaAI believes that TSMC's gross margins for the second and third quarters may exceed market expectations, with the 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 the increase in ASML's EUV production capacity.