TSMC posted all-time high revenue in 2Q. $30.5B revenue (at a monthly weighted avg USD/NTD fx rate of 31 vs 32.5 guidance). 4th time all-time high 2Q in last 5 years. NT appreciation means, GM/OPM guidance miss. Weakest Jun mon/mon growth in last 4 years. At 25% annual growth guidance, 2H will grow just 1% vs 27% H/H growth in '24.
Source: Sravan Kundojjala
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