Latest datapoint that we’re still earlier in the AI buildout than most believe:
➡️ TSMC guides September revenue to $31.8–33.0B vs. Street at $31.74B.➡️ They’ll likely hit the high end, implying a 3% guide up which matches the 3% $TSMC is up in the premarket.➡️ They also raised CY25 revenue growth guidance to +30% y/y (from mid-20%).➡️ That sets CY26 up to beat Street expectations too.Source: Gene Munster
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