r/stocks — TSMC reports 68% surge in June revenue
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r/stocks — TSMC reports 68% surge in June revenue
· r/stocks
Source: View source · r/stocks · reddit
Why it's worth your time
The counterweight to the memory selloff, and it lands the same week. If AI compute demand were cracking, TSMC's monthly revenue would be the first place it showed. It isn't: +68% in June. Whatever the memory complex repriced today, it was not end-demand for AI silicon. Keeps the ASP-vs-demand distinction clean.
Related
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