OUR THOUGHTS ON $TSM EARNINGS

When you step back and look at the print, $TSM just delivered the cleanest “AI is real” confirmation you could ask for from the one company that actually has to put the capital up. Revenue came in at $33.7B, up 26% YoY and ahead of expectations but the bigger story is what happened underneath the […]

Please sign in to view this content or register here.

More Like This

WHAT TO WATCH IN $TSM EARNINGS: THE AI FACTORY TEST

The New GPU Economy

The AI Factory That Built a Decade Long Lead

Rate your experience