- Entry
- $397.75
- Now
- $409.70 +3.0%
- Target
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- Score
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Q2 revenue came in at $40.2B, up 34% YoY, beating estimates. Net income up 74% YoY. Gross margin at 67.7%. These aren't soft numbers. The part that caught my attention: HPC revenue jumped to 66% of sales, up from 61% last quarter. N2 node already contributing 3% in its debut quarter. Management then raised full-year growth guidance from "more than 30%" to "slightly more than 40%", and bumped capex to $60-64B. They also added another $100B to the Arizona commitment, …
— ORIGINAL POST ·
TSMC just raised full-year growth guidance to "slightly more than 40%" after a blowout Q2. Who's still worried about AI demand?
· r/smallstreetbets
· Jul 17, 2026