BUY
TSMC just raised full-year growth guidance to "slightly more than 40%" after a blowout Q2. Who's still worried about AI demand?
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% …