WS #12183

06:47→07:11 UTC

From 500 msgs · 5 key-dev

TSMC earnings call confirms strong AI demand, power management IC shortage, inflation impact on tools, and very good business outlook for next few years, reinforcing bullish semiconductor thesis.

TSMC earnings call bullish details

TSMC earnings call confirms strong AI demand, power management IC shortage, inflation impact on tools, and very good business outlook for next few years, reinforcing bullish semiconductor thesis.

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