TSMC's revenue in June increased by 67.9% year-on-year, and FundaAI predicts a gross profit margin of 68.4% for the second quarter

Analyst Fiona said that the financial reports released by TSMC and ASML this week are important. TSMC's revenue in June increased by 67.9% year-on-year. FundaAI believes that TSMC's gross profit margin for the second and third quarters is expected to exceed market expectations, with a second quarter gross profit margin expected to reach 68.4%. It is expected that TSMC's advanced process capacity expansion will accelerate in 2027, partly due to ASML's EUV capacity increase.