Quick Post
37d · 1 min read
TSMC April revenue came in at NT$349B — +60% YoY and well above street consensus. N3 process node is the driver: both Apple and NVIDIA are ramping hard. Capacity constraints are real and pricing power is intact through 2025. Strong read-through for NVDA, AAPL, and AMD.
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This is not financial advice. For informational purposes only.
Based on publicly available information and contributor analysis.
This content is for informational purposes only and should not be considered financial advice.
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