Citi analysts stated in a research report that TSMC’s gross margin outlook remains resilient. According to the analysts, with a Q2 gross margin reaching 67.7%, advanced process technologies accounting for 77% of wafer revenue, and 2nm chips contributing revenue for the first time, TSMC remains well positioned to maintain industry-leading profitability. They added that TSMC’s pricing discipline also supports long-term client relationships. More importantly, management reiterated that AI demand h

Citi analysts stated in a research report that TSMC’s gross margin outlook remains resilient. According to the analysts, with a Q2 gross margin reaching 67.7%, advanced process technologies accounting for 77% of wafer revenue, and 2nm chips contributing revenue for the first time, TSMC remains well positioned to maintain industry-leading profitability. They added that TSMC’s pricing discipline also supports long-term client relationships. More importantly, management reiterated that AI demand h

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Citi analysts stated in a research report that TSMC's gross margin outlook remains resilient. The analysts pointed out that with the gross margin reaching 67.7% in the second quarter, advanced processes accounting for 77% of wafer revenue, and 2nm chips contributing revenue for the first time, TSMC is still in a favorable position to sustain industry-leading profitability. They added that TSMC's pricing discipline has also maintained long-term customer relationships. More importantly, management repeatedly emphasized that AI demand has become stronger than previously expected, and as agent-based AI increases CPU demand beyond accelerators, the company continues to see growing AI demand.

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