Data: TSMC’s June revenue rose 67.9% year-on-year; FundaAI expects Q2 gross margin to reach 68.4%.

According to Odaily, analyst Fiona posted on X that, given the current semiconductor situation, the upcoming earnings reports from TSMC and ASML this week are especially important. Today's June revenue report from TSMC shows that revenue increased by 67.9% year-on-year. FundaAI believes that TSMC's gross margin for Q2 and Q3 is likely to exceed market expectations, with the Q2 gross margin expected to reach 68.4%. It is projected that TSMC's expansion of advanced process capacity in 2027 will accelerate significantly, partly due to ASML’s EUV capacity improvement.