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Posted by
Two Blokes Apr 19 -
Filed in
Stock
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Taiwan Semiconductor delivered strong Q1 results with 41% YoY revenue growth and solid EPS, driven by advanced nodes and AI demand, maintaining its 'Buy' rating. Despite tariff risks, TSMC's guidance remains robust, with Q2 revenue expected to rise 13% QoQ and capex focused on advanced nodes. The U.S. investment plan marks a strategic shift, potentially increasing geopolitical risk, but diversifying production outside Taiwan.
