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Posted by
Two Blokes Jul 24 -
Filed in
Stock
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TSMC delivered a strong 2Q FY2025 beat and raised its full-year revenue outlook, driven by robust AI demand and resilient economy. Management hasn't seen any major changes in customer behavior or signs of demand being pulled forward from 2H 2025 due to tariff concerns. Margins are expected to decline more sharply in 3Q FY2025, with a wider margin outlook beyond 2025.
