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TSMC posted record quarter earnings with full-year AI chip demand growth outlook exceeding 40% year-over-year.

TSMC's capacity constraints remain the bottleneck for AI chip supply; accelerating growth confirms the packaging and CoWoS capacity crunch persists.
Trade pressSlicast · July 17, 2026 · US · Source: Google News
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TSMC posted record quarter earnings with full-year AI chip demand growth outlook exceeding 40% year-over-year.

TSMC's capacity constraints remain the bottleneck for AI chip supply; accelerating growth confirms the packaging and CoWoS capacity crunch persists.

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In-depth analysis
CommentaryTSMC Raises Prices and Extends Bookings to 2028 While First Signs of Structural Disruption EmergeCommentaryTSMC's 28nm Retreat: A Calculated Bet on AI-Era Silicon
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TSMC posted record quarter earnings with… · Slicast