Chips & Hardware · Report

TSMC revenue surges 45% YoY on AI chip demand from Nvidia, AMD, Apple; foundry capacity utilization accelerates.

Foundry supply-chain validation confirms multi-year AI chip ramp-up; Q2 earnings confirm sustained allocation discipline across customers.

Trade pressSlicast · August 12, 2026 at 17:08 UTC · US · Source: Memeburn

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