AAI Gossip
TSMC’s sales are expected to drop in the seasonally strong 4th quarter for the first time in 10-years as US tariffs hurt consumer devices like PCs, smartphones, media report, noting 40% of TSMC’s sales go to consumer markets, 60% are for AI and high-performance computing. The 3rd quarter this year will be the peak for TSMC sales. $Taiwan Semiconductor(TSM.US) #semiconductors
Source: Dan Nystedt
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