
$Taiwan Semiconductor(TSM.US)TSMC's May sales reached NT$320.52 billion, a year-on-year increase of 39.6%.
Comment: It seems slightly less than April. However, the NT dollar has appreciated significantly against the USD recently. In USD terms, the month-on-month change is roughly the same. April's figures were unusually high due to order surges caused by Trump's policy disruptions, so a flat month-on-month growth in May in USD terms is already a decent increase.
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