$Taiwan Semiconductor(TSM.US) Q2 results just landed: revenue $40.2B hitting the high end of guidance, net profit +77.4% to a record, gross margin 67.7% beating the midpoint. HPC is 66% of revenue now, almost all AI. this settles the debate this week's memory dump started. the demand is real and it's accelerating. i hold TSM as my cleanest AI bet, and this quarter just made me more confident, not less.
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