FundaAI forecasts a Q2 gross margin of 68.4%. With ASML’s EUV production capacity ramping up, the expansion pace for advanced process nodes in 2027 needs to accelerate, and TSMC’s moat keeps deepening.

ASML-0.85%
TSM-0.98%
View Original
CoinNetwork
Jiexie/biqujie.com news: According to A’s early issuance report in 2021, TSMC’s revenue in June rose 67.9% year over year. Analyst Fiona said that the earnings report information released this week by TSMC and ASML is important. FundaAI predicts that TSMC’s gross margin in the second and third quarters is expected to exceed market expectations, with the second-quarter gross margin expected to reach 68.4%. In addition, it expects TSMC to accelerate advanced process capacity expansion in 2027, partly due to an increase in ASML’s EUV capacity.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned