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TSMC outlook reinforces confidence in semiconductor demand
TSMC’s optimistic outlook boosted confidence in semiconductor demand, particularly from AI and high-performance computing customers.
TSMC delivered a stronger than expected outlook, easing concerns about a potential slowdown in global semiconductor demand. Management pointed to sustained orders from artificial intelligence and high performance computing customers as key growth drivers. The guidance lifted sentiment across the broader chip supply chain. Investors continue to monitor capital expenditure discipline, pricing stability, and execution consistency as technology investment cycles evolve.