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Posted by
Two Blokes Apr 25 -
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Stock
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TSMC's Q1 2025 revenue rose 41.6% YoY, with 73% of wafer sales from advanced nodes 7nm and below. High-performance computing now represents 59% of revenue, growing 28% YoY, offsetting a 22% sequential decline in smartphone revenue. CoWoS packaging demand is surging, expected to triple by year-end, with gross margins exceeding 60–65% and growing AI workloads.
