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In June 2025, TSMC's revenue hit NT$263.709 billion, marking a 26.9% year-on-year increase. While the month-on-month growth rate specifically did not reach 39%, the cumulative revenue for the first six months surged 40.0% compared to the same period last year, underscoring a robust growth trajectory that outpaced market forecasts. This growth is partly fueled by heightened spending in the artificial intelligence sector, particularly the surge in demand following the advent of ChatGPT. As a key chip supplier to companies like NVIDIA and Apple, TSMC's position has garnered substantial investor attention. Furthermore, NVIDIA's market capitalization surpassing US$4 trillion underscores the renewed market enthusiasm for firms involved in AI infrastructure.
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