TSMC Reports Record Revenues Amid Surging AI Chip Demand (heise.de)

• AI demand remains a critical driver for revenue growth.
• No material impact on production from Iran-related geopolitical tensions.
• Company maintains dominant leverage in the global semiconductor supply chain.

"Global foundry leader TSMC has posted record-breaking financial results, driven by sustained, high-intensity demand for artificial intelligence hardware. Despite regional conflicts in the Middle East, the company reports no disruption to its supply chain or order books. TSMC's outlook remains bullish, positioning itself as the critical backbone for global AI compute capacity while maintaining strong pricing power."