TSMC's second quarter financial report shows that HPC revenue accounts for more than half of the total for the first time

TSMC's second-quarter financial report data showed that HPC (high-performance computing) revenue accounted for 52%, exceeding mobile phone chip revenue for the first time. In addition, the proportion of revenue from mainland China customers increased from 9% to 16%. It is speculated that this may be due to precautionary stockpiling by customers due to geopolitical expectations.