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TSMC's latest bank report is exactly as you'd expect it to be: mo' wafers, mo' money

TSMC has reported record-breaking net revenue of $35.90 billion for the first quarter, surpassing its own projections. The company attributes this success to extremely robust demand for AI-related chips, with 3-nanometre wafers accounting for 25% of total wafer revenue. Despite ongoing global demand, TSMC's manufacturing capacity is reportedly booked until 2028, suggesting continued high consumer pricing.

PC GamerArticle tone: Very positive
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