1. TSMC's Q2 2023 revenue surged by 13.7% YoY, driven by AI-related chip demand and a rebound in the semiconductor market; 2. High-performance computing (HPC) and AI chips, particularly for data centers and generative AI applications, fueled growth, with clients like Nvidia and AMD contributing significantly; 3. The company anticipates sustained momentum in HPC and automotive sectors, offsetting weaker smartphone and IoT demand, while advancing 3nm and 2nm process technologies.