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.

1. TSMC's Q1 net profit rose 9% year-on-year to $6.97 billion, exceeding market expectations; 2. Strong demand for AI-related chips, particularly from NVIDIA and Apple, drove revenue growth despite a 3.8% decline in overall smartphone chip sales; 3. The company maintained operations after a major Taiwan earthquake and forecasts Q2 revenue growth of up to 30%, banking on sustained AI boom and advanced chip production.

1. TSMC is seeking land in Pingtung, Taiwan, for a new CoWoS advanced packaging plant to meet the surging demand for AI chips. 2. The company's CoWoS production capacity is reportedly in serious short supply, prompting the expansion. 3. TSMC aims to more than double its CoWoS production capacity this year and continue efforts into 2025 to close the supply-demand gap.

1. The article discusses the critical role of blank wafer suppliers in the semiconductor industry, highlighting their transformation of silicon sand into high-purity monocrystalline silicon wafers. 2. It explains the importance of silicon in the semiconductor industry, noting its semiconductor properties and the stringent purity requirements for electronic-grade silicon. 3. The article also addresses the current market dynamics, including the impact of the AI revolution on silicon demand and the challenges faced by GPU manufacturers in increasing performance within the reticle limit.