Leverage Shares ETPs EU(@LeverageShares):The AI boom is becoming increasingly visible in TSMC's revenue mix. $TSM generated a record $40.2B in Q2 2026, with High Performance Computing accounting for 66% of revenue. That's three times the contribution from smartphones. HPC also posted the strongest sequential growth at +20% QoQ. Which end market do you think will be TSMC's next major growth driver after AI?

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Leverage Shares ETPs EU@LeverageShares

2026.07.16 14:44

The AI boom is becoming increasingly visible in TSMC's revenue mix. $TSM generated a record $40.2B in Q2 2026, with High Performance Computing accounting for 66% of revenue. That's three times the contribution from smartphones. HPC also posted the strongest sequential growth at +20% QoQ. Which end market do you think will be TSMC's next major growth driver after AI?