TSMC: Trying Very Hard To Narrow Gap Betweem Demand And Supply

July 17 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:

• TSMC: DEMAND FROM AI IS GETTING STRONGER AND STRONGER

• TSMC: WE ARE MORE CONSERVATIVE ABOUT Q4 DUE TO TARIFFS AND OTHER UNCERTAINTIES

• TSMC: IMPACT FROM FOREX RATE IS HUGE

• TSMC: CONFIDENT IN 53% OR HIGHER GROSS MARGIN

• TSMC: WE HAVE NOT RECEIVED A SIGNAL YET ON NVIDIA H20, BUT CERTAINLY IS GOOD NEWS (IT CAN BE SHIPPED TO CHINA)

• TSMC: N3 CAPACITY WILL CONTINUE TO BE TIGHT IN COMING YEARS

• TSMC: USING N7 CAPACITY TO SUPPORT N5

• TSMC: DEMAND ON N3, N5 AND FUTURE N2 IS VERY HIGH

• TSMC: WE TRYING VERY HARD TO NARROW GAP BETWEEN DEMAND AND SUPPLY

• TSMC: N2 PROFITABILITY BETTER THAN N3

• TSMC: N2 DEVELOPMENT IS RIGHT ON TRACK

• TSMC: WE ARE MINDFUL OF MACRO UNCERTAINTY WHEN COMES TO CAPEX PLANNING

• TSMC: UNLIKELY TO SEE CAPEX SUDDENLY DROP A LOT

• TSMC: CEO: WE ARE TRYING VERY HARD ON COWOS TO NARROW THE GAP, NOW AND FOR 2026

• TSMC: WE DON'T WORRY ABOUT OVERCAPACITY

• TSMC: WE DON’T WORRY ABOUT OVER CAPACITY IN MATURE NODES BECAUSE TSMC BUILDS FOR CUSTOMER DEMAND

• TSMC: OUR CAPACITY IS VERY, VERY TIGHT

• TSMC: OUR RAMP UP SCHEDULE OVERSEAS TOTALLY BECAUSE OF CUSTOMER DEMAND

• TSMC: U.S. INVESTMENT EXPANSION DOES NOT AFFECT INVESTMENT IN JAPAN OR GERMANY

• TSMC EARNINGS CONFERENCE CONCLUDES

Source text: [ID:]