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You Won't Believe The Shocking Comments From Taiwan Semiconductor Management!
Oct 22, 2025
Taiwan Semiconductor Manufacturing Company (TSMC) management provided an update on the gross margin dilution expected from overseas fab expansion. While the dilution for the second half of 2025 and the full year is now expected to be less severe than previously guided, management cautioned investors not to get overly excited about this near-term improvement, as margins are still expected to decline over the long term due to increased production costs outside of Taiwan.
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