TSMC April sales jump 17.5%
- TSMC reported April sales rose 17.5% year‑over‑year, with first‑four‑months revenue up about 29.9% as AI chip demand remains strong. - April revenue was reported at NT$410.73 billion, a slight month‑to‑month dip from March but a strong year‑on‑year gain; plans to expand US capacity, including Arizona, are accelerating. - The results underscore constrained compute availability and the need for software to handle cost‑aware inference and fallback strategies. (bloomberg.com) (digitimes.com)