Only TSMC Knows If the AI Boom Is Real — And Their 66% Margin Says Yes
Gennaro Cuof
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2026-05-02
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via FourWeekMBA
The AI Gold Rush Has One Universal Truth Detector — And It Just Delivered a 66% Margin Verdict While Big Tech CEOs paint rosy AI futures on earnings calls, Taiwan Semiconductor Manufacturing Company (TSMC) delivers the only number that matters: a 66.2% gross margin on $35.9 billion revenue, up 40.6% year-over-year. Unlike Google, Amazon, Microsoft, […] The post Only TSMC Knows If the AI Boom Is Real — And Their 66% Margin Says Yes appeared first on FourWeekMBA .
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