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

((Reuters Investor Briefs; email: reutersinvestor.briefs@thomsonreuters.com))
Source Date/Time = 17-JUL-202507:16:58 GMT