
Long-term Value InvestorTSMC has received 'super urgent orders' from Chinese clients who are willing to pay a 40% premium due to concerns that the U.S. presidential election may further damage Sino-U.S. relations, according to unnamed industry sources cited by media reports. The reports added that TSMC's strong Q2 gross margin was driven by China, which accounted for 16% of TSMC's Q2 revenue, up from 9% in Q1. TSMC's major clients in China include Bitmain and Alibaba (T-Head).$Taiwan Semiconductor(TSM.US)
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