TSMC reports Q1 revenue up 16.5% YoY to $18.5B and expects revenue to grow at least 20% in 2024, reversing 2023's slight decline, and budgets capex of $28B-$32B (Jane Lanhee Lee/Bloomberg)
https://www.bloomberg.com/news/articles/2024-04-10/tsmc-s-sales-surge-most-since-2022-after-riding-ai-chip-boom
http://www.techmeme.com/240410/p8#a240410p8