Summary：**TSMC Sales Surge 36% While Memory Stocks Crash, Impacting NVIDIA and AMD***Introduction* Taiwan S

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**TSMC Sales Surge 36% While Memory Stocks Crash, Impacting NVIDIA and AMD**

*Introduction*
Taiwan Semiconductor Manufacturing Company (TSMC) reported a striking 36% jump in quarterly sales, with June revenue climbing 67.9% year‑over‑year. The announcement comes as memory‑chip makers see their shares tumble, raising questions about how the divergent trends will affect GPU leaders NVIDIA and AMD. The contrast highlights a shifting landscape in the semiconductor ecosystem, where foundry strength is outpacing traditional memory demand.

*Key Developments*
TSMC’s second‑quarter results were driven by robust orders for advanced‑node wafers, particularly 5‑nm and 3‑nm processes used in AI accelerators, high‑performance computing, and next‑generation