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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-tsmc-july-2026-monthly-sales-ai-foundry-watch@catalyst-calendar.local
DTSTAMP:20260720T200649Z
DTSTART:20260810T053000Z
DTEND:20260810T063000Z
SUMMARY:TSMC 2026年7月月度营收发布与AI先进制程/封装需求观察
DESCRIPTION:TSMC月度营收是全球AI芯片、先进制程和CoWoS封装需求的高频验证窗口。该事件虽属月度数据，但TSMC是全球AI半导体产业链系统性龙头，满足行业级materiality门槛。\\nImpact score: 76\\nExpected: 关注7月营收同比/环比、AI客户先进制程拉货、CoWoS供给和手机/PC季节性修复。\\nAffected: 2330.TW(subject\, unknown\, score 78)\; TSM(subject\, unknown\, score 76)\; NVDA(customer\, unknown\, score 62)\; AMD(customer\, unknown\, score 52)\; SMH(etf\, unknown\, score 48)\\nSources: TSMC monthly revenue reports: https://investor.tsmc.com/english/monthly-revenue\\nTSMC investor calendar: https://investor.tsmc.com/english/calendar\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsmc-july-2026-monthly-sales-ai-foundry-watch
CATEGORIES:filing\,TW\,TSMC\,monthly sales\,AI foundry\,CoWoS\,advanced node
SEQUENCE:0
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TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: TSMC 2026年7月月度营收发布与AI先进制程/封装需求观察
END:VALARM
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TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: TSMC 2026年7月月度营收发布与AI先进制程/封装需求观察
END:VALARM
END:VEVENT
END:VCALENDAR