BEGIN:VCALENDAR
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-june-2026-monthly-sales-ai-foundry-watch@catalyst-calendar.local
DTSTAMP:20260601T102643Z
DTSTART:20260710T053000Z
DTEND:20260710T053100Z
SUMMARY:TSMC 2026年6月月度营收发布与AI先进制程/封装需求观察
DESCRIPTION:TSMC官方财务日历显示将于2026年7月10日发布2026年6月月度销售数据。虽然月度营收通常不入库，但TSMC是全球AI芯片先进制程和先进封装的系统性龙头，该数据可能成为NVIDIA、AMD、Broadcom、Apple及AI ASIC供应链需求强弱的高频验证点。\\nImpact score: 76\\nExpected: 验证AI加速器、先进制程、CoWoS相关需求是否继续支撑高增长，并为7月中下旬半导体财报季提供前置信号。\\nAffected: TSM(subject\, mixed\, score 84)\; NVDA(customer\, mixed\, score 74)\; AMD(customer\, mixed\, score 68)\; AVGO(customer\, mixed\, score 66)\; SMH(etf\, mixed\, score 70)\\nSources: TSMC financial calendar: https://investor.tsmc.com/english/financial-calendar\\nTSMC 2026 monthly revenue page: https://investor.tsmc.com/english/monthly-revenue/2026\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsmc-june-2026-monthly-sales-ai-foundry-watch
CATEGORIES:filing\,US\,monthly sales\,foundry\,advanced packaging\,CoWoS\,AI chips
SEQUENCE:0
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TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: TSMC 2026年6月月度营收发布与AI先进制程/封装需求观察
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TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: TSMC 2026年6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