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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-q2-2026-earnings-ai-foundry-watch@catalyst-calendar.local
DTSTAMP:20260601T102548Z
DTSTART:20260716T060000Z
DTEND:20260716T073000Z
SUMMARY:TSMC 2026年二季度财报与AI先进制程/封装需求观察窗口
DESCRIPTION:TSMC Q2财报预计在7月中旬披露，虽官方尚未在可见日历中确认具体Q2电话会日期，但其先进制程、CoWoS/SoIC、N2/A16与资本开支展望对AI芯片链和设备链具有系统性影响。\\nImpact score: 82\\nExpected: 确认AI/HPC需求、先进制程利用率、CoWoS/先进封装供给、N2/A16进展、海外Fab成本和全年资本开支。\\nAffected: TSM(subject\, mixed\, score 92)\; NVDA(customer\, mixed\, score 72)\; AMD(customer\, mixed\, score 68)\; ASML(supplier\, mixed\, score 66)\; AMAT(supplier\, mixed\, score 62)\\nSources: TSMC financial calendar: https://investor.tsmc.com/english/financial-calendar\\nTSMC Q1 2026 earnings release PDF: https://pr.tsmc.com/system/files/newspdf/attachment/ccc793456ad779b0f181989dffc81f4e3da4aec2/1Q26%20%28E%29_with%20gudiance_final_wmn.pdf\\nWall Street Horizon TSM earnings calendar: https://www.wallstreethorizon.com/taiwan-semiconductor-earnings-calendar\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tsmc-q2-2026-earnings-ai-foundry-watch
CATEGORIES:earnings\,US\,TSMC\,foundry\,CoWoS\,先进封装\,AI芯片
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: TSMC 2026年二季度财报与AI先进制程/封装需求观察窗口
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DESCRIPTION:Complete post-event review: TSMC 2026年二季度财报与AI先进制程/封装需求观察窗口
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