TSMC(US:TSM) Mei Ri Jing Ji Xin Wen·2025-07-24 06:17Group 1 - The semiconductor industry is experiencing high demand driven by AI, with TSMC raising its 2025 revenue growth forecast to around 30% due to strong AI demand and a moderate recovery in non-AI demand [1][2] - TSMC's 2Q25 revenue reached $30.07 billion, exceeding guidance, with HPC business accounting for 60% and a 14% quarter-over-quarter growth [1][2] - The approval of H20 chip exports to China by the US is expected to benefit domestic computing infrastructure development, positively impacting related industry chain companies [2] Group 2 - The Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index saw a strong increase of 1.55%, with notable gains in constituent stocks such as ZKFC and Xinyuan Micro [1] - The Sci-Tech Semiconductor ETF (588170) rose by 1.41%, with a trading volume of 78.65 million yuan and a turnover rate of 29.47%, indicating active market participation [1] - The ETF's latest scale reached 264 million yuan, marking a three-month high, with a significant increase of 16 million shares over the past three months [1]