台積電5月營收1765億年減4.9%，月增19.4%，1-5月累計營收8330億年減1.9%。
台積電股東會時有說生成式AI需求激增，讓先進封裝供不應求，下半年會比上半年好，第二季是週期低點許多客戶的庫存已經降低，一些終端市場需求有出現回溫。
$TSM Q2的財測營收預估是152-160億，台幣約4600億到4900億，四五月的合併營收已經3244億，六月只要約1350億就能達標。
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