TSMC Posts Record Revenue as Nvidia H200 Shipments Resume to China

June revenue hit $13.8B, up 68%, ASML raised its outlook, and H200 chips are flowing to China again — signs the compute buildout is accelerating even amid policy friction.

The hardware layer underneath the AI boom is running hot. TSMC set an all-time revenue record with June figures of $13.8 billion, up 68%, while ASML lifted its outlook and Nvidia resumed H200 shipments to China, according to @AiToolsRecap. The numbers describe an industry building capacity as fast as it can.

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