*TAIWAN SEMICONDUCTOR (TSMC) GUIDES REVENUE ABOVE ESTIMATES $TSM - Q1 REVENUE: $25.8B vs. $25.2B est. - Q1 NET INCOME: $11.2B vs. $10.9B est. - Q2 GUIDE: $28.4-$29.2B vs. $26.4B est. - NO CHANGE IN CUSTOMER BEHAVIOR BECAUSE OF U.S. TARIFFS; DEMAND STILL FAR OUTPACES SUPPLY - ARIZONA YIELDS SIMILAR TO TAIWAN FABS; EXPECT 30% OF 2NM CAPACITY TO BE IN ARIZONA OVER TIME - NOT INVOLVED IN JV DISCUSSIONS WITH ANY COMPANIES (RELEVANT TO RECENT INTEL JV RUMORS)
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