TSMC: The resumption of sales to China by H20 is a good thing.

On July 17th, TSMC executives mentioned during the second quarter performance briefing that they have not seen any more signals regarding the resumption of sales to China by H20, but it is indeed a good thing. China is a very big market and it is a very positive news for the company. They do not think it is the right time to raise guidance yet, it might happen in the next quarter.