Woofun AI reports that Citigroup analysts maintain a resilient outlook for TSMC's gross margins, citing a 67.7% figure in the second quarter. Advanced process technologies accounted for 77% of wafer revenue, marking the first revenue contribution from 2-nanometer chips. The firm noted that strict pricing discipline has preserved long-term customer relationships. Management emphasized that AI demand has intensified beyond prior expectations, with agentic AI driving increased CPU requirements alongside accelerator growth.