TSMC and UMC monthly sales confirm peaking Semiconductor growth

I wrote here on Semi revenue growth peaking. TSMC and UMC monthly revenues confirm this

TSMC is on a high peak of year-on-year growth that isn’t moving higher, reflecting High Perf Computing, AI-Accelerators, AI-smartphone peaking out for now

UMC is back to flat year-on-year, reflecting the mild end-demand stabilization and inventory re-built in Consumer Elec, mass-market Smartphone, PC, while Auto & Industrials are declining