Express News | taiwan semiconductor's sales revenue in September was 251.873 billion New Taiwan Dollars, a year-on-year increase of 39.6%.
350 sets of H100 replace 0.04 million CPUs! Taiwan Semiconductor applies nvidia platform to accelerate computing and ignite the semiconductor manufacturing revolution.
nvidia's cuLitho platform significantly improves the speed of the computational lithography, a cornerstone step in chip manufacturing. Through this platform, nvidia and taiwan semiconductor have increased the speed of optical mask curve process and traditional Manhattan process by 45 times and nearly 60 times, respectively.
Nvidia Stock Nears Record High. TSMC's Stellar Sales Could Help It Get There. -- Barrons.com
Goldman Sachs: Taiwan Semiconductor is expected to maintain revenue growth momentum in the next five years.
Economic Daily on October 9th | Analysts from Morgan Stanley said in a research report that driven by the demand for AI chips and the outsourcing business of integrated device manufacturers, Taiwan Semiconductor's compound annual growth rate of revenue in the next five years may continue to maintain at 15%-20%. Due to strong demand for AI chips and further increase in Apple's 3nm chip production, Taiwan Semiconductor's gross margin in the fourth quarter may slightly increase from 55% in the third quarter to 55.5%. After the successful wafer price increase (effective next year), Taiwan Semiconductor's gross margin in 2025 and beyond may remain around 55%. They added, "Recognizing"
Express News | MediaTek releases its first 3-nanometer smartphone chip, aiming to compete with Qualcomm in the high-end market.
Nasdaq fell slightly by 0.02%. nvidia and taiwan semiconductor both opened more than 1% higher.
October 9th, Gelonghui | The three major US stock indexes opened slightly lower, with the Nasdaq and S&P 500 indexes down 0.02% and the Dow down 0.08%. Nvidia rose more than 1%, with company executives stating that the next-generation Blackwell chip will be shipped to customers in the fourth quarter of this year, with excellent energy efficiency. Taiwan Semiconductor also rose more than 1%, with September sales of 251.87 billion New Taiwan dollars, a 0.4% increase month-on-month and a 39.6% increase year-on-year. Boeing fell more than 2.8%, being placed on the S&P negative watchlist, and negotiations between the company and IAM union have once again broken down. Google dropped 0.7%, with the US Department of Justice reportedly considering breaking up Google as an antitrust measure.
Preview of US stocks | Focus tonight! The minutes of the Fed meeting with a series of official speeches are coming; the three major futures are generally down before the market, nvidia continues to rise by more than 1%, and Chinese concept stocks continue
Set! On Saturday morning at ten o'clock, the highly anticipated press conference by the Ministry of Finance will take place; ai chips maintain strong demand! Taiwan Semiconductor's Q3 revenue exceeded expectations, with a significant increase of 39%; the US Department of Justice is considering recommending that Google sell off parts of its business.
HSBC executives: AI once again demonstrates its magic power, helping banks achieve a performance increase of over 5%.
More and more financial service companies are promoting the advantages of ai in improving productivity and overall operation efficiency.
6-K: Report of foreign private issuer (related to financial reporting)
Taiwan Semi's Q3 Sales Seen to Beat Estimates, September Revenue Surges Amid AI Chip Demand
TSMC Beats Forecasts With Sharp Rise in Third-quarter Sales
TSMC Could Sustain Revenue Growth Momentum Over Next Five Years -- Market Talk
taiwan semiconductor announces optimistic monthly revenue, third-quarter performance will easily exceed expectations.
Benefiting from the growth demand of ai, Taiwan Semiconductor announced on Wednesday, October 9th, that its September monthly data increased year-on-year and month-on-month; Calculations show that Taiwan Semiconductor's third-quarter revenue will easily exceed market forecasts and the company's previous outlook; The company's stocks listed in Taipei have risen 72% year-to-date.
Express News | Ideal plans to establish a chip research and development office in Hong Kong, and the smart driving chip will begin mass production.
Express News | Daiwa: Samsung's HBM4 technology will be outsourced to Taiwan Semiconductor.
Strong demand for ai chips! Taiwan Semiconductor's sales in September reached 251.87 billion New Taiwan dollars, an increase of 39.6% year-on-year.
According to Reuters' calculations, Taiwan Semiconductor's third-quarter revenue was 759.69 billion New Taiwan dollars (23.62 billion US dollars), higher than analysts' market expectations of 750.36 billion New Taiwan dollars (23.33 billion US dollars). Taiwan Semiconductor is expected to disclose comprehensive performance next Thursday.
TSMC Surpasses Revenue Expectations
Strong demand for AI chips, taiwan semiconductor (TSM.US) Q3 revenue significantly exceeded expectations, up by 39%.
Taiwan Semiconductor announced a 39% increase in quarterly revenue, better than expected, easing concerns about the reduction in spending on ai hardware.
taiwan semiconductor (TSM.US) saw a nearly 40% year-on-year increase in revenue last month.
taiwan semiconductor (TSM.US) announced that the revenue in September increased by 39.6% year-on-year to 251.87 billion new Taiwan dollars, a 0.4% increase month-on-month. The revenue for the first nine months of this year was 2.03 trillion new Taiwan dollars, an increase of 31.9% compared to the same period last year.
TSMC September Revenue Rose 40% on Year to NT$251.87B