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.