Core Insights - Semiconductor stocks mostly rose on Thursday, with TSMC experiencing a slight decline of 0.8% to $302.61 [1] - TSMC reported a Q3 net profit of NT$452.3 billion, a 39% year-on-year increase, surpassing the estimated NT$405.47 billion [1] - TSMC's Q3 gross margin improved to 59.5%, up from 58.6% in the previous quarter and exceeding analyst expectations of 57.1% [1] Company Performance - Nvidia (NVDA) increased by over 1.2% [1] - Micron Technology (MU) rose by over 5% [1] - ASML (ASML) gained over 1.4% [1] - Marvell Technology (MRVL) saw an increase of over 1% [1] - AMD (AMD) experienced a rise of 0.8% [1]

Core Viewpoint - TSMC's stock experienced a decline despite the company reporting strong quarterly results [1] Company Performance - TSMC's US-listed shares fell approximately 0.77%, trading at $302.36 [1]

美股周四早盘，台湾积体电路制造公司(TSM)股价下跌0.7%，此前该公司报告称，第三季度按公认会计 准则计算的每股稀释后收益(EPADR)为2.92美元，超出预期0.32美元，营收为331亿美元，同比增长 40.8%。 来源：视频滚动新闻 ...

Growth & Margins - TSMC sees growth in the mid-30% range, a significant increase from the initial 30% [2] - Gross margins are projected to reach 59-61%, a level considered highly profitable [3] Strategic Importance - TSMC's earnings report provides insight into the AI world [2] - TSMC is the primary foundry for both AMD and Nvidia [3]

Group 1 - TSMC reported significant growth in the AI sector, with a current growth rate in the mid-30s percentage range, indicating a strong performance in this area [2] - The gross margins for TSMC are projected to reach between 59% and 61%, which is considered a critical threshold for profitability according to industry standards [3] - TSMC serves as a foundational partner for major companies like AMD and Nvidia, highlighting its importance in the semiconductor industry [3]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

美股三大指数集体高开，纳指涨0.42%，标普500指数涨0.32%，道指涨0.24%。 台积电涨超2%，股价创新高，Q3净利润同比增长超39%创下纪录新高，上调销售预期。 赛富时涨6.8%，目标到2030财年实现营收超600亿美元，超市场预期。 甲骨文涨超1%，据报2030年OpenAI在甲骨文服务器上的支出或超过微软服务器。 (格隆汇) ...

Core Viewpoint - Semiconductor stocks experienced an increase following a positive forecast from TSMC, which has heightened optimism regarding demand for artificial intelligence infrastructure in a week characterized by multi-billion dollar developments [1] Group 1: Company Insights - TSMC, as a leading contract chipmaker, provided a forecast that suggests strong future demand, particularly in the AI sector [1] - The positive outlook from TSMC is seen as a catalyst for growth in semiconductor stocks, indicating a robust market response [1] Group 2: Industry Trends - The semiconductor industry is witnessing a surge in interest and investment, driven by advancements in artificial intelligence technologies [1] - The week has been marked by significant financial movements, with multi-billion dollar transactions highlighting the industry's growth potential [1]

US stocks surrendered early gains on Thursday as investors weighed AI demand signals and a prolonged US-China trade war stoked by President Trump. The tech-heavy Nasdaq Composite (^IXIC) flipped from solid gains to a 0.2% loss, even Nvidia (NVDA) and other AI-related stocks floated higher after chip manufacturing giant TSMC's stellar earnings. The S&P 500 (^GSPC) and the Dow Jones Industrial Average (^DJI) both fell roughly 0.3%. Chip stocks were boosted early Thursday after TSMC (TSM) hiked its outlook ...

US stocks rose on Thursday as chip manufacturing giant TSMC's (TSM) stellar earnings buoyed AI demand hopes, taking minds off fears of a prolonged US-China trade war stoked by President Trump. The tech-heavy Nasdaq Composite (^IXIC) moved up nearly 0.5%, while the S&P 500 (^GSPC) put on roughly 0.3%, as Nvidia (NVDA) and other AI-related stocks floated higher in TSMC's slipstream. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, added 0.2%. TSMC (Taiwan Semiconductor Manufactur ...