TSMC(US:TSM) Zhi Tong Cai Jing·2025-08-13 06:57Group 1 - The Taiwanese stock market is approaching historical highs, driven by positive prospects in the artificial intelligence industry and the U.S. exemption of certain tariffs for major chip manufacturers [1] - The Taiwan Weighted Index has risen approximately 40% since its low in April, largely due to the stock price increase of TSMC, a core supplier for Nvidia [1] - TSMC raised its revenue growth forecast for 2025 and reported better-than-expected earnings for the June quarter, boosting investor confidence in the AI sector [1] Group 2 - TSMC reported July revenue of NT$323.2 billion (approximately $10.8 billion), reflecting a year-on-year growth of 26%, indicating accelerated investment in the AI field [2] - Despite facing currency appreciation pressures, TSMC's cumulative revenue from January to July increased by 38% compared to the same period in 2024 [2] - TSMC's stock price rose by 1.7%, hovering near historical highs, with other companies like Foxconn and Quanta Computer also contributing to the index's rise since April [2]