TSMC(US:TSM) 智通财经网·2025-11-03 14:33Group 1 - CEO Jensen Huang of Nvidia stated that the U.S. initially underestimated China's potential in the tech industry, with China now capable of producing millions of AI chips annually [1] - TSMC announced a price increase plan for advanced processes below 5nm, with an average price increase of 3%-5% starting January 2026 [1][2] - The recent price adjustment by TSMC is attributed to the ongoing high demand for AI and computing chips [2] Group 2 - Industrial and Commercial Bank of China (ICBC) temporarily suspended and then resumed its gold accumulation business within the same day, highlighting operational inconsistencies [3] - The establishment of a new Debt Management Department within the Ministry of Finance, led by Li Dawei, indicates a significant institutional change aimed at improving government debt management [5] - The annual "Zodiac market" phenomenon in the A-share market is observed, but analysts caution that past experiences may not apply in the current market conditions [6] Group 3 - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $107,000 and Ethereum falling over 4%, leading to approximately 180,000 liquidations totaling $482 million [7][8] - Lithium hexafluorophosphate prices surged to 117,000 yuan/ton, nearly doubling in a month, driven by increased raw material costs and strong demand [9] - Positive announcements include China Shenhua's cash dividend distribution of 19.471 billion yuan and Hanjian He Mountain's procurement contract worth 207 million yuan [10]