Ge Long Hui·2025-11-10 09:36Core Insights - TSMC's stock rose by 3% to $295.09 ahead of market opening, reflecting positive market sentiment following its revenue announcement [1] - TSMC reported October revenue of NT$367.47 billion, representing a year-on-year increase of 16.9% and a month-on-month increase of 11% [1] - Cumulatively, TSMC's revenue for January to October 2025 reached NT$3,130.44 billion, showing a year-on-year growth of 33.8% [1] Company Developments - NVIDIA's CEO Jensen Huang attended TSMC's annual sports event, highlighting the strong demand for AI and the Blackwell platform [1] - Huang indicated that the demand for Blackwell is growing monthly, prompting NVIDIA to request an increase in chip supply from TSMC [1] - TSMC's CEO C.C. Wei confirmed receipt of NVIDIA's request for production expansion, but details regarding the quantity requested remain confidential [1]