Core Viewpoint - TSMC reported strong revenue growth for October and year-to-date, driven by robust demand for AI-related chips, particularly from Nvidia [1] Group 1: Financial Performance - TSMC's revenue for October reached NT$367.47 billion, representing a year-on-year increase of 16.9% and a month-on-month increase of 11% [1] - Cumulative revenue from January to October 2025 totaled NT$3,130.44 billion, reflecting a year-on-year growth of 33.8% [1] Group 2: Market Demand - Nvidia's CEO Jensen Huang highlighted strong demand for the Blackwell platform, indicating that AI demand continues to grow significantly [1] - Huang stated that the demand is "growing stronger every month," leading Nvidia to request an increase in chip supply from TSMC [1]
美股异动丨台积电涨3.4%,10月营收同比增长16.9%、环比增长11%