TSMC(US:TSM) Xin Lang Cai Jing·2025-11-25 06:53Group 1 - The semiconductor industry index rose by 0.23% as of November 25, 2025, with notable increases in individual stocks such as ShenGong Co. (up 13.18%) and ChangChuan Technology (up 3.55%) [1] - The semiconductor industry ETF (159582) increased by 0.15%, with a latest price of 2.01 yuan, and has seen a cumulative rise of 11.85% over the past three months [1] - TSMC plans to build three additional 2nm fabs in Taiwan to meet the surging demand for AI chips, with an estimated total investment of 900 billion NTD [1] Group 2 - Tianfeng Securities highlights that edge AI chips are evolving towards "high energy efficiency architecture + scenario-based customization + global ecosystem," with advancements in in-memory computing and software toolchains [2] - The semiconductor industry ETF closely tracks the CSI Semiconductor Industry Index, which includes up to 40 companies involved in semiconductor materials, equipment, and applications [2] - As of October 31, 2025, the top ten weighted stocks in the CSI Semiconductor Industry Index accounted for 78.04% of the index, including companies like Zhongwei Company and North Huachuang [2]