电子行业周报：ASML发运第3台High NA EUV，台积电三季度受益于AI业绩大增

Investment Rating - The report maintains a "Buy" rating for several companies in the semiconductor and electronics sectors, including Tongfu Microelectronics, Fuzhicheng Technology, Changdian Technology, and others [6][15]. Core Insights - The electronics industry saw a significant increase of 5.37% from October 14 to October 18, outperforming other sectors [22]. - ASML shipped its third High NA EUV lithography system, with expectations that the Chinese market's share will drop to 20% next year [4][12]. - TSMC reported a substantial increase in Q3 earnings, driven by strong demand in the AI and smartphone markets, with revenues reaching $23.5 billion, a 12.9% increase quarter-over-quarter and a 36% increase year-over-year [5][13]. Summary by Sections Industry Performance - The electronics sector's P/E ratio stands at 54.52, making it one of the top three sectors in terms of valuation alongside computer and defense industries [22]. - The report highlights that all sub-sectors within the electronics industry experienced upward trends during the specified week, particularly optical components, semiconductor equipment, and digital chip design [27]. Company Highlights - ASML's third High NA EUV system is priced at approximately $350 million, significantly higher than its standard EUV systems [4][12]. - TSMC's Q3 net profit reached NT$325.26 billion (approximately $10.12 billion), marking a 54.2% year-over-year increase [5][13]. Recommendations - The report suggests focusing on domestic lithography machine-related stocks such as Fuzhicheng Technology and Meilai Optics, as well as advanced packaging and computing-related stocks like Tongfu Microelectronics and Cambrian [4][5][12][13].