October 11th, GuoLunHui | Taiwan Semiconductor (TSM.US) rose 1.23% to $188 in pre-market trading. In terms of news, an analyst at Morgan Stanley mentioned in a research report that driven by the demand for AI chips and the outsourcing business of integrated equipment manufacturers, Taiwan Semiconductor's compound annual growth rate of revenue for the next five years may continue to stay at 15%-20%. It is said that Taiwan Semiconductor's gross margin is expected to slightly increase from 55% in the third quarter to 55.5% in the fourth quarter, driven by strong demand for AI chips and further increase in Apple's 3-nanometer chip production. After the successful price hike, the company is expected to maintain its gross margin at around 55% in 2025 and beyond. (GuoLunHui)