TSMC's stock in the US surged nearly 10%, closing at a record high of $205 per share, with a total market capitalization reaching $1.07 trillion. TSMC previously announced its third-quarter financial report, with a net income of 325.3 billion New Taiwan Dollars in the third quarter, a year-on-year increase of 54%. All other indicators performed better than expected, with an upward revision of the performance guidance. Boosted by TSMC, chip stocks in the US generally rose, bolstering investors' optimistic sentiment on the demand for processors used in AI applications. NVIDIA hit a historic high intraday.

During the conference call, TSMC stated that the company's business is supported by strong demand for smart phones and AI-related 3nm and 5nm chips. Strong AI demand is driving the increase in 3nm and 5nm utilization rates, with expected annual revenue growth close to 30%. Guosheng Securities' research report pointed out that AI computing power continues to be one of the clearest themes in the market for the next two to three years. The trend of industry development has already taken shape, with relatively minimal impact from global macro or policy changes.

According to the Financial Data Center, among related listed companies:

Sunfar Silicon Industries previously announced that its wholly-owned subsidiary, Sunfar Electronic Materials, has passed TSMC's multiple quality verifications and has recently supplied its first formal products to TSMC.

Konfoong Materials International is engaged in the research, development, production, and sales of high-purity sputtering target materials, with customers including Semiconductor Manufacturing International Corporation, TSMC, and other globally renowned chip manufacturers.