据财联社主题库显示，相关上市公司中：The US stock market's Taiwan Semiconductor surged nearly 10%, closing at a record high of $205 per share. Taiwan Semiconductor previously released its third-quarter financial report, with all indicators exceeding expectations and raised performance guidance.
The US stock market's Taiwan Semiconductor surged nearly 10%, closing at a record high of $205 per share, with a total market value of $1.07 trillion. Taiwan Semiconductor previously announced 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 exceeded expectations and performance guidance was raised. Boosted by Taiwan Semiconductor, US chip stocks generally rose, boosting investors' optimistic sentiment towards the demand for processors used in AI applications. Nvidia hit a historical high intraday.
Taiwan Semiconductor stated at a press conference that the company's business is supported by strong demand for smartphones and AI-related 3 and 5nm chips. Strong AI demand is driving the increase in 3 and 5nm production capacity utilization rates, with expected annual revenue growth of close to 30%. Guosheng Securities' research report pointed out that AI computing power remains one of the clearest main themes in the current and even the next two to three years, and industry development trends have emerged. The impact under global macro or policy changes is relatively small.
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 Taiwan Semiconductor's multiple quality verifications and has recently supplied its first batch of official products.
Konfoong Materials International is engaged in the research, production, and sales of high-purity sputtering target materials, with customers including Semiconductor Manufacturing International Corporation, Taiwan Semiconductor, and other globally renowned chip manufacturers.
