Movement Alert｜Taiwan Semiconductor Manufacturing Intraday Rise 3.11% in Regular Trading, Nvidia-led custom HBM supply-chain collaboration lifts sentiment

On October 19, Taiwan Semiconductor Manufacturing rose 3.11% in Regular Trading, trading at $425.23 per share, with turnover of $1.935 billion.

The move coincided with reports that Nvidia is pushing a new custom HBM program for next-generation AI accelerators, requiring suppliers to use Taiwan Semiconductor Manufacturing’s 3-nanometer process for the base die, a development that also points to unusual cooperation between Samsung and Taiwan Semiconductor Manufacturing.

Recent reports said Nvidia’s custom NVHBM plan is driving supply-chain integration around advanced memory and logic packaging. According to those reports, Samsung would use Taiwan Semiconductor Manufacturing technology to produce 3-nanometer base dies for Nvidia’s next-generation HBM products, while Nvidia CEO Jensen Huang was also expected to speak, helping lift sentiment in Nvidia and Taiwan Semiconductor Manufacturing shares during the session. Earlier this month, Taiwan Semiconductor Manufacturing had already reported strong quarterly results, with third-quarter revenue of NT$1.494 trillion, up 50.9% year over year, and net profit of NT$763.1 billion, up 68.7%, reinforcing the market’s focus on sustained AI chip demand.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)