nomadic_m
10-18

$Taiwan Semiconductor Manufacturing(TSM)$ 's record profit is a positive sign for $NVIDIA Corp(NVDA)$ due to their close business relationship and growing demand for AI chips. This may lead to:

- Increased production capacity

- Improved supply chain stability

- Potential cost benefits

- Stronger partnership

This could ultimately benefit Nvidia's business and financial performance.

$NVDL 20251024 109.0 CALL$  

TSMC Hits Record Profit! Are Chip Stocks Back in Action?
TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year. ASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI. €5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts --------- 1. How do you view TSMC's record profits? 2. Will they offer guidance on semiconductor cycle? 3. Is AI still as hot as market signals?
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