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TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge

1. TSMC reported a 39.1% profit increase in Q3 2025. 2. Revenue reached NT$989.92 billion, beating estimates significantly. 3. Strong demand for AI chips drove sales growth. 4. 74% of wafer revenue came from chips smaller than 7nm. 5. TSMC benefits from trends in AI and advanced computing.

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FAQ

Why Very Bullish?

Strong financial results and growth outlook align with TSMC's strategic focus on AI demand.

How important is it?

The significant profit and revenue growth indicate strong operational health and market demand.

Why Long Term?

Sustained demand for AI chips is likely to strengthen TSMC's market position over time.

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