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31.10.25 - 05:06
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TSMC′s profit engines: Nvidia and Apple orders exceed 40% of revenue (Digitimes)
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TSMC has secured a record-breaking performance for 2025, with profits reaching NT$1.21 trillion (approx. US$39.4 billion) in the first three quarters, already surpassing full-year 2024 results. Key drivers include Nvidia's Rubin platform chips entering 3nm production ramping up in 2026, alongside Apple advancing into 2nm process technology, combined with new advanced packaging using WMCM. Together, these two major customers are expected to account for over 40% of TSMC's revenue, fueling sustained average selling price (ASP) growth....
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17.10.25 - 13:01
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TSMC Lifts Full-Year Outlook on Soaring AI Demand (Caixin)
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Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) on Thursday raised its full-year revenue outlook, betting that a surge in demand for artificial intelligence chips will more than offset the loss of the Chinese market due to U.S. export controls.
... Read more...
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16.10.25 - 22:42
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TSMC Beats Expectations, Raises Revenue Outlook | Bloomberg Tech 10/16/2025 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss TSMC's third-quarter results, which beat expectations and provided a positive outlook buoyed by strong AI demand. Plus, China unveils export controls on its rare-earth supply chain, sparking a global pushback. And the head of Apple's ChatGPT-like search effort leaves in another blow to the company's AI ambitions. (Source: Bloomberg)...
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16.10.25 - 20:24
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TSMC Rises on Strong AI Results and Outlook | Open Interest 10/16/2025 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Stocks shake off trade jitters as tech optimism and a strong earnings keep momentum going. While the US continues to play hardball with China, global CEOs including Apple's Tim Cook meet with Beijing's top trade negotiator. Fed Governor Christopher Waller calls for careful cuts and weighs in on the economic impact of AI. And the future of solar-powered EV cars. We talk to Aptera Motors Co-CEO Chris Anthony about his vision (Source: Bloomberg)...
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16.10.25 - 18:57
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MÄRKTE USA/Etwas leichter - TSMC-Zahlen stützen Chipwerte (Dow Jones)
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DOW JONES--Im Verlauf des Donnerstagshandels bröckeln die Gewinne an der Wall Street. Gegen Mittag (Ortszeit New York) notiert der Dow-Jones-Index 0,3 Prozent niedriger bei 46.135 Punkten. Der SP-500 sinkt um ebenfalls 0,3 Prozent. Der Nasdaq-Composite ......
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16.10.25 - 15:09
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Futures Rise As Strong TSMC Results Reboot AI Optimism (ZeroHedge)
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Futures Rise As Strong TSMC Results Reboot AI Optimism
Stock futures rose as an olive branch from Treasury Secretary Bessent calmed trade-war fears, while a guidance hike from chipmaker TSMC (which saw profit rise 39%) rejuvenated the AI narrative. Mood was boosted as earnings beats continue to roll in and some traders are ramping up bets for a half-point Fed rate cut by year-end. As of 8:00am ET, S&P futures are up 0.4%, with support from technology sector earnings, driving slight outperformance by Nasdaq 100 futures which are up 0.6%. Pre-market Mag7 names are all higher with Semis seeing a bid (AVGO +1.6%, NVDA +1.2%) with Cyclicals and Defensives indicated higher but Cyclicals outperforming. Europe's Stoxx 600 also rose, with Nestlé SA jumping more than 8% after reporting a rebound in sales and unveiling plans to cut 16,000 jobs. Bessent floated a longer-term US / China truce with the current agreement set to expire on Nov 10; the rare earth restrictions are receiving pushback from...
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16.10.25 - 12:00
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TSMC: Weltgrößter Chiphersteller verbucht erneut Rekordgewinn dank KI-Boom (Manager-Magazin)
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Der weltgrößte Chiphersteller TSMC eilt von einem Rekordquartal zum nächsten. Doch geopolitische Spannungen bedrohen die Branche. Mit Fabriken im Ausland, etwa in Deutschland und den USA, will sich TSMC unabhängiger machen... --- Der Umsatz werde 2025 voraussichtlich um etwa 35 statt rund 30 Prozent steigen. Der „KI-Megatrend“ gewinne an Dynamik, betonte TSMC mit Sitz in Taiwan...
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16.10.25 - 10:36
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TSMC Lifts Outlook as Profit Beats, Trump Says US & China in Trade War | Daybreak Europe 10/16/2025 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Today's guests: Karl Havard, Nscale, Chief Commercial Officer & Arsalan Tavakoli-Shiraji, Databricks, Co-Founder & SVP, Field Engineering.
Correct: An on screen graphic incorrectly stated that Australian unemployment is the highest since 2011. It is the highest since 2021, as referenced verbally by the reporter. (Source: Bloomberg)...
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