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Brian0329

Financial and Industry Dynamics

• TSMC Earnings Call Releases Major Positives, Unlimited Profit Potential: TSMC announced yesterday during its earnings call that its third-quarter net profit reached NT$763.06 billion, with earnings per share of NT$29.43, hitting a new historical high. Chairman C.C. Wei emphasized, "The supply-demand gap for AI remains large, and we are fully expanding production capacity," and confirmed that a team has been dispatched to evaluate factory construction in Texas, USA, and is discussing production capacity cooperation with Terafab, invested in by Elon Musk. • 13 Financial Holding Companies Earn More Than Full-Year Record: The cumulative profits for the first nine months of Taiwan's 13 listed financial holding companies have all been released, totaling NT$631.8 billion (a 45% year-on-year increase), pre-emptively breaking the historical record for the highest full-year earnings.

2026.10.16 AM 6:06 · View Count 2

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Lv.1

墨墨​

TSMC's profit data is truly astonishing; the expansion of AI demand far exceeds market expectations. The profit performance of financial holding companies also reflects the current liveliness of the capital market. Recently, these data have been fluctuating frequently. How long do you think this growth trend can last?

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2026.10.16 AM 7:11