U.S. Stock Market Movement: TSMC surges on October 19 due to Nvidia HBM+, performance growth, and foundry business

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Bitget异动解读2026/10/19 15:15

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TSMC October 19 Surge Interpretation

Keywords: NVIDIA HBM, performance growth, foundry

1. On October 18, it was reported that Samsung plans to use TSMC's 3nm process to produce base chips for NVIDIA's next-generation customized HBM; NVIDIA also requested SK Hynix and Micron to adopt this process, with the core die using the sixth-generation DRAM process.

2. On October 15, TSMC announced Q3 revenue of NT$1.49424 trillion, an increase of 50.9% year-on-year, and net profit grew by 68.7% year-on-year; the company raised its 2026 USD revenue growth forecast to about 44% and stated that demand still exceeds supply.

(Disclaimer: This content is summarized from publicly available information collected by AI technology and is for reference only. It does not constitute investment advice.)

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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If the agreement is implemented, the total scale of cooperation between the two parties will reach $90 billions. The relevant negotiations involve the second building of the Monarch data center campus, which provides 460MW of computing power and adopts NVIDIA’s latest generation Vera Rubin chips. In addition, Anthropic has also obtained the priority negotiation rights for the third building in the Monarch campus plan.

华尔街见闻•2026/10/19 20:51