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

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.)