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TY Semiconductor (02658) experienced a significant surge in its share price during morning trading, with an increase exceeding 7%. As of the current reporting time, the share price has climbed by 7.03%, reaching HK$47.52, accompanied by a trading volume of HK$8.1702 million. TSMC unveiled its first-quarter financial results for 2026 and, during an analyst conference, highlighted the exceptionally strong demand for artificial intelligence. The company anticipates that chip demand will continue to remain robust. Huatai Securities notes that since the latter half of 2025, the rapid emergence of AI chat services, exemplified by Doubao, and AgentAI applications, such as 'Xiaolongxia', has been propelling substantial growth in domestic demand for inference computing power.
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