On October 8th, TSMC released its financial results for the third quarter, showing that, fueled by robust demand for AI applications, its revenue soared to NT$1.49 trillion (approximately US$46.71 billion). This marks a significant 50% year-on-year increase, setting a new record and exceeding market expectations of NT$1.46 trillion. TSMC’s impressive sales growth has further strengthened market confidence in the sustained demand for AI. Previously, investors had grappled with challenges such as escalating debt levels, regulatory obstacles, and calls from OpenAI and Anthropic PBC to moderate the pace of emerging technology development. This week, AMD CEO Lisa Su projected substantial growth in chip demand over the coming years. Meanwhile, Samsung Electronics announced a nearly ninefold increase in its operating profit. Foxconn, a leading assembler of AI servers, also reported quarterly sales that outperformed market expectations this week. During TSMC’s briefing on its third-quarter financial results, the outlook for 2027 and beyond emerged as a key focus, with pricing being another area of concern. According to Taiwanese media reports, TSMC’s wafer prices are expected to rise by 3% to 6% in 2027.