"TSMC reported a 54% rise in third-quarter net profit to a record 325.3 billion New Taiwan Dollars, or $10.1 billion. The forecast-beating results were driven by strong demand for AI despite lingering questions over the technology's return."
"Intel and Samsung are falling behind TSMC from a technological point of view," Javier Correonero, equity analyst at Morningstar, told Business Insider. "This is just customer-specific problems as Intel and Samsung cannot ramp up new nodes properly, but this has nothing to do with demand."
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