$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$reported October revenue of NT$586.89 billion on the same day, up 14.7 per cent month on month and 59.7 per cent year on year. That provides actual revenue evidence for foundry demand, but one month's figures cannot establish AI-related profitability. The companies face different tests: Nvidia needs to resolve governance concerns, while TSMC must show that growth can keep translating into profit.

# Nvidia After-Hours CEO-Change Report: Can the Rally Hold?

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