This week's TSMC financial report is related to the expectations of the entire AI industry chain TSMC will release its financial report on Thursday, October 15th. According to analyst expectations, the net profit for the third quarter may reach NT $746.3 billion, approximately US $23.4 billion, a year-on-year increase of approximately 65%. If achieved, it will be the sixth consecutive quarter to set a net profit record. The previously announced third quarter revenue has reached approximately NT $1.49 trillion, a year-on-year increase of about 50%, exceeding market expectations. This financial report is worth paying close attention to because the chip demand of companies such as Nvidia, AMD, Apple, Broadcom, etc. will be reflected to varying degrees in TSMC's production and orders. From AI chips to mobile processors, TSMC can show the market whether the demand of multiple technology companies has been converted into actual revenue, and how much customers are still willing to invest. The construction of data centers and the procurement of chips have long cycles, and it takes time for changes in the financing environment to be transmitted to orders. If TSMC's advanced process orders remain strong and advanced packaging capacity for integrating computing chips and high bandwidth memory remains tight, it means that at least for now, customer investment in computing hardware is still ongoing. So on Thursday, in addition to whether profits can meet expectations, it also depends on how management describes fourth quarter demand, advanced packaging expansion, and subsequent capital expenditures. The high growth in the third quarter is already supported by revenue data, and whether the next orders can be maintained will have a greater impact on the market's judgment of the sustainability of AI investment. Strong upstream demand can support the performance expectations of this industry chain, but whether these investments can ultimately be recouped still needs to be verified by the revenue and cash flow of downstream companies. Recently, @ BIYAPAYOFICIAL has two events: One is open to both new and old users. As long as they deposit $1000, they will receive a $20 reward, and the more they deposit, the more rewards they will receive. Event details: https://active. ((biyagl.com))/zh? id=37 The other is a new user activity, where you can recharge $1000 and keep it for 7 days to receive a reward of $50. Event details: https://active. ((biyagl.com))/zh? id=36