
Eye-catching revenue attracted market attention, and PTT netizens had mixed reactions to the stock price performance.
AI-generated summary
As the leader in wafer foundry, TSMC’s monthly revenue data has received widespread attention from the market, and the demand for AI and high-performance computing is regarded as its growth momentum.
Demand from TSMC’s beneficiary customers continues to be strong, with revenue in October reaching 586.8 billion yuan, a monthly increase of 14.7% and a new high. (Bloomberg) (File photo)
[Financial Channel/Comprehensive Report] TSMC (2330), the leading wafer foundry, announced today (10th) that its October revenue reached 586.89 billion yuan, a monthly increase of 14.7% and an annual increase of 59.7%. It once again set a single-month revenue record. The outstanding performance attracted market attention and also sparked heated discussions among PTT netizens.
Many netizens were amazed by TSMC's operating results. They left messages saying "It's so strong.jpg", "Revenue is soaring", "Sacred mountain that protects the country!!!", "Gifted students", and some even bluntly said "Wei cc is the hope of the whole village", and they have high expectations for TSMC's subsequent operating performance.
However, some netizens believe that the revenue has grown significantly, but the stock price may not be reflected simultaneously. They left messages complaining that "the revenue has increased so much every month, the stock price is really ridiculous", "the fundamentals are not as good as a bowl of instant noodles", "the fundamentals are not good, and the price-to-earnings ratio is not high , still can’t make it”, “100 points, but foreign investors need 120 points for QQ”, some people even described the market’s high standards for TSMC as “a good student is not good enough, kill them”, revealing their frustration at the fact that the fundamentals are promising but the stock price performance is not as good as expected.
TSMC's revenue hit a record high in October, reflecting the company's continued growth in operations and making the market pay more attention to subsequent performance. Supported by demand for AI, high-performance computing and advanced manufacturing processes, investors are still focusing on whether TSMC can continue its growth momentum and whether its outstanding operating results can be further reflected in its stock price.

Asia Tibetan Sushi announced that its third-quarter revenue reached a new high of 1.583 billion yuan, an annual increase of 1.79%. However, due to the impact of inflation and weather, the after-tax net profit was 45 million yuan, a year-on-year decrease of 25.2%. Cumulative earnings per share in the first three quarters were 3.61 yuan. Looking forward to the fourth quarter, industry players are optimistic that the peak consumption season and the opening of new stores will drive operations.

Chinese brands sold 582,000 pure electric and plug-in hybrid vehicles outside mainland China last month, marking a 144.7 per cent year-on-year increase and breaking September's record.

Taiwan's machinery exports exceeded 1 trillion yuan in the first ten months, with an annual increase of 24.4%. It is only about 3.1 billion US dollars away from the historical high in 2022. The Machinery Association is optimistic about the new high for the whole year. However, the export of machine tools is affected by the appreciation of the New Taiwan dollar relative to the Japanese yen and the Korean won. International geopolitics and changes in the US AI policy are the two major variables in the future.

Juheng Technology (4582) had revenue of 367 million yuan in the third quarter, net profit after tax of 37 million yuan, and EPS of 0.49 yuan; cumulative revenue in the first three quarters was 1.334 billion yuan, an annual increase of 62.29%, which has exceeded last year's full revenue of 1.227 billion yuan, net profit after tax was 117 million yuan, EPS was 1.65 yuan, an annual increase of 816.67%.

The number of beneficiaries of the Cathay Pacific Perpetual High Dividend ETF (00878) increased by nearly 37,000 in a single week, becoming the first among Taiwanese passive high dividend ETFs. The ETF is about to make its fourth income distribution this year, with a dividend of 1.25 yuan per unit, a record high, and a cumulative dividend of 3.34 yuan throughout the year. The last purchase day to participate in the dividend distribution is November 16, and the ex-dividend date is November 17. It is scheduled to be distributed on December 11.

Xie Qijia, chairman of Taiyang Technology, pointed out in the important news that the consolidated net worth in the first three quarters was negative 244 million yuan. Accountants issued an audit report indicating that there was significant uncertainty in the ability to continue operating. The company will improve its financial structure through the introduction of strategic investment, asset activation, securing activation funds and cost control.