Taiwan Semiconductor Manufacturing Company (TSMC) reported a 16.9% increase in revenue for October 2025, marking the slowest growth since February 2024. This slowdown has sparked concerns about weakening demand for AI chips. Nvidia CEO Jensen Huang has called on TSMC to boost chip production in Taiwan to address ongoing supply constraints.
The geopolitical landscape is also impacting the semiconductor industry. U.S.-China tensions are restricting Nvidia's access to the Chinese market, prompting China to explore domestic AI chip solutions from companies like Huawei. This shift could have significant implications for global semiconductor markets, including those related to cryptocurrency mining hardware.
TSMC Revenue Rises 16.9% in October Amid AI Chip Demand Concerns
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