The most prosperous third quarter in history, TSMC receives a new record price of 1440, OpenAI specifically designated to expand production capacity.

Taiwan Semiconductor Manufacturing Company (TSMC) ( benefited from the growth of AI, with third-quarter revenue increasing by 31% compared to last year. The stock price closed at 1,440 NTD, reaching a new historical high, with a year-to-date increase of 35%. Even OpenAI's CEO Sam Altman hopes that TSMC can expand its production capacity without considering other alternatives.

TSMC's revenue in the third quarter grew by 31% compared to last year, with AI as a long-term growth driver.

TSMC announced its revenue for September, with consolidated revenue for the month being approximately NT$330.98 billion, a decrease of 1.4% compared to the previous month, and an increase of 31.4% compared to the same period last year. However, the consolidated revenue for the third quarter was NT$989.9 billion (, about 32.5 billion USD ), reaching the high end of financial forecasts and exceeding analysts' average expectation of NT$962.8 billion.

According to Bloomberg, U.S. tech companies like NVIDIA and OpenAI are investing billions of dollars to build cloud computing capabilities, and TSMC's executives believe this is an important long-term growth driver. Although some are concerned that these companies' recent “circular” transactions are creating a huge bubble, TSMC's latest sales data indicates that the demand for artificial intelligence remains strong.

OpenAI Sam Altman: Hope TSMC can expand its production capacity.

OpenAI's CEO Sam Altman, during a recent interview with renowned analyst Ben Thompson, was asked whether technology giants like Nvidia and AMD, which rely on the same foundry, should look for alternatives to TSMC. Altman stated that he would rather stick with the Taiwanese giant and hopes that TSMC can expand its production capacity.

Sam Altman visited Taiwan discreetly at the end of September and had meetings with senior executives from TSMC. The discussions mainly focused on AI chip production collaboration, particularly the “StarGate” super AI data center project planned by OpenAI, which requires a large number of advanced chips and server infrastructure. Reports indicate that Altman discussed the possibility of long-term supply chain cooperation with TSMC's senior executives to ensure OpenAI's future demand for high-performance AI chips.

TSMC received 1,440, setting a new historical high

TSMC closed at 1,440 yuan today (10/9), setting a new historical high, with a year-to-date increase of 35%.

This article discusses the most prosperous third quarter in history, with TSMC receiving a new sky-high price of 1440, and OpenAI specifically naming the expansion of production, first appearing in Chain News ABMedia.