TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface
TSMC traded at $289.78 pre-market Friday, up 0.19%. Nvidia CEO Jensen Huang visited TSMC in Taiwan, stating there are no active talks to sell Blackwell AI chips to China. Taiwan’s October exports jumped 49.7% to a record $61.8 billion, driven by AI chip demand. Reports say TSMC has notified clients of 8–10% wafer price hikes in 2026, though the company has not confirmed.