Taiwan

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

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

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no active talks to sell the company’s Blackwell AI chips in China, reiterating the export‑control overhang. He added that he is in Taiwan to visit TSMC and take part in the company’s sports day, underscoring the foundry’s central role in Nvidia’s AI roadmap. Reuters Local media tracked Huang’s schedule to TSMC’s 3‑nm plant in Tainan today and to TSMC’s annual sports

7 November 2025

Taiwan’s Internet Access – Fiber Power, 5G Expansion, and Satellite Horizons

In 2022 Taiwan had about 6.55 million fixed broadband accounts, with 4.12 million (63%) fiber-based and 2.17 million (≈33%) cable modem subscribers, while ADSL subscriptions fell to around 260,000. As of 2024, the median fixed download speed is about 198 Mbps (mean ~137 Mbps), over 45% of fixed accounts enjoy 100–500 Mbps, and gigabit subscribers reached 13.5% by 2022. Taiwan is connected to roughly 10–14 international submarine cables carrying more than 95% of its international data traffic, and the early-2023 Matsu cable cuts underscored the need for backup links. By Q4 2022, three major mobile carriers—Chunghwa Telecom, Far EasTone, and

29 June 2025

5G · Fiber Optics · Internet · NASDAQ:SESG · Satellite · Taiwan