TSMC’s record Q3 profit underscores the AI build-out: big tailwind for U.S. AI chip designers, tools, and server plumbing. Reuters reports Q3 net profit hit a record and the company lifted its 2025 growth outlook on sustained AI demand.

Winners - AI chip designers

Reason: TSMC’s stronger AI node ramps (N5/N4/N3) signal continued priority capacity for leading GPUs/accelerators and custom silicon, supporting unit growth and product cycles.

$NVDA - Nvidia

$AMD - Advanced Micro Devices

$AVGO - Broadcom

$MRVL - Marvell Technology

Winners - Semiconductor equipment

Reason: Record foundry profits and sustained capex keep tool orders resilient across deposition, etch, and process control even amid policy noise.

$AMAT - Applied Materials

$LRCX - Lam Research

$KLAC - KLA

 ...