➀ TSMC reported revenue of $23.62 billion in the July-September period, a 36% year-on-year increase; ➁ September sales reached $7.74 billion, up 39.6% from the same period last year; ➂ Half of TSMC's revenue now comes from HPC, with growth driven by AI ICs, and demand for which depends on large AI investors finding paying customers for AI products.