1. TSMC shares surged to a record high driven by strong AI-related demand; 2. Morgan Stanley raised its price target for TSMC to NT$1,080, citing optimism about AI chip growth; 3. The rally reflects broader market confidence in semiconductor companies benefiting from AI advancements.

1. TSMC reported strong Q2 revenue growth of 40% year-over-year, driven by surging demand for AI-related chips; 2. The company highlighted AI as a key growth driver, with advanced technologies like 3nm and 5nm processes contributing significantly; 3. TSMC announced plans to expand production capacity globally, including new facilities in the US and Japan, to meet long-term semiconductor demand.

1. TSMC is seeking land in Pingtung, Taiwan, for a new CoWoS advanced packaging plant to meet the surging demand for AI chips. 2. The company's CoWoS production capacity is reportedly in serious short supply, prompting the expansion. 3. TSMC aims to more than double its CoWoS production capacity this year and continue efforts into 2025 to close the supply-demand gap.

1. The article discusses the critical role of blank wafer suppliers in the semiconductor industry, highlighting their transformation of silicon sand into high-purity monocrystalline silicon wafers. 2. It explains the importance of silicon in the semiconductor industry, noting its semiconductor properties and the stringent purity requirements for electronic-grade silicon. 3. The article also addresses the current market dynamics, including the impact of the AI revolution on silicon demand and the challenges faced by GPU manufacturers in increasing performance within the reticle limit.