On October 17, 2025, Taiwan Semiconductor Manufacturing (TSMC), Nvidia’s primary chip manufacturer, reported a 39% profit increase and 30% revenue growth for the recent quarter, beating analyst estimates and signaling continued strong demand for AI chips—a core market for Nvidia[1]. TSMC’s CEO emphasized a 'strong outlook' from customers and reinforced conviction in the AI megatrend, which is directly positive for Nvidia as the leading AI chip designer[1]. While there is no direct Nvidia-specific earnings release or guidance change today, TSMC’s results and commentary provide a tangible, bullish signal for Nvidia’s near-term business prospects, especially ahead of Nvidia’s next earnings report scheduled for November 19[1]. Nvidia’s stock is down modestly (-0.84%) in line with a broader tech selloff (NASDAQ -0.65%), suggesting today’s movement is more influenced by general market sentiment than company-specific news[1]. No other major Nvidia-specific announcements or regulatory actions were reported by tier-1 sources today.