AI Demand and Pre-Earnings Revenue Test

Record September revenue of NT$511.86B and Q3 revenue of approximately NT$1.494T, up about 51% year over year and above guidance, confirm powerful AI/HPC demand. Repeated Oct. 9 coverage adds no material new information; the Oct. 15 earnings report remains the key test of margins, fourth-quarter guidance, capacity, pricing and whether demand justifies elevated expectations.