Sources: Abu Dhabi National Oil Company (ADNOC) of the United Arab Emirates has offered spot crude oil for loading in October-November in a tender, marking the eighth such tender since early June.

The Reserve Bank of Australia kept interest rates unchanged as expected, with the Australian dollar falling about 15 pips against the US dollar to 0.7044 in the short term, down approximately 0.15% on the day.

Abu Dhabi National Oil Company launches its eighth round of spot crude oil tenders since June, continuing the transport of crude oil within the Strait of Hormuz.

Bernstein analysts stated in a research report that as agent-based AI took off earlier this year, the central processing unit market is expected to accelerate its growth and may become a new growth driver for TSMC. The Bernstein analysts currently estimate that by 2027, TSMC’s CPU revenue will reach the high end of the $30 billion range, accounting for around 15% of its total revenue. Therefore, in terms of wafer revenue contribution in 2027, CPUs could be as important as AI accelerators, which

Bernstein analysts stated in a research report that with the rise of proxy AI earlier this year, the CPU market is expected to accelerate and could become a new growth engine for TSMC. The analysts currently estimate that TSMC's CPU-related revenue will reach the upper end of $30 billions by 2027, accounting for the mid-range of 10%-20% of its total revenue. Therefore, in terms of chip revenue contribution, by 2027, CPUs may become as important as AI accelerators, which include GPUs and ASICs.