台積電財報分析：從 UI prompt 到網頁式簡報

[OFFICE_WORKFLOW=company_industry_investment_research]
Company or industry input: 台積電 財報分析

General rules:
- User-facing conversation and final answer must be in Traditional Chinese unless the user explicitly requests another language.
- Internal planning and tool arguments should be concise English.
- Do not rely on model memory for factual or numerical claims.
- Prefer session workspace CSV files as the source of truth for charts and deck numbers.
- Use update_plan to show progress; keep tool records concise.
- Before xdeck generation, call list_skills and read relevant xdata workflow skills when available.
- Default final presentation output is a self-contained web deck.html through xdeck_generate, followed by xdeck_audit and xdeck_screenshots.
- If a required source, table, article, or URL is missing, ask one concise Traditional Chinese question and stop.

Workflow requirements:
1. Interpret the input as a company name, stock ticker, industry name, or investment theme. If the company or industry is ambiguous, ask for clarification.
2. Search and fetch multiple sources before making claims: company IR/filings/earnings materials when available, market or industry research, competitor data, and analyst/forecast sources when available.
3. Create sources.csv with columns: source_type,title,url,published_date,used_for.
4. Create financial_metrics.csv for company revenue, profit, margins, cash flow, inventory or other material metrics that sources support.
5. Create industry_metrics.csv for market size, pricing, demand/supply, adoption, or macro drivers relevant to the company.
6. Create peer_comparison.csv when comparable companies can be sourced.
7. Create chart_inputs.csv with only source-backed numeric values; every row must include source_url.
8. Validate sources.csv with source_validate and validate all generated CSVs with csv_validate.
9. Derive insights from the CSVs: what changed, why it matters, risks, counterpoints, and what would surprise investors.
10. Generate an 8-slide investor-style web presentation. Include speaker_note on each slide. Use out_dir "company-industry-investment-deck".

Start now if the user idea is sufficient.

Correction pass for the existing TSMC financial analysis workflow.
User-facing answer must be Traditional Chinese. Internal tool calls and planning should be concise English.

Current date: 2026-05-31. The previous run completed, but it needs quality correction before publishing:
- financial_metrics.csv contains placeholder zero values such as revenue_growth_usd year_2025=0 and net_income_growth_usd year_2025=0. Do not use placeholder zeros unless the source explicitly says zero.
- The deck must clearly state whether it uses latest quarterly data, 2025 annual data, or both.

Required correction:
1. Re-open existing CSVs and sources. Use web_search and web_fetch again to find the latest available official TSMC quarterly results as of 2026-05-31, plus the official annual report already used.
2. Add or update sources.csv with each source's actual title, URL, published_date, and used_for. Record any source that cannot be fetched with used_for="attempted but unavailable".
3. Rewrite financial_metrics.csv in long/tidy format with columns:
   metric,period,value,unit,source_url,note
   Include only source-backed numeric rows. Remove placeholder zeros. Include annual 2024/2025 and latest quarter rows if available.
4. Rewrite chart_inputs.csv in long/tidy format with columns:
   chart_name,series,period,value,unit,source_url,note
   Include charts for revenue trajectory, margin/profitability share, advanced node mix, and latest quarter vs annual context. Every row must have source_url.
5. Re-run source_validate on sources.csv and csv_validate on all CSVs.
6. Regenerate the 8-slide web deck by calling xdeck_generate again with out_dir exactly "company-industry-investment-deck". The deck title should mention "台積電財報分析".
7. Run xdeck_audit and xdeck_screenshots again. If audit has findings, run one xdeck_revise pass.
8. Final answer: report corrected artifact paths, key source-backed findings, and caveats.

Do not invent unavailable 2026 data. If latest official quarter is not fetchable through the tools, explicitly say so and use the latest fetchable official source.

Small artifact cleanup.
The corrected TSMC workflow is otherwise good, but csv_validate reported warnings for financial_metrics.csv because some note values contain commas without CSV quoting.
Please rewrite financial_metrics.csv only, keeping the same columns and source-backed values, but remove comma characters from note fields or quote fields correctly so csv_validate has zero warnings.
Then run csv_validate on financial_metrics.csv.
Do not regenerate the deck unless chart_inputs.csv changes.
Final answer in Traditional Chinese with the validation result.

Deck unit correction before publishing.
The CSV is now valid, but the web deck text uses the wrong Traditional Chinese unit:
- financial_metrics.csv unit "billion_NT" means NT$ billions / 十億新台幣.
- Do NOT render 3809.05 billion_NT as "NT$3,809.05 億元". That is off by 10x.
- Render 3809.05 billion_NT as "NT$3.81 兆" or "NT$3,809.05 十億".
- Render 1134.10 billion_NT as "NT$1.13 兆" or "NT$1,134.10 十億".
- Render 1717.88 billion_NT as "NT$1.72 兆" or "NT$1,717.88 十億".

Please regenerate or revise company-industry-investment-deck so every revenue/net-income/chart label uses correct units.
Keep the existing source-backed values and CSV files.
Run xdeck_audit and xdeck_screenshots again after the unit correction.
Final answer in Traditional Chinese with the corrected deck path and audit result.