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Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659830321","media":"Simply Wall St.","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659830321?lang=en_us&edition=fundamental","pubTime":"2026-08-13 04:27","pubTimestamp":1786566432,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing (NYSE:TSM) reports July revenue up 45% year on year, driven by strong AI chip demand.\nJuly revenue performance is above the upper end of TSMC's full year guidance range.\nThe company raises its capital expenditure outlook to support high performance computing and AI capacity.\n\nConsider broadening your watchlist by looking at other semiconductor and AI infrastructure stocks through 57 AI infrastructure stocks.\nNYSE:TSM 1-Year Stock Price Chart\nTaiwan...","market":"sg","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0198837287.USD","IE00BKPKM429.USD","LU2237443382.USD","TSMZ","LU1023057109.AUD","LU2543165471.USD","IE00BYQQ9H92.USD","LU0572940350.SGD","LU1267930490.SGD","BLOX","IE00BZ199S13.USD","LU0889565833.HKD","AVEM","LU1323610961.USD","LU2750360997.AUD","TINS","LU2237443549.SGD","LU0823414478.USD","LU2360108059.USD","LU0143863784.USD","LU1989772923.USD","WUGI","BK4612","BK4550","LU0211327993.USD","LU1712237335.SGD","LU2294711713.HKD","03145","LU2250418816.HKD","LU0882747503.HKD","LU2054465674.USD","LU0056508442.USD","LU0345770993.USD","LU0310799852.SGD","LU2491049909.HKD","IE00BD6J9T35.USD","IE00BQXX3F31.USD","LU2089283258.USD","LU2458330243.SGD","BK4512","IE0004086264.USD","LU2471134796.USD","IE00B3M56506.USD","LU1868837565.USD","BK4602","LU1267930813.SGD","LU0082616367.USD","LU2360032135.SGD","LU0359201612.USD","LU2458330169.SGD","TSMU","IE0004091025.USD","CGNG","LU2111349929.HKD","LU0359201885.HKD","LU1934455194.USD","CGIC","LU0823414551.USD","LU0878004406.USD","LU0823421333.USD","IE00BHPRN162.USD","LU0143863198.USD","LU1282649810.SGD","LU0965509283.SGD","ADVE","LU0353189763.USD","ASIA","SPWO","BK4588","LU2023251221.USD","LU0965509010.AUD","LU0689626769.HKD","AVXC","LU0541502299.USD","TTEQ","TEK","MEMX","BK4554","BK4591","LU2023250504.SGD","LU2125154935.USD","AIQ","LU0965508806.USD","STSM","AVSE","LU0965509101.SGD","LU0289960550.SGD","LU2087625088.SGD","LU2298321311.HKD","LU0158827781.USD","LU0345770308.USD","LU0541501648.USD","LU0238689110.USD","LU2471134523.USD","LU0348723411.USD","LU2092937221.SGD","LU1989764664.SGD","LU1282649067.USD","LU1868838027.USD","LU2491050154.USD","LU0889566641.SGD","LU2471134952.CNY","SG9999000418.SGD","LU2041044095.USD","BAI","BK4526","BK4527","LU0572939691.SGD","IE00B5TLWC47.USD","TSM","LU0353189680.USD","IE00BQXX3D17.EUR","LU2357125470.USD","LU2360106780.USD","CHPX","LU2860962120.EUR","LU0359202008.SGD","LU0792757196.USD","LU0175139822.USD","LU2211815571.USD","LU0488056044.USD","ESIM","LU1989764748.USD","LU1989772840.SGD","LU0323591593.USD","LU2028103732.USD","CWI","LU2237443622.USD","LU1508157978.USD","LU1316542783.SGD","LU2211814178.USD","EMM","LU0642271901.SGD","LU2237443978.SGD","LU1974910355.USD","BK4581","LU1037948541.HKD","SGXZ99366536.SGD","BK4585","LU2063271972.USD","LU2663582299.SGD","LU1917777945.USD","BK4503","LU0384037296.USD","LU2106854487.HKD","TSMX","LU0823421416.USD","CNEQ","LU2471134879.HKD","LU1623119135.USD","LU0719512351.SGD","UMMA","SGXZ81514606.USD","LU0124676726.USD","LU0158827948.USD","LU0861579265.USD","BK4505","SGXZ51526630.SGD","IE00BFXG0V08.USD","LU2133065610.SGD","LU2506951792.HKD","BK4532","LU2249611893.SGD","LU2750360641.GBP","LU2125154778.USD","LU1803068979.SGD","CGGO","CORO","IE0004445239.USD","LU0211328371.USD","LU1211504680.USD","LU1037948897.HKD","BK4548","BK4543","SPTE","KNOW","BK4605","LU0109392836.USD","LU0094547139.USD","BK4533","LU0878005551.USD","LU2247934214.USD","LU2089284900.SGD","LU1934455863.HKD","FDTX","BK4141","IE00BQXX3C00.GBP","LU1934455277.USD","TSMY","BK4534","LU2271345857.HKD","LU2491050071.SGD","SG9999004220.SGD","CGDG","LU0316494557.USD","EMC","LU1852331112.SGD","LU0264606111.USD","LU1868837722.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659187222","title":"Why great earnings haven't been good enough for AI hardware stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2659187222","media":"Morning Star AU","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659187222?lang=en_us&edition=fundamental","pubTime":"2026-08-13 00:00","pubTimestamp":1786550400,"startTime":"0","endTime":"0","summary":"Key takeawaysAI hardware stocks, from memory chipmakers to factory firms, are seeing prices fall despite strong second-quarter earnings. 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Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1173575788","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173575788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:36","pubTimestamp":1786512977,"startTime":"0","endTime":"0","summary":"Singapore's sovereign wealth fund, Temasek, is preparing to make its first-ever direct investment in the South Korean stock market, with a focus on Samsung Electronics and SK Hynix. The fund 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The stock reacted to a strong second quarter, a raised 2026 revenue outlook, and a new US$28 million DARPA contract extension in quantum sensing.\nSee our latest analysis for IonQ.\nAt a share price of US$43.44, IonQ has seen short term momentum pick up, with a 7 day share price return of 4.12%, although the 90 day share price return is down 21.39%. Over a longer horizon, total shareholder returns of 1.02% over 1 year and very large 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