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South Korea's $776 billion memory chip tit","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260820:nL6N44H050:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["JGRO","SMHX","METV","CNEQ","ESLG","SNDK","CHPX","MULL","NVD2.UK","GAMR","NVDO","USXF","NVDA","SPTE","XNTK","NVDY","MUU","QQQG","SMH","WDCX","TMSL","ESUM","PSI","TTXU","PTF","LEGR","ARTY","MU","WDC","CNAV","CGGO","MUD","TRFK","SNDC","AIS","3NVD.UK","OPTZ","ANV","SNVD.UK","CHAT","LFGY","ABFL","NVD3.UK","SMU00main","SHOC","CHPS","ILDR","CMAG","NVDS.UK","SNDG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660477064","title":"TSMC Capex Likely to Rise on Strong AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2660477064","media":"Dow Jones","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660477064?lang=en_us&edition=fundamental","pubTime":"2026-08-20 10:52","pubTimestamp":1787194320,"startTime":"0","endTime":"0","summary":"0252 GMT - Taiwan Semiconductor Manufacturing is poised for substantial growth, with its capital expenditure potentially reaching US$80 billion to US$85 billion in 2027, according to a recent Bank of America report. 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Largest Companies by Market Cap (July 2026): Nvidia Leads, AI Theme Intact but Chip Stocks Face Valuation Adjustments","url":"https://stock-news.laohu8.com/highlight/detail?id=2660420092","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660420092?lang=en_us&edition=fundamental","pubTime":"2026-08-20 03:03","pubTimestamp":1787166219,"startTime":"0","endTime":"0","summary":"In July 2026, Nvidia maintained its position as the world's most valuable company with a market capitalization of $4.86 trillion. Apple, Alphabet, and Microsoft followed closely behind, with all top five companies driven by AI-related businesses and cloud computing. However, capital did not continue to flow unilaterally into chip stocks in July: the PHLX Semiconductor Index (SOX) dropped 20.61% in a single month, putting upstream names such as TSMC, SK Hynix, and Micron under visible pressure. This demonstrates that the market is shifting from \"AI investment expansion\" to scrutinizing returns on capital expenditure and the sustainability of supply chain 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(MRVL) or Broadcom (AVGO): TD Cowen Says Buy One Chip Stock, Hold the Other","url":"https://stock-news.laohu8.com/highlight/detail?id=2660426536","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660426536?lang=en_us&edition=fundamental","pubTime":"2026-08-19 21:37","pubTimestamp":1787146620,"startTime":"0","endTime":"0","summary":"Marvell Technology ($MRVL) and Broadcom ($AVGO) are set to report their quarterly results soon. While both companies benefit from growing demand 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