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Thought Of The Week: Soggy-Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2655847335","media":"The Smart Investor","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655847335?lang=en_us&edition=fundamental","pubTime":"2026-07-30 13:07","pubTimestamp":1785388023,"startTime":"0","endTime":"0","summary":"Chips don’t generally get a good press. It’s true. Have you heard of the saying…","market":"sg","thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2023/10/8-300x200.png","type":0,"news_type":0,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2023/10/8-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/smart-thought-of-the-week-soggy-chips/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://thesmartinvestor.com.sg/smart-thought-of-the-week-soggy-chips/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"thesmartinvestor_highlight","symbols":["LU0823421416.USD","NVDX","LU2100268510.USD","LU1868836757.USD","LU1923622291.USD","LU2491050154.USD","WUGI","LU1992135399.USD","LU2092937221.SGD","LU0234572021.USD","LU0395794307.EUR","LU2108987350.USD","NVD","3NVD.UK","BK4581","LU0878004406.USD","LU2452424414.USD","LU2322448791.USD","LU0072462426.USD","LU0128525929.USD","LU0354030511.USD","LU0823414551.USD","LU0079474960.USD","LU0354030438.USD","LU1861127337.USD","NVD2.UK","LU0353189680.USD","LU0347712357.USD","CNEQ","IETC","IE00B5TLWC47.USD","IE0004445239.USD","LU1633808545.USD","GSID","IE00B5949003.HKD","LU2361044865.SGD","SPWO","LU2111349929.HKD","TSMZ","BK4527","TEK","IE00BJTD4N35.SGD","LU2458330243.SGD","LU2417539215.USD","AVEM","LU2294711713.HKD","LU0823414478.USD","SG9999014559.SGD","IE00B4YYXB79.USD","LU0124676726.USD","IE00B19Z8W00.USD","LU0359202008.SGD","LU2125909916.SGD","AVSE","SG9999001424.SGD","LU1934455277.USD","LU2168563687.JPY","LU1868837565.USD","LU0082616367.USD","LU2461242641.AUD","LU2092627202.USD","NVDA","LU2211814178.USD","LU1003077747.HKD","LU0912757837.SGD","JGRO","BK4505","LU0316494557.USD","HK0000306701.USD","IE00BQXX3C00.GBP","LU2471134523.USD","LU0345774391.USD","SG9999015341.SGD","AIQ","CLSE","LU0234570918.USD","LU0187121727.USD","VT","LU0308772762.SGD","LU0265550359.USD","LFGY","BK4548","IE00BKVL7J92.USD","LU2750360641.GBP","LU1064131342.USD","LU1551013342.USD","IEFA","LU2265009873.SGD","IE00BD6J9T35.USD","LU1712237335.SGD","LU1323610961.USD","LU2430703251.USD","LU0957791311.USD","LU0444971666.USD","LU0965509101.SGD","IE00BJJMRX11.SGD","LU0215105999.USD","LU1069347547.HKD","ANV","LU0070217475.USD","LU0359201612.USD","LU2237443978.SGD","LU2237443382.USD","LU2506951792.HKD","LU0238689110.USD","AVXC","NVDL","LU0787776722.HKD","SHOC","TINS","LU2272731600.USD","LU0882747503.HKD","LU1316542783.SGD","LU2023250504.SGD","LU0006306889.USD","BK4532","PQNT","LU1720051108.HKD","LU2237957902.USD","IE00BDRTCR15.USD","LU0788109477.HKD","LU0985320562.USD","LU0511384066.AUD","LU2041044095.USD","LU1868837722.USD","ILDR","LU1989764664.SGD","ESLG","LU2063271972.USD","NVDU","BK4512","LU2491050071.SGD","LU2065169927.USD","LU1642822529.SGD","LU0106261372.USD","SG9999015952.SGD","LU1670756490.USD","LU0084288322.USD","LU0979878070.USD","LU2602419157.SGD","IE00B3SWFQ91.USD","LU0965509010.AUD","LU2125154778.USD","LU1868836591.USD","LU0353189763.USD","SG9999002232.USD","EMC","NVDW","LU0175139822.USD","CGGO","LU1923623000.USD","BK4591","LU0572939691.SGD","LU1023057109.AUD","LU0345770993.USD","LU1066051498.USD","IE00BFSS8Q28.SGD","LU2462591350.SGD","LU0203202063.USD","ESUM","03145","LU0942090050.USD","LU2413666426.HKD","LU2860962120.EUR","SOXY","HK0000819398.USD","LU0323240290.USD","LU2750360997.AUD","BK4598","IE0009356076.USD","IE00B7KXQ091.USD","IE00B1BXHZ80.USD","LU0158827781.USD","NVII","LU0080751232.USD","SGXZ81514606.USD","LU2237443622.USD","IE000ITXATA3.USD","LU1815333072.USD","ASMH","LU1069344957.HKD","LU2125154935.USD","LU2191332357.HKD","SMH","LU0738911758.USD","LU0158827948.USD","LU0683600562.USD","SOXX","LU0541502299.USD","SG9999015358.SGD","LU0792757196.USD","LU2458330169.SGD","LU1720051017.SGD","LU1935043536.SGD","LU2746668974.SGD","IE00B4JS1V06.HKD","LU0210533765.USD","LU1282649067.USD","LU2394011477.USD","IE00BKPKM429.USD","LU0077335932.USD","LU1280957306.USD","LU2211815571.USD","LU0323239441.USD","LU0786609619.USD","SG9999018857.SGD","FTEC","CHPX","LU0417517546.SGD","LU1119994496.HKD","STSM","IE0001KFT4U8.USD","LU1127390331.HKD","LU0274383776.USD","LU2097344431.USD","LU1066053197.SGD","LU1267930490.SGD","NVDG","LU0868494617.USD","SG9999014567.USD","LU2237443549.SGD","LU2272731865.HKD","LU2413666699.HKD","SG9999014880.SGD","LU2430703178.SGD","TSMX","LU0708995401.HKD","LU0541501648.USD","METV","AIFD","IE0004091025.USD","IE000Q6AESB8.SGD","IE00BMPRXR70.SGD","HK0000306685.HKD","IE00BFSS7M15.SGD","IE0004086264.USD","LU0225283273.USD","LU2168564495.EUR","LU2456880835.USD","LU0861579265.USD","IE00BMPRXN33.USD","LU2462591277.SGD","LU1804176565.USD","ASMG","LU2047632596.USD","LU0310800379.SGD","LU2236285917.USD","LU1145028129.USD","LU0323591593.USD","IE00BWXC8680.SGD","NVDQ","LU1242518931.SGD","LU1974910355.USD","LU2065171311.SGD","LU1066051225.USD","BK4550","EMM","CG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Japan Plant Recovery's Timeline Uncertain After Quake","url":"https://stock-news.laohu8.com/highlight/detail?id=2655084917","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655084917?lang=en_us&edition=fundamental","pubTime":"2026-07-30 10:29","pubTimestamp":1785378540,"startTime":"0","endTime":"0","summary":"0229 GMT - The timeline for TSMC's Japan plant to fully recover production capacity remains to be seen due to continued aftershocks, research firm Digitimes analyst Derek Huang says in a note. Even if direct financial losses to TSMC are minimal, prolonged equipment recertification times for specialized processes could cause a bigger disruption to the supply chain, he says. Following a strong earthquake on Tuesday, all personnel were evacuated and postearthquake structural inspections confirm the building structures are safe, TSMC says in a statement. However, a certain amount of time will be needed for related equipment inspections and calibrations due to the relatively high seismic force, the company adds.","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1868837722.USD","SG9999000418.SGD","TSM","LU1712237335.SGD","CORO","LU2294711713.HKD","IE00BQXX3F31.USD","BK4548","LU0310799852.SGD","BK4505","AVEM","IE00BYQQ9H92.USD","LU0056508442.USD","LU2543165471.USD","LU2023251221.USD","LU1211504680.USD","BK4602","SGXZ51526630.SGD","LU2491050071.SGD","LU1974910355.USD","CGIC","LU1037948541.HKD","CWI","LU0878005551.USD","IE00BHPRN162.USD","LU2471134879.HKD","BK4605","LU1803068979.SGD","LU0359201885.HKD","LU2028103732.USD","BK4554","LU2491050154.USD","LU0359201612.USD","LU0323591593.USD","LU1989772923.USD","LU2247934214.USD","LU1282649067.USD","LU0143863784.USD","BK4141","LU0345770308.USD","LU0823414551.USD","LU0109392836.USD","LU1917777945.USD","LU1989772840.SGD","LU2106854487.HKD","LU2360032135.SGD","LU1934455277.USD","LU0689626769.HKD","LU1868838027.USD","EMC","LU2506951792.HKD","IE00BZ199S13.USD","LU0158827781.USD","CNEQ","LU0792757196.USD","LU2211814178.USD","LU2471134952.CNY","LU1323610961.USD","LU0719512351.SGD","FDTX","LU0348723411.USD","LU0353189763.USD","LU0345770993.USD","LU0965509283.SGD","LU1852331112.SGD","LU2249611893.SGD","LU1623119135.USD","LU0158827948.USD","MEMX","BK4534","AIQ","LU2125154935.USD","LU1989764664.SGD","LU1868837565.USD","IE00BKPKM429.USD","LU0316494557.USD","ESIM","LU2237443382.USD","LU2298321311.HKD","LU0823414478.USD","LU2023250504.SGD","TSMY","BK4581","SPWO","BK4591","LU0289960550.SGD","LU1282649810.SGD","IE00BFXG0V08.USD","LU2271345857.HKD","CGNG","LU0384037296.USD","LU1316542783.SGD","LU0642271901.SGD","LU2089284900.SGD","LU2063271972.USD","BK4503","LU1267930813.SGD","LU1989764748.USD","LU1023057109.AUD","LU2750360641.GBP","TSMZ","LU2750360997.AUD","IE00BQXX3C00.GBP","LU0175139822.USD","IE0004091025.USD","UMMA","LU2360108059.USD","SPTE","IE0004445239.USD","IE00B5TLWC47.USD","LU0823421333.USD","LU2360106780.USD","LU0572939691.SGD","BLOX","TSMX","LU2237443622.USD","LU2237443978.SGD","LU2471134523.USD","LU0353189680.USD","SG9999004220.SGD","LU2860962120.EUR","LU2471134796.USD","TSMU","LU0889566641.SGD","IE0004086264.USD","LU1508157978.USD","BK4512","LU0541502299.USD","BK4588","LU0198837287.USD","LU2663582299.SGD","STSM","BK4526","LU1934455863.HKD","LU2054465674.USD","TTEQ","LU2237443549.SGD","IE00BQXX3D17.EUR","LU2491049909.HKD","SMH","TSMG","BK4532","LU0124676726.USD","LU0488056044.USD","BK4533","LU0541501648.USD","LU0861579265.USD","LU0965508806.USD","SGXZ81514606.USD","SGXZ99366536.SGD","BK4550","CGDG","BK4585","LU0211328371.USD","LU1267930490.SGD","LU1037948897.HKD","ADVE","TEK","LU2041044095.USD","LU2087625088.SGD","LU0082616367.USD","LU0572940350.SGD","LU0878004406.USD","LU2211815571.USD","LU2133065610.SGD","CHPX","AVXC","CGGO","LU0238689110.USD","BK4612","WUGI","TINS","IE00B3M56506.USD","LU0211327993.USD","LU0094547139.USD","LU2089283258.USD","AVSE","LU0889565833.HKD","LU1934455194.USD","EMM","KNOW","ASIA","LU0359202008.SGD","LU0965509010.AUD","03145","LU0823421416.USD","LU2250418816.HKD","LU2125154778.USD","LU2458330169.SGD","LU0264606111.USD","BK4543","BAI","LU2092937221.SGD","IE00BD6J9T35.USD","LU0882747503.HKD","LU2357125470.USD","LU2458330243.SGD","LU0143863198.USD","LU0965509101.SGD","LU2111349929.HKD","BK4527"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655981465","title":"Trading DAY-All Warshed Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2655981465","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655981465?lang=en_us&edition=fundamental","pubTime":"2026-07-30 05:00","pubTimestamp":1785358800,"startTime":"0","endTime":"0","summary":"TRADING DAY-All Warshed upORLANDO, Florida, July 29 -U.S. shares tumbledand long-dated Treasury yields surged to multi-decade peaks on Wednesday after theFederal Reservekept interest rates on hold, while earlier, the rout inSouth Korean stockssnowballed to historic proportions after chipmakerSK Hynixreleased its results.Inmy column today, I look at the chip selloff and other signs that the AI frenzy may be souring. Could a tech bubble burst result in a 2000- or 2008-style crash?Not really.Fed Chair Kevin Warsh said the discussion with colleagues was the \"good family fight\" he had been hoping for. This suggests more than three officials might vote to hike in September. But rate futures are only indicating a 55% chance of that, down from 75% immediately after today's decision, and long bond prices plunged after Warsh's press conference. A lack of faith in theFed's commitmentto 2%?Strategists at JPMorgan estimate that deleveraging in the tech and semiconductor space has advanced faster 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Update: Tech Stocks Fall Wednesday Afternoon","url":"https://stock-news.laohu8.com/highlight/detail?id=2655906098","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655906098?lang=en_us&edition=fundamental","pubTime":"2026-07-30 01:38","pubTimestamp":1785346699,"startTime":"0","endTime":"0","summary":"Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF  falling 1.3% and the State Street SPDR S&P Semiconductor ETF  dropping 3.2%.The Philadelphia Semiconductor index slumped 3.7%.In corporate news, Vertiv  shares fell past 16% after the company's Q2 revenue increased year on year but missed analysts' estimates.Taiwan Semiconductor Manufacturing  and Toyota  were among manufacturers whose operations were disrupted after a powerful earthquake struck Japan's Kumamoto prefecture, Nikkei Asia reported. Taiwan Semiconductor evacuated personnel from its JASM semiconductor plant in Kumamoto after the quake triggered mandatory evacuation procedures, while some construction work at JASM's second fab was temporarily suspended as a precaution, a company spokesperson told Nikkei Asia. Taiwan Semiconductor shares fell 3.3%.Microsoft  is facing a probe in the UK over concerns that the company may not have released clear, upfront information on changes 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However, Taiwan Semiconductor Manufacturing has begun 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Semiconductor Manufacturing's Japan Facility Restarts Operations After Earthquake","url":"https://stock-news.laohu8.com/highlight/detail?id=1106464417","media":"Deep News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106464417?lang=en_us&edition=fundamental","pubTime":"2026-07-29 18:21","pubTimestamp":1785320470,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing is gradually resuming operations at its Japanese facility after a major earthquake, though it continues to conduct thorough inspections and assess the impact on 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Chatter: Taiwan Semiconductor Manufacturing, Toyota Operations Hit by Japan Earthquake","url":"https://stock-news.laohu8.com/highlight/detail?id=2655666108","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655666108?lang=en_us&edition=fundamental","pubTime":"2026-07-29 18:08","pubTimestamp":1785319724,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing  and Toyota Motor  were among manufacturers whose operations were disrupted after a powerful earthquake struck Japan's Kumamoto prefecture, Nikkei Asia reported Wednesday.Taiwan Semiconductor Manufacturing evacuated personnel from its JASM semiconductor plant in Kumamoto after the quake triggered mandatory evacuation procedures, while some construction work at JASM's second fab was temporarily suspended as a precaution, a company spokesperson told Nikkei Asia.Toyota will halt production at three plants in Fukuoka prefecture from Wednesday evening through Friday while it assesses safety, logistics and supplier conditions, the report said, citing the automaker.Taiwan Semiconductor Manufacturing and Toyota Motor did not immediately respond to MT Newswires' request for 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Semiconductor Manufacturing Co Ltd Stock (TSM) Moved Down by 3.61% on Jul 28: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2654037883","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654037883?lang=en_us&edition=fundamental","pubTime":"2026-07-28 22:15","pubTimestamp":1785248151,"startTime":"0","endTime":"0","summary":"• TSMC stock fell due to geopolitical concerns and potential export control restrictions.\n• Elevated interest rates and capital expenditure costs are pressuring the company's valuation.\n• Technical indicators including MACD and Williams %R currently suggest a sell 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The slump extended to peers Micron Technology , Western Digital Corp , Intel , Taiwan Semiconductor Manufacturing , and ASML .Unilever : Shares in the consumer-goods company jumped after it bumped its full-year outlook and said quarterly sales volume surged to more than a 16-year high.Mercedes-Benz Group : Shares in the luxury carmaker gained almost 4% after its second-quarter results beat investor expectations, even as it cut its sales forecast amid a worsening Chinese market.Barclays : The British bank posted a rise in second-quarter profit but reported higher-than-expected credit impairments. 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