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Unsung Kings of AI: Why NVIDIA Can’t Build GPUs Without TSMC and SK Hynix","url":"https://stock-news.laohu8.com/highlight/detail?id=2659785130","media":"The Smart Investor","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659785130?lang=en_us&edition=fundamental","pubTime":"2026-08-13 17:30","pubTimestamp":1786613400,"startTime":"0","endTime":"0","summary":"NVIDIA may dominate AI headlines, but its GPUs wouldn’t exist without two critical partners. 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Corp. Stock Advances 3.9%, Outperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2659188300","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659188300?lang=en_us&edition=fundamental","pubTime":"2026-08-13 04:35","pubTimestamp":1786566900,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of KLA Corp. rose 3.9% to $208.25 on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index rising 0.3% to 7,748.50 and the Dow Jones Industrial Average remaining mostly unchanged at 53,770.27.This was the stock's second consecutive day of gains.KLA Corp. closed 32.2% below its 52-week high of $307.37, which the company reached on June 30th.The stock demonstrated a mixed performance when compared to some of its peers, as Applied Materials Inc. rose 4.3% to $548.15, Analog Devices Inc. fell 0.2% to $384.43, and Marvell Technology Inc. rose 2.25% to $217.08.Trading volume totaled 10.6 million, compared to the 50-day average of 13.6 million.Data source: Dow Jones Market Data, 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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 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Corp Stock (KLAC) Moved Up by 3.59% on Aug 12: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2658905932","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658905932?lang=en_us&edition=fundamental","pubTime":"2026-08-12 22:15","pubTimestamp":1786544128,"startTime":"0","endTime":"0","summary":"• KLA Corporation reported strong fourth-quarter financial results and optimistic forward guidance.\n• AI infrastructure demand and advanced chip manufacturing drive structural growth.\n• The stock showed intraday volatility amid macroeconomic dynamics and export restrictions.","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240419/ab075e7bf92b456b7e23e5cc2da7c59a.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/news/market-movers/262099648-market-movers-klac-20260812","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KLAC","IE0008368304.USD","LU2290526834.HKD","BK4533","LU0225283273.USD","LU2360032135.SGD","LU1165135440.EUR","BK4585","LU0170899867.USD","LU0267386448.USD","LU2125154778.USD","LU0868494617.USD","LU2477742899.HKD","IE00B5949003.HKD","LU0187121727.USD","LU2106854487.HKD","LU2413666004.HKD","LU1244550494.USD","RDVI","LU1721427968.SGD","PTF","LU1244550577.SGD","LU2413665964.HKD","LU1543694498.USD","RDVY","KNOW","BK4147","LU2087625088.SGD","LU2413666426.HKD","IE0009356076.USD","BK4588","LU2244417387.USD","LU1974910355.USD","IE00BQXX3D17.EUR","LU2125154935.USD","LU0314104364.USD","LU2360107168.USD","LU0274383776.USD","LU1861220033.SGD","KLAG","LU0077335932.USD","LU1496350502.SGD","TDV","LU0106261372.USD","LU0347712357.USD","SPRX","BK4581","LU1923623000.USD","LU2089985449.USD","SHOC","IE00BQXX3F31.USD","LU1951200564.SGD","LU1620156130.USD","LU2023250504.SGD","LU2413666699.HKD","BK4519","LU1244550221.USD","IE00BSNM7G36.USD","LU2506952410.USD","LU0353189680.USD","LU1917777945.USD","LU1721428933.USD","LU2023250843.SGD","LU1861215975.USD","LU1721428347.USD","LU2237438978.USD","LU1620156213.USD","LU1596574779.USD","ABFL","IE00BQXX3C00.GBP","LU0390134368.USD","BK4543","LU0006306889.USD","LU1951198990.SGD","RULE","LU0353189763.USD","LU2506952337.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658080349","title":"Lam Research, NY Creates Collaborate on Semiconductor Training for Students","url":"https://stock-news.laohu8.com/highlight/detail?id=2658080349","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658080349?lang=en_us&edition=fundamental","pubTime":"2026-08-12 21:49","pubTimestamp":1786542570,"startTime":"0","endTime":"0","summary":"Lam Research  and NY Creates are collaborating on a program to train about 3,500 students in semiconductor process integration over the next five years, the organizations said Wednesday.The program is expected to use Lam's SEMulator3D virtual fabrication software to provide hands-on learning across NY Creates' network of partner colleges and universities in the Northeast U.S., according to a statement.The collaboration supports the National Network for Microelectronics Education Northeast initiative, as well as broader state and regional semiconductor workforce goals, the statement said.Price: 324.81, Change: +13.40, Percent Change: 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Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust","url":"https://stock-news.laohu8.com/highlight/detail?id=2658973404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658973404?lang=en_us&edition=fundamental","pubTime":"2026-08-12 17:35","pubTimestamp":1786527300,"startTime":"0","endTime":"0","summary":"\"Rizzo expects what he calls an \"80:20 world\" wherein 80% of the AI tokens used by corporates are open weight or open source and 20% of them are frontier like Anthropic or OpenAI. 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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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Top and Bottom Performing Stocks at About 02:45 P.m. 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