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Processing Units Could be New Growth Driver for TSMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2658969792","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658969792?lang=en_us&edition=fundamental","pubTime":"2026-08-11 12:01","pubTimestamp":1786420860,"startTime":"0","endTime":"0","summary":"0401 GMT - With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts say in a research note. The analysts now expect TSMC's CPU revenue to hit the high $30 billion range in 2027, making up a mid-teen percentage of its total revenue. As a result, CPUs could be as significant as AI accelerators, including both GPUs and ASICs, in terms of wafer revenue contribution in 2027. Bernstein raises TSMC's target price to 3,300 New Taiwan dollars from NT$2,780 and notes that its valuation is cheap compared with peers. Shares last traded at NT$2,400.00.","market":"sg","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":["LU2750360997.AUD","LU2111349929.HKD","LU2860962120.EUR","IE00B5TLWC47.USD","LU0965509101.SGD","BK4548","LU2211814178.USD","LU0823421333.USD","TSMZ","LU2054465674.USD","LU2471134952.CNY","LU2041044095.USD","LU2237443978.SGD","CNEQ","SGXZ81514606.USD","LU1934455194.USD","LU0353189680.USD","LU0082616367.USD","LU0345770993.USD","LU2271345857.HKD","BK4612","TEK","LU1037948541.HKD","LU0572939691.SGD","LU0143863198.USD","CGIC","BK4605","LU0792757196.USD","LU0823414551.USD","BK4527","BK4550","LU2663582299.SGD","LU0642271901.SGD","LU0965508806.USD","SG9999000418.SGD","IE0004445239.USD","EMM","BAI","LU0348723411.USD","LU2237443622.USD","LU0353189763.USD","LU2491049909.HKD","LU1267930813.SGD","CGGO","BK4533","LU0689626769.HKD","LU0889565833.HKD","LU0878004406.USD","SGXZ51526630.SGD","BK4554","LU2028103732.USD","LU0359201612.USD","LU0878005551.USD","LU2237443382.USD","LU2294711713.HKD","LU2458330243.SGD","LU1868838027.USD","LU0124676726.USD","IE00BZ199S13.USD","LU0323591593.USD","IE00BYQQ9H92.USD","SPWO","LU0316494557.USD","ASIA","AVEM","BK4543","LU1974910355.USD","LU1934455863.HKD","LU2023251221.USD","LU1989772840.SGD","LU2089284900.SGD","LU0488056044.USD","SMH","BK4581","FDTX","LU0264606111.USD","LU0289960550.SGD","LU0109392836.USD","LU1712237335.SGD","LU0965509283.SGD","LU2471134523.USD","BK4534","BK4602","LU1323610961.USD","IE00BQXX3F31.USD","LU0541502299.USD","LU0158827781.USD","LU0211327993.USD","LU1989764748.USD","LU1852331112.SGD","TTEQ","BK4588","CHPX","LU0345770308.USD","LU2360032135.SGD","LU0198837287.USD","LU1917777945.USD","LU0965509010.AUD","IE00BKPKM429.USD","LU1211504680.USD","LU1989772923.USD","TSMG","LU1803068979.SGD","TSMY","BLOX","LU0359202008.SGD","LU0889566641.SGD","LU2506951792.HKD","AVSE","LU2211815571.USD","IE00B3M56506.USD","LU2125154935.USD","TSMU","EMC","LU0094547139.USD","LU2087625088.SGD","MEMX","LU2360108059.USD","IE00BFXG0V08.USD","BK4505","LU1037948897.HKD","LU2250418816.HKD","LU0310799852.SGD","AIQ","IE00BHPRN162.USD","LU0541501648.USD","UMMA","LU2023250504.SGD","STSM","IE00BQXX3C00.GBP","LU0823421416.USD","LU0158827948.USD","TSMX","BK4512","LU0572940350.SGD","SGXZ99366536.SGD","LU2125154778.USD","LU0175139822.USD","BK4585","LU1868837722.USD","LU0861579265.USD","LU0143863784.USD","KNOW","LU2357125470.USD","LU2249611893.SGD","LU1023057109.AUD","LU1989764664.SGD","LU2247934214.USD","BK4141","LU2063271972.USD","LU2106854487.HKD","CGNG","LU2458330169.SGD","LU1282649810.SGD","LU2133065610.SGD","LU0384037296.USD","LU0882747503.HKD","LU2237443549.SGD","LU2471134879.HKD","LU1282649067.USD","IE00BQXX3D17.EUR","IE00BD6J9T35.USD","TINS","LU0359201885.HKD","LU1868837565.USD","LU2298321311.HKD","SPTE","LU2471134796.USD","SG9999004220.SGD","AVXC","LU0211328371.USD","LU0823414478.USD","LU0238689110.USD","ESIM","BK4532","BK4526","LU0056508442.USD","BK4591","LU1934455277.USD","ADVE","LU0719512351.SGD","CWI","IE0004091025.USD","LU2360106780.USD","BK4503","LU2089283258.USD","03145","LU1316542783.SGD","LU1623119135.USD","CORO","WUGI","LU2750360641.GBP","CGDG","TSM","LU1267930490.SGD","LU2491050071.SGD","LU1508157978.USD","LU2543165471.USD","IE0004086264.USD","LU2491050154.USD","LU2092937221.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658951414","title":"KLA Corp. Stock Outperforms Competitors Despite Losses on the Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2658951414","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658951414?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:34","pubTimestamp":1786394040,"startTime":"0","endTime":"0","summary":"DJ KLA Corp. Stock Outperforms Competitors Despite Losses On The DayThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of KLA Corp. shed 2.71% to $192.74 Monday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index falling 0.06% to 7,753.11 and Dow Jones Industrial Average falling 0.11% to 53,975.98.The stock's fall snapped a two-day winning streak.KLA Corp. closed 37.29% 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 competitors Monday, as Applied Materials Inc. fell 3.16% to $522.12, Analog Devices Inc. fell 1.54% to $383.93, and Marvell Technology Inc. fell 4.65% to $208.56.Trading volume remained 4.8 million below its 50-day average volume of 13.7 M.Data source: Dow Jones Market Data, FactSet. Data compiled August 10, 2026.","market":"sg","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":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1620156213.USD","LU2125154778.USD","LU0353189680.USD","LU1861215975.USD","PSI","LU0170899867.USD","LU1165135440.EUR","IE0008368304.USD","LU1923623000.USD","BK4147","LU1244550577.SGD","TDV","RDVY","LU0353189763.USD","BK4543","LU0267386448.USD","LU2023250504.SGD","LU2413665964.HKD","LU2023250843.SGD","LU0006306889.USD","ABFL","SHOC","LU1917777945.USD","BK4519","IE00BQXX3F31.USD","IE00BQXX3C00.GBP","IE00BSNM7G36.USD","KLAC","CHPS","BK4588","LU2360107168.USD","PTF","LU1244550221.USD","LU2087625088.SGD","LU2413666699.HKD","BK4533","LU2477742899.HKD","LU1496350502.SGD","LU2106854487.HKD","LU2506952337.HKD","LU1244550494.USD","LU0106261372.USD","LU1721428933.USD","LU2237438978.USD","LU2506952410.USD","LU1543694498.USD","LU2413666426.HKD","LU1951200564.SGD","LU1861220033.SGD","LU0077335932.USD","SPRX","LU0868494617.USD","LU1721428347.USD","KNOW","IE0009356076.USD","LU1951198990.SGD","LU1974910355.USD","LU1721427968.SGD","LU1596574779.USD","RULE","LU1620156130.USD","LU2413666004.HKD","RDVI","BK4581","LU0314104364.USD","BK4585","SOXQ","IE00B5949003.HKD","LU0187121727.USD","KLAG","LU2089985449.USD","LU0274383776.USD","IE00BQXX3D17.EUR","LU0347712357.USD","LU2125154935.USD","LU0390134368.USD","LU2360032135.SGD","LU0225283273.USD","LU2290526834.HKD","LU2244417387.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658951934","title":"Lam Research Corp. Stock Outperforms Competitors Despite Losses on the Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2658951934","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658951934?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:33","pubTimestamp":1786393980,"startTime":"0","endTime":"0","summary":"DJ Lam Research Corp. Stock Outperforms Competitors Despite Losses On The DayThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Lam Research Corp. shed 1.59% to $306.40 Monday, on what proved to be an all-around poor trading session for the stock market, with the S&P 500 Index falling 0.06% to 7,753.11 and Dow Jones Industrial Average falling 0.11% to 53,975.98.Lam Research Corp. closed 30.13% short of its 52-week high of $438.50, which the company reached on June 30th.The stock demonstrated a mixed performance when compared to some of its competitors Monday, as Advanced Micro Devices Inc. fell 2.86% to $469.56, Applied Materials Inc. fell 3.16% to $522.12, and Analog Devices Inc. fell 1.54% to $383.93.Trading volume remained 5.5 million below its 50-day average volume of 12.4 M.Data source: Dow Jones Market Data, FactSet. Data compiled August 10, 2026.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"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":["LU0081259029.USD","LU2931357623.SGD","LU1852331112.SGD","IE00BJJMRY28.SGD","IE00BFSS8Q28.SGD","BK4147","LU2272731782.SGD","BOBP","LU1267930730.SGD","LU1992135399.USD","LU0061474960.USD","LU0957791311.USD","LU1642822529.SGD","LU2089985449.USD","LU0348723411.USD","LU0274383776.USD","LU2322448791.USD","TDV","LU1804176565.USD","IE00BN29S564.USD","BK4581","LU0109391861.USD","SG9999002232.USD","BK4551","LU2265009873.SGD","IE00BSNM7G36.USD","IE00BQXX3F31.USD","LRCU","SGXZ80539844.SGD","LU1244550494.USD","IE00B1BXHZ80.USD","LU1496350502.SGD","IE0005OL40V9.USD","TINY","IE00B5949003.HKD","LU0082616367.USD","LU0672654240.SGD","IE00BJJMRX11.SGD","LU2357305700.SGD","LU2896262040.SGD","LU0942090050.USD","LU1548497426.USD","LU1720051108.HKD","LU0320765059.SGD","LU0823434583.USD","LU1235294995.USD","LU1035773651.USD","LU2106854487.HKD","LU0708995401.HKD","LU2272731865.HKD","LU0096362180.USD","LU1670628061.USD","CLSE","LU0256863902.USD","IE00B7KXQ091.USD","PSI","KNOW","LU2322448957.HKD","COWG","IE00B4JS1V06.HKD","LU2473716301.USD","LU0444971666.USD","LU0048584097.USD","RULE","LU1244550221.USD","LU1069347547.HKD","BK4585","IE00BQXX3C00.GBP","IE00B1XK9C88.USD","BK4567","LU1366333091.USD","LU0823434740.USD","LU1778281490.HKD","LU0417517546.SGD","RDVI","LU2242649171.HKD","ABFL","BK4588","LU0056508442.USD","LU1974910355.USD","IETC","LU2250418816.HKD","RDVY","IE00BKDWB100.SGD","LU0957808578.USD","LU0868494708.USD","LU0444973449.USD","LU1917777945.USD","TEK","LU2360106780.USD","LU1674673428.USD","BAI","LU0256863811.USD","LU1720051017.SGD","LU0210536198.USD","LU1823568750.SGD","LU1670627923.USD","IE00BWXC8680.SGD","LU0251132253.USD","IE00BQXX3D17.EUR","LU2023250504.SGD","LU0157215616.USD","LU1244550577.SGD","LU2272731600.USD","LU0868494617.USD","LU1815336760.USD","LU0097036916.USD","LU1674673691.USD","LU0719512351.SGD","IE00BFSS7M15.SGD","LU1815333072.USD","LU2244417387.USD","IE00B775H168.HKD","IE0009356076.USD","IE0004445015.USD","LU2023250843.SGD","LU0061475181.USD","BK4543","BK4533","LU1046421795.USD","QQQG","EPAI","LU0210533765.USD","LU2063271972.USD","LU0187121727.USD","SG9999002224.SGD","LU0476273544.USD","LU1992135472.HKD","LRCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658959881","title":"KLA SVP, Chief Accounting Officer Virendra Kirloskar Disposes of USD 577,317 in Common Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2658959881","media":"Reuters","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658959881?lang=en_us&edition=fundamental","pubTime":"2026-08-11 04:05","pubTimestamp":1786392355,"startTime":"0","endTime":"0","summary":"KLA SVP, Chief Accounting Officer Virendra Kirloskar disposes of USD 577,317 in common sharesKLA SVP, Chief Accounting Officer Virendra A. Kirloskar reported stock dispositions on Aug. 7, 2026.Sold 2,","market":"nz","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:20260810:nNDLb0nh0d:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"KLA SVP, Chief Accounting Officer Virendra Kirloskar Disposes of USD 577,317 in Common 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Fundamentals First ETF

KLA Corp Stock (KLAC) Moved Up by 3.07% on Aug 11: A Full Analysis

Sector Update: Tech

Bernstein Adjusts KLA Price Target to $250 From $225, Maintains Outperform Rating

<b>Taiwan Semiconductor Manufacturing</b> and <b>Sony</b> Forge Joint Venture for Next-Generation Image Sensors

TSMC, Sony to Form Japan JV for Advanced Smartphone Image Sensors

Sony, TSMC agree to establish JV for next-generation image sensors

Bernstein Raises TSMC Target Price by Nearly 19%, Sees CPUs Replacing GPUs as Main Growth Driver

Ming-Chi Kuo Dismisses Claims of Apple Chip Stockpile: AAPL and TSM Align Production with Material Availability, Avoiding Large-Scale Work-in-Progress Accumulation

Central Processing Units Could be New Growth Driver for TSMC

KLA Corp. Stock Outperforms Competitors Despite Losses on the Day

Lam Research Corp. Stock Outperforms Competitors Despite Losses on the Day

KLA SVP, Chief Accounting Officer Virendra Kirloskar Disposes of USD 577,317 in Common Shares

Microsoft is Set to Make a Whole Lot More of Its Own AI Chips

KLA Declares BRL 0.04 Per Unit Dividend for Q3 2026, Payable Sept. 8

Microsoft Plans Major Expansion of Next-Generation AI Chip Production, In Talks with TSMC for Over 300,000 Units by 2027

Microsoft Has Been in Talks with Chipmaker TSMC to Secure Manufacturing Capacity for over 300,000 of Maia Chips for Delivery in 2027- the Information

TSMC Sales Growth Accelerates, Giving a Clear Sign for the AI Trade

Sony, TSMC to spend $6.3B to make image sensors, Nikkei Asia reports

Key Republican Urges US to Stop Any Advanced Chips from Reaching Sanctioned Chinese Firms

TSMC Revenue Soars 45% as AI Chip Boom Shows No Signs of Slowing