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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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Chip Demand Pushes Samsung Foundry to Raise Prices by Up to 15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111414795","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111414795?lang=en_us&edition=fundamental","pubTime":"2026-08-19 17:40","pubTimestamp":1787132407,"startTime":"0","endTime":"0","summary":"According to two sources with knowledge of the matter, Samsung Electronics Co., Ltd. has raised prices for new orders of certain advanced chip foundry services by up to 15%. 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Semiconductor Manufacturing (TSM) Could Be 13% Overvalued On Maia 300 Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2660469822","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660469822?lang=en_us&edition=fundamental","pubTime":"2026-08-18 17:24","pubTimestamp":1787045061,"startTime":"0","endTime":"0","summary":"Microsoft’s Maia 300 AI chip plans put fresh attention on Taiwan Semiconductor Manufacturing\nMicrosoft’s upcoming Maia 300 AI chip, which is expected in September, has put Taiwan Semiconductor Manufacturing (NYSE:TSM) back in focus as investors weigh what long term capacity commitments could mean for the stock.\nSee our latest analysis for Taiwan Semiconductor Manufacturing.\nAt a share price of US$430.97, Taiwan Semiconductor Manufacturing has seen steady momentum, with a 30 day share 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Arizona Operations Surge 661% in Profit, Outpacing Nanjing Facility","url":"https://stock-news.laohu8.com/highlight/detail?id=1185984836","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185984836?lang=en_us&edition=fundamental","pubTime":"2026-08-18 09:21","pubTimestamp":1787016091,"startTime":"0","endTime":"0","summary":"TSMC's overseas manufacturing subsidiaries posted a combined profit of NT$58.529 billion (approximately $1.839 billion) in the first half of 2026, a remarkable 215.4% surge from NT$18.556 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Global Expansion Appears to be Paying Off with Rising Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2660443020","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660443020?lang=en_us&edition=fundamental","pubTime":"2026-08-18 07:40","pubTimestamp":1787010000,"startTime":"0","endTime":"0","summary":"2340 GMT - As TSMC expands its global manufacturing footprint to secure future AI chip supply chains, its overseas hubs are emerging as new profit drivers, according to the company's latest filings. TSMC Arizona, once viewed as a costly overseas venture with uncertain returns, generated 36 billion New Taiwan dollars in net profit during 1H of 2026, more than doubling its full-year 2025 net profit. Its joint venture in Japan swung from a NT$9.77 billion full-year loss in 2025 to a NT$1.68 billion net profit in the first half. TSMC Nanjing also remained steadily profitable. The results suggest that TSMC can replicate its industry-leading profitability beyond Taiwan, analysts say.","market":"hk","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":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0861579265.USD","IE00BZ199S13.USD","LU2041044095.USD","LU0082616367.USD","LU2458330243.SGD","LU1023057109.AUD","LU0359201885.HKD","LU1917777945.USD","AVXC","BK4503","LU1267930813.SGD","LU0719512351.SGD","LU0158827948.USD","LU2237443382.USD","LU0316494557.USD","BLOX","UMMA","LU0353189680.USD","LU0124676726.USD","LU0198837287.USD","LU0572940350.SGD","LU2471134952.CNY","LU0488056044.USD","LU2211814178.USD","LU1323610961.USD","LU2249611893.SGD","SPWO","LU1623119135.USD","BAI","LU1048588211.SGD","LU1316542783.SGD","LU2111349929.HKD","LU2360108059.USD","LU2543165471.USD","LU1037948897.HKD","CGIC","LU2271345857.HKD","LU0323591593.USD","BK4612","LU2023251221.USD","LU1282649067.USD","BK4141","LU0109392836.USD","LU1868837565.USD","LU0348723411.USD","LU2089284900.SGD","LU0143863198.USD","IE00BQXX3C00.GBP","LU2357125470.USD","LU2506951792.HKD","LU0211327993.USD","CGNG","LU0345770993.USD","LU0345770308.USD","TSMG","LU1934455277.USD","LU2028103732.USD","LU1989772840.SGD","IE0004091025.USD","LU2860962120.EUR","MEMX","BK4543","SPTE","TSM","IE00BKPKM429.USD","SG9999004220.SGD","LU2087625088.SGD","LU2237443549.SGD","STSM","LU0359201612.USD","LU0072462343.USD","TEK","IE00BHPRN162.USD","LU0889566641.SGD","AIQ","LU0882747503.HKD","TSMZ","LU0238689110.USD","LU0689626769.HKD","CORO","IE0004445239.USD","LU2125154778.USD","BK4550","LU2360106780.USD","LU0359202008.SGD","LU0541501648.USD","LU2063271972.USD","LU2125154935.USD","LU1974910355.USD","LU2054465674.USD","BK4602","LU1712237335.SGD","LU0823421416.USD","LU2471134879.HKD","IE00BD6J9T35.USD","BK4605","CGGO","LU2250418816.HKD","LU2663582299.SGD","LU0889565833.HKD","LU2491050154.USD","TSMU","LU2750360641.GBP","LU0056508442.USD","LU0211328371.USD","LU0823414551.USD","LU1989764664.SGD","ASIA","BK4533","LU2491049909.HKD","LU1037948541.HKD","LU2750360997.AUD","LU1803068979.SGD","LU0572939691.SGD","LU2458330169.SGD","LU2491050071.SGD","LU1267930490.SGD","BK4505","CWI","LU0384037296.USD","LU2089283258.USD","LU0878005551.USD","LU2237443978.SGD","LU2247934214.USD","KNOW","BK4591","IE00B3M56506.USD","LU0823421333.USD","CNEQ","LU2294711713.HKD","LU0158827781.USD","BK4532","LU0094547139.USD","LU2471134796.USD","LU1934455194.USD","BK4585","IE00BQXX3F31.USD","BK4588","BK4527","LU2237443622.USD","ESIM","LU0175139822.USD","LU0965509283.SGD","CGDG","LU0965509101.SGD","LU2023250504.SGD","LU0965509010.AUD","LU2106854487.HKD","AVEM","SG9999000418.SGD","SMH","IE00B5TLWC47.USD","LU2211815571.USD","LU0310799852.SGD","SGXZ51526630.SGD","LU2092937221.SGD","AVSE","LU1282649810.SGD","LU2133065610.SGD","LU1852331112.SGD","TTEQ","TINS","LU1989772923.USD","EMC","BK4534","03145","LU0541502299.USD","EMM","TSMX","LU0143863784.USD","IE0004086264.USD","LU0823414478.USD","ADVE","CHPX","TSMY","IE00BQXX3D17.EUR","LU0642271901.SGD","LU2360032135.SGD","BK4512","BK4548","IE00BYQQ9H92.USD","WUGI","FDTX","BK4581","LU0264606111.USD","LU0965508806.USD","SGXZ81514606.USD","LU2298321311.HKD","IE00BFXG0V08.USD","BK4526","LU0289960550.SGD","SGXZ99366536.SGD","LU0792757196.USD","LU1211504680.USD","LU1989764748.USD","LU1508157978.USD","BK4554","LU2471134523.USD","LU0353189763.USD","LU1868837722.USD","LU1934455863.HKD","LU1868838027.USD","LU0878004406.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660143104","title":"Cboe data suggests bullish flow in Taiwan Semi with shares up 1.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660143104","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660143104?lang=en_us&edition=fundamental","pubTime":"2026-08-18 02:05","pubTimestamp":1786989923,"startTime":"0","endTime":"0","summary":"Cboe data suggests bullish flow in Taiwan Semi (TSM), with shares up $5.04, or 1.18%, near $431.38. 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