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great earnings haven't been good enough for AI hardware stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2659187222","media":"Morning Star AU","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659187222?lang=en_us&edition=fundamental","pubTime":"2026-08-13 00:00","pubTimestamp":1786550400,"startTime":"0","endTime":"0","summary":"Key takeawaysAI hardware stocks, from memory chipmakers to factory firms, are seeing prices fall despite strong second-quarter earnings. 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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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Selected Advisers trims Taiwan Semiconductor stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2658288889","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658288889?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:01","pubTimestamp":1786503661,"startTime":"0","endTime":"0","summary":"Davis Selected Advisers, managed by Chris Davis, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company 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Storage Shares Jump. 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ASML up over 4%; SOXL, Lam Research up around 3%; SK Hynix, Wolfspeed, Applied Materials, SMCI up around 2%.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSMY","QCMD","AVGU","NVDS","07388","QCMU","Q","STM","AMBA","WOLF","TSMZ","NVDB","NXPI","SMYY","STX","ANV","SNXX","MUU","SNDU","ARMU","NVDW","PSTG","MU","ALAB","WDC","WDCX","SNDC","QRVO","MVLL","SNDG","NVDO","TXN","SOX","SNDK","NVTS","AMDY","UCTT","NVYY","SMTC","ARM","ARMG","AMUU","NVDX","TSMU","SMCI","ADI","SNPS","MRVU","LINT","AMYY","NVDU","INTC","QCML","ASMG","AMDL","AVGG","KLAC","LSCC","AMDG","NVD","QCOM","SOXL","SNDQ","SMH","AMAT","MUD","MRVX","MIC","TSM","HIMX","NVDQ","SOXS","NVDA","AMBQ","MUYY","SMCX","AMDD","SMCL","SNPX","AVGX","LRCX","LRCU","MUZ","PXLW","MRVL","MCHP","GFS","CRDO","SWKS","ARMW","SMCY","AMD","RMBS","TSMG","AVGO","CRDU","NVDD","AMDU","SMCC","AVGW","MULL","NVTX","STSM","AVS","AVL","UMC","NVDG","KLAG","ASML","NVII","07788","DIPS","ON","SIMO","DAMD","TSMX","SMCZ","NVDY","ASMU","NVDL","INTW","AMDW","LABX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166369964","title":"TSMC And Sony Finalize $4.7 Billion Joint Venture Agreement To Mass-Produce Next-Generation Image Sensors By 2029","url":"https://stock-news.laohu8.com/highlight/detail?id=1166369964","media":"Bellwether Stocks Movement","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166369964?lang=en_us&edition=fundamental","pubTime":"2026-08-11 21:44","pubTimestamp":1786455858,"startTime":"0","endTime":"0","summary":"","market":"sg","thumbnail":"https://static.tigerbbs.com/c5f943e1f87fbce309ba552063831169","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c5f943e1f87fbce309ba552063831169"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"TSMC And Sony Finalize $4.7 Billion Joint Venture Agreement To Mass-Produce Next-Generation Image...","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSMU","STSM","TSMZ","TSM","TSMY","TSMX","TSMG"],"isVideo":true,"video":{"duration":92,"video_url":"https://news-video-sg.skytigris.cn/videos/remotion/336/render_336_1786455264426.mp4","video_thumbnail":"https://static.tigerbbs.com/c5f943e1f87fbce309ba552063831169","audio_url":"https://news-video-sg.skytigris.cn/videos/remotion/336/tts/voiceover_6baa8be99a99d01e.mp3","isAI":true},"gpt_icon":0},{"id":"2658918063","title":"Sector Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2658918063","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658918063?lang=en_us&edition=fundamental","pubTime":"2026-08-11 20:53","pubTimestamp":1786452823,"startTime":"0","endTime":"0","summary":"Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR Fund up 0.6% and the State Street SPDR S&P Semiconductor ETF up 2.3%.Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions, a subsidiary of Sony Group , said they agreed to establish a joint venture in Kumamoto Prefecture, Japan, to develop and manufacture advanced image sensors for smartphones, with volume production expected to begin in 2029. Shares of Taiwan Semiconductor Manufacturing were nearly 1% higher pre-bell.","market":"fut","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://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["SONY","BK4550","ADVE","LU0310799852.SGD","BK4577","ASIA","KNOW","SG9999000418.SGD","LU0384037296.USD","LU0359202008.SGD","LU2860962120.EUR","SPTE","LU1989772923.USD","LU2054465674.USD","CGNG","LU0316494557.USD","EMM","TSMG","LU0353189763.USD","LU0823421333.USD","LU2023250504.SGD","LU1316542783.SGD","LU2271345857.HKD","LU1712237335.SGD","LU2028103732.USD","BK4602","LU2211814178.USD","SGXZ99366536.SGD","LU2237443978.SGD","BK4527","LU1852331112.SGD","BK4581","BK4605","LU2471134879.HKD","LU1934455863.HKD","TTEQ","BK4512","LU0175139822.USD","LU0823414478.USD","LU0965509101.SGD","SPWO","LU2506951792.HKD","LU1803068979.SGD","LU0889566641.SGD","MEMX","CGDG","LU2111349929.HKD","LU0965508806.USD","XLK","LU1868837722.USD","LU1917777945.USD","LU2237443549.SGD","LU0541501648.USD","LU0541502299.USD","LU1037948541.HKD","LU1934455194.USD","LU0056508442.USD","LU0109392836.USD","LU1508157978.USD","BK4078","LU0082616367.USD","LU1934455277.USD","TINS","LU0572939691.SGD","LU0861579265.USD","BK4526","LU0965509010.AUD","LU0889565833.HKD","LU0345770308.USD","TSMZ","LU2360032135.SGD","LU0642271901.SGD","LU2471134796.USD","BK4505","LU0572940350.SGD","LU1868838027.USD","BK4612","LU1267930490.SGD","SGXZ51526630.SGD","LU0359201612.USD","LU2087625088.SGD","BK4533","LU2041044095.USD","TSMX","IE00BQXX3C00.GBP","WUGI","LU1282649067.USD","CORO","LU2471134523.USD","IE0004445239.USD","LU2089284900.SGD","LU2491049909.HKD","SMH","SGXZ81514606.USD","BAI","LU0823421416.USD","LU1989764664.SGD","CGGO","LU2106854487.HKD","LU2663582299.SGD","IE00BZ199S13.USD","LU0238689110.USD","EMC","LU1323610961.USD","IE00BD6J9T35.USD","BK4141","AVSE","LU0488056044.USD","LU2491050154.USD","XSD","03145","IE00B5TLWC47.USD","CGIC","IE0004091025.USD","LU0143863198.USD","LU1023057109.AUD","LU1282649810.SGD","BK4543","LU2247934214.USD","IE00BFXG0V08.USD","IE00BYQQ9H92.USD","LU0965509283.SGD","LU2023251221.USD","BK4554","LU1974910355.USD","LU2298321311.HKD","TSMU","LU2357125470.USD","LU1623119135.USD","IE00BKPKM429.USD","LU0353189680.USD","LU0211328371.USD","LU2133065610.SGD","LU1989764748.USD","LU0198837287.USD","LU1989772840.SGD","AVXC","LU0882747503.HKD","BK4532","TSM","AVEM","LU0823414551.USD","LU0124676726.USD","STSM","LU2250418816.HKD","LU2491050071.SGD","ESIM","IE00B3M56506.USD","BK4588","LU2125154935.USD","LU0211327993.USD","LU2458330169.SGD","LU0348723411.USD","TEK","BK4591","CHPX","LU2458330243.SGD","LU2360106780.USD","BK4548","LU0264606111.USD","LU0719512351.SGD","AIQ","LU2237443382.USD","LU2543165471.USD","LU1037948897.HKD","LU0878005551.USD","FDTX","BK4503","IE0004086264.USD","LU0158827781.USD","BK4571","SG9999004220.SGD","LU0878004406.USD","LU2360108059.USD","BK4585","IE00BHPRN162.USD","LU0792757196.USD","LU1868837565.USD","TSMY","BK4604","IE00BQXX3F31.USD","LU1211504680.USD","LU2211815571.USD","LU0143863784.USD","LU2125154778.USD","LU2750360641.GBP","CNEQ","BLOX","LU0289960550.SGD","LU2063271972.USD","UMMA","LU0158827948.USD","BK4534","LU2089283258.USD","LU2294711713.HKD","LU0094547139.USD","LU0689626769.HKD","LU0359201885.HKD","LU2092937221.SGD","LU0154236417.USD","IE00BQXX3D17.EUR","LU2249611893.SGD","LU0345770993.USD","LU2750360997.AUD","LU2471134952.CNY","CWI","LU1267930813.SGD","LU2237443622.USD","LU0323591593.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1148770313","title":"Taiwan Semiconductor Manufacturing and Sony Forge Joint Venture for Next-Generation Image Sensors","url":"https://stock-news.laohu8.com/highlight/detail?id=1148770313","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1148770313?lang=en_us&edition=fundamental","pubTime":"2026-08-11 19:31","pubTimestamp":1786447893,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions have announced a joint venture to develop and manufacture next-generation image sensors. Sony plans to invest approximately 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Sony to Form Japan JV for Advanced Smartphone Image Sensors","url":"https://stock-news.laohu8.com/highlight/detail?id=2658412991","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658412991?lang=en_us&edition=fundamental","pubTime":"2026-08-11 18:31","pubTimestamp":1786444296,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions, a subsidiary of Sony Group , said Tuesday that they agreed to establish a joint venture in Kumamoto Prefecture, Japan, to develop and manufacture advanced image sensors for smartphones, with volume production expected to begin in 2029.Sony will be the controlling shareholder, with plans to contribute about 465 billion yen through cash and asset transfers, while TSMC will contribute about 282 billion yen in cash, they said.The venture will leverage Sony's image sensor technology and TSMC's advanced manufacturing capabilities, they added.The deal remains subject to regulatory approvals and other customary closing conditions, the companies 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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 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Taiwan Semiconductor Manufacturing

Why great earnings haven't been good enough for AI hardware stocks

Chip, Storage Shares Extend Gains. SMCI up Nearly 14%; SOXL up over 9%; SK Hynix, Seagate Tech up Around 8%; SanDisk up over 7%; Micron, Western Digital up 6%

AI Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust

Omdia Revises 2026 Semiconductor Growth Forecast Upward to 94.1% on Surging AI Demand

Temasek Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value

Davis Selected Advisers trims Taiwan Semiconductor stake

Option Focus | Taiwan Semiconductor’s Bullish Flow Dominates as Synthetic Long Outweighs Modest Double Put Sale, With IV at 14th Percentile

Taiwan Semiconductor is Maintained at Outperform by Bernstein

Substrate Shortage Looms as Next Major Hurdle for Advanced Chip Packaging, Warns TSMC's "CoWoS Man"

Chip, Storage Shares Jump. ASML up over 4%; SOXL, Lam Research up Around 3%; SK Hynix, Wolfspeed, Applied Materials, SMCI up Around 2%

TSMC And Sony Finalize $4.7 Billion Joint Venture Agreement To Mass-Produce Next-Generation Image Sensors By 2029

Sector Update: Tech

<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

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

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