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Will the AI Bubble Burst? not Anytime Soon.","url":"https://stock-news.laohu8.com/highlight/detail?id=2663118260","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663118260?lang=en_us&edition=fundamental","pubTime":"2026-08-29 09:30","pubTimestamp":1787967000,"startTime":"0","endTime":"0","summary":"When it comes to a capital spending bubble, the trick isn't dancing when the music is playing, but knowing when it's time to sit down. As summer turns to fall, investors should keep on dancing to the 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Is Taiwan Semiconductor Manufacturing (TSM) Getting From Its 3nm Chip Partnership?","url":"https://stock-news.laohu8.com/highlight/detail?id=2663359019","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663359019?lang=en_us&edition=fundamental","pubTime":"2026-08-29 07:37","pubTimestamp":1787960241,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing (NYSE:TSM) agreed to produce three new chips for Xiaomi, including a next generation 3nm smartphone processor.\nThe cooperation also covers future processors targeting AI powered consumer devices and autonomous driving systems.\nThe deal broadens TSMC's advanced node customer base beyond existing large chip clients and extends into consumer AI and automotive use cases.\n\nFor readers interested in more ways to get exposure to the picks and shovels behind AI and...","market":"us","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/what-is-taiwan-semiconductor-manufacturing-tsm-getting-from","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/what-is-taiwan-semiconductor-manufacturing-tsm-getting-from","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU2471134796.USD","LU1023057109.AUD","LU0359201885.HKD","LU0878004406.USD","EMC","LU1803068979.SGD","LU2211814178.USD","LU2458330169.SGD","LU0882747503.HKD","LU2491050071.SGD","LU1712237335.SGD","BLOX","BK4548","AVXC","LU0541501648.USD","LU1868837722.USD","LU2133065610.SGD","LU0056508442.USD","LU0878005551.USD","LU1989764664.SGD","LU0359201612.USD","LU2106854487.HKD","BK4532","LU2023251221.USD","SGXZ81514606.USD","LU1934455194.USD","LU2543165471.USD","TTEQ","STSM","LU0965509283.SGD","ADVE","LU2089284900.SGD","LU0823421333.USD","MEMX","BK4505","LU0175139822.USD","LU2041044095.USD","ESIM","ASIA","LU1989772840.SGD","LU2491049909.HKD","TSMY","LU0642271901.SGD","LU0689626769.HKD","LU0823421416.USD","IE00BQXX3F31.USD","IE00BFXG0V08.USD","TSMX","LU1868838027.USD","LU0158827781.USD","LU2360108059.USD","SG9999000418.SGD","LU2860962120.EUR","LU2089283258.USD","LU2471134523.USD","LU2054465674.USD","TINS","BK4602","LU1917777945.USD","LU0348723411.USD","IE00B3M56506.USD","LU0823414551.USD","LU1211504680.USD","LU2125154935.USD","BK4554","LU0792757196.USD","IE00BQXX3D17.EUR","LU0072462343.USD","LU0353189763.USD","LU0316494557.USD","BK4550","LU0094547139.USD","LU2357125470.USD","SPWO","LU2237443978.SGD","UMMA","BK4585","CGIC","LU1508157978.USD","BK4591","LU2360032135.SGD","CHPX","BK4527","IE00BD6J9T35.USD","BK4141","LU0082616367.USD","LU0861579265.USD","LU2063271972.USD","LU1037948541.HKD","TWSC","LU0143863784.USD","LU2491050154.USD","LU1974910355.USD","BK4581","LU2294711713.HKD","LU2237443549.SGD","LU2471134879.HKD","LU0109392836.USD","LU0143863198.USD","LU1934455863.HKD","LU0965509010.AUD","IE00BQXX3C00.GBP","IE00BKPKM429.USD","LU1267930490.SGD","LU1852331112.SGD","BAI","LU0572939691.SGD","03145","LU2028103732.USD","IE0004091025.USD","LU2250418816.HKD","LU2458330243.SGD","FDTX","AIQ","LU0345770993.USD","BK4503","LU2663582299.SGD","LU0310799852.SGD","LU0889566641.SGD","LU0211328371.USD","TSMU","LU0158827948.USD","LU1868837565.USD","BK4534","KNOW","LU0124676726.USD","LU0323591593.USD","BK4543","LU1323610961.USD","LU1989764748.USD","IE00BHPRN162.USD","LU2750360997.AUD","IE00BYQQ9H92.USD","LU1282649067.USD","LU1048588211.SGD","LU0488056044.USD","EMM","LU0198837287.USD","BK4612","SGXZ51526630.SGD","IE0004086264.USD","LU0541502299.USD","LU2506951792.HKD","LU0965509101.SGD","LU0384037296.USD","BK4605","AVEM","WUGI","LU2750360641.GBP","LU2271345857.HKD","LU0823414478.USD","LU2237443382.USD","LU2125154778.USD","IE0004445239.USD","IE00B5TLWC47.USD","LU2360106780.USD","LU1037948897.HKD","LU0719512351.SGD","LU2087625088.SGD","LU0353189680.USD","LU0965508806.USD","SG9999004220.SGD","TEK","LU1267930813.SGD","CGNG","CORO","IE00BZ199S13.USD","LU1316542783.SGD","LU2023250504.SGD","LU2249611893.SGD","LU0572940350.SGD","CGGO","BK4588","LU2247934214.USD","LU0264606111.USD","SPTE","LU0238689110.USD","LU2237443622.USD","LU1989772923.USD","LU2211815571.USD","TSMZ","SGXZ99366536.SGD","AVSE","CNEQ","BK4526","BK4533","LU0211327993.USD","LU2092937221.SGD","CWI","TSMG","LU2111349929.HKD","TSM","LU0345770308.USD","BK4512","LU0359202008.SGD","LU2471134952.CNY","LU0289960550.SGD","LU0889565833.HKD","LU1623119135.USD","LU2298321311.HKD","LU1934455277.USD","CGDG","LU1282649810.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663701931","title":"NVIDIA Stock And 2 AI Hardware Picks With Pricing Power In Higher Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2663701931","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663701931?lang=en_us&edition=fundamental","pubTime":"2026-08-29 07:32","pubTimestamp":1787959957,"startTime":"0","endTime":"0","summary":"Tariffs are now feeding directly into consumer prices, AI hardware is adding fresh fuel to inflation, and interest rates look pinned higher for longer. That mix is reshaping which US-listed semiconductor and hardware stocks feel more pressure and which find extra pricing support. This article walks through 3 stocks exposed to these tariff and AI trends, so you can decide which stories deserve a closer look on your watchlist.\nThe three stocks below are just a starting sample and the 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