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Chart\nTaiwan...","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/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","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/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","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":"simplywall_highlight","symbols":["LU1868838027.USD","LU0889566641.SGD","LU0488056044.USD","CNEQ","LU1868837722.USD","MEMX","LU2294711713.HKD","LU0353189763.USD","BK4612","LU2250418816.HKD","LU2458330243.SGD","BK4554","CGNG","LU0572939691.SGD","LU1023057109.AUD","TSMZ","LU0094547139.USD","LU2133065610.SGD","LU0719512351.SGD","AVXC","BK4534","LU2750360997.AUD","LU0823414551.USD","TSMU","CGDG","LU2089284900.SGD","LU2063271972.USD","LU1803068979.SGD","LU1989772840.SGD","LU2106854487.HKD","CGIC","LU2092937221.SGD","LU2023251221.USD","LU1508157978.USD","LU2211815571.USD","LU2237443978.SGD","LU0353189680.USD","IE00BYQQ9H92.USD","LU1868837565.USD","SGXZ51526630.SGD","TEK","LU2125154778.USD","LU1037948541.HKD","AVEM","LU0082616367.USD","LU0211328371.USD","IE0004091025.USD","LU0792757196.USD","SGXZ99366536.SGD","LU0175139822.USD","LU0965509010.AUD","LU0345770308.USD","SGXZ81514606.USD","LU0889565833.HKD","LU2471134796.USD","LU1989772923.USD","LU2360106780.USD","LU0878005551.USD","TINS","IE00B3M56506.USD","LU2360108059.USD","IE00B5TLWC47.USD","BK4527","FDTX","LU1989764748.USD","IE00BZ199S13.USD","AIQ","TTEQ","CGGO","LU2089283258.USD","LU2543165471.USD","CORO","LU1037948897.HKD","LU0056508442.USD","LU0689626769.HKD","LU2471134523.USD","BK4141","LU0359202008.SGD","BK4585","LU2750360641.GBP","IE00BD6J9T35.USD","LU2357125470.USD","LU1974910355.USD","LU0109392836.USD","LU2023250504.SGD","EMC","LU1211504680.USD","LU2054465674.USD","LU0264606111.USD","BK4533","LU1989764664.SGD","LU0965508806.USD","LU0359201612.USD","LU0384037296.USD","LU2211814178.USD","LU0965509101.SGD","LU1267930490.SGD","LU2491050154.USD","LU1934455194.USD","LU0882747503.HKD","LU0572940350.SGD","LU2237443549.SGD","LU2471134952.CNY","BK4602","IE00BQXX3D17.EUR","LU0965509283.SGD","UMMA","LU2237443622.USD","BK4543","LU2491049909.HKD","AVSE","BK4588","CHPX","LU2298321311.HKD","LU1282649810.SGD","LU1934455863.HKD","LU0158827781.USD","LU2360032135.SGD","IE00BQXX3C00.GBP","SPTE","ASIA","SG9999004220.SGD","LU1316542783.SGD","EMM","LU0878004406.USD","LU0541502299.USD","TSMY","LU1712237335.SGD","BK4532","LU0861579265.USD","LU0323591593.USD","LU0823414478.USD","LU2471134879.HKD","STSM","BK4591","LU0541501648.USD","SPWO","BLOX","LU0198837287.USD","IE0004086264.USD","LU0642271901.SGD","LU0823421416.USD","BAI","LU2111349929.HKD","LU2491050071.SGD","KNOW","SG9999000418.SGD","BK4503","LU1623119135.USD","LU2860962120.EUR","LU2041044095.USD","BK4505","IE00BFXG0V08.USD","LU2271345857.HKD","ESIM","TSM","LU1852331112.SGD","BK4512","WUGI","LU2247934214.USD","LU1282649067.USD","IE0004445239.USD","BK4550","LU1917777945.USD","CWI","LU0143863198.USD","BK4526","LU0143863784.USD","LU1267930813.SGD","LU0310799852.SGD","LU2249611893.SGD","IE00BQXX3F31.USD","LU2125154935.USD","TSMX","LU0823421333.USD","LU0345770993.USD","LU1323610961.USD","LU2458330169.SGD","ADVE","BK4605","LU0348723411.USD","LU0211327993.USD","LU0359201885.HKD","LU2087625088.SGD","LU2237443382.USD","LU2506951792.HKD","IE00BKPKM429.USD","BK4581","LU0158827948.USD","LU0238689110.USD","LU0289960550.SGD","BK4548","03145","LU0124676726.USD","IE00BHPRN162.USD","LU0316494557.USD","LU2663582299.SGD","LU1934455277.USD","LU2028103732.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659187222","title":"Why 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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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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