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Semiconductor Index Soars 2%. SMCI up over 9%; Western Digital up 7%; ARM, SK Hynix up Around 6%; SanDisk, Marvell up 5%; Micron up over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176784637","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176784637?lang=en_us&edition=fundamental","pubTime":"2026-08-13 22:44","pubTimestamp":1786632245,"startTime":"0","endTime":"0","summary":"Chip stocks continued to rally on Thursday. SMCI, ARM Holdings, SOXL up over 5%; Intel, Marvell, Western Digital, SanDisk up over 4%; AMD up over 2%. 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Here’s why TSMC and SK Hynix are the unsung winners of the AI boom.","market":"nz","thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2026/08/Nvidia-TSMC-Sk-Hynix-300x200.png","type":0,"news_type":0,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2026/08/Nvidia-TSMC-Sk-Hynix-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/the-unsung-kings-of-ai-why-nvidia-cant-build-gpus-without-tsmc-and-sk-hynix/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://thesmartinvestor.com.sg/the-unsung-kings-of-ai-why-nvidia-cant-build-gpus-without-tsmc-and-sk-hynix/","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":"thesmartinvestor_highlight","symbols":["LU0109391861.USD","AVEM","LU1242518857.USD","LU0642271901.SGD","LU2264538146.SGD","LU0097036916.USD","LU2244417387.USD","ROM","LU1815336760.USD","LU0708995401.HKD","LU0672654240.SGD","LU0494093205.USD","LU1232071149.USD","LU1718418525.SGD","BK4532","LU1282649810.SGD","BLOX","LU0323239441.USD","LU2552382215.SGD","LU0203202063.USD","LU2092937221.SGD","IE00B3M56506.USD","BK4534","BK4608","AVSE","SGXZ23171101.USD","LU2347655073.USD","LU1983260115.SGD","IE00BJTD4N35.SGD","EMC","LU2360032135.SGD","SG9999015986.USD","LU2125154778.USD","IE000KEQY171.SGD","BK4505","LU0353189763.USD","LU0323240290.USD","2NVD.UK","LU1037948897.HKD","LU2347655156.SGD","LU1127390331.HKD","LU0211327993.USD","07788","LU1674673428.USD","LU2065169927.USD","BK4549","LU1084165304.USD","SPTE","BK4579","IE00B1XK9C88.USD","LU1992135399.USD","IE00B3S45H60.SGD","07388","LU1914381329.SGD","LU0011850046.USD","LU0820561818.USD","SNVDAmain","IE00B4YYXB79.USD","LU0949170772.SGD","LU2357305700.SGD","METV","LU1633808545.USD","SG9999002232.USD","LU1429558221.USD","LU2286300806.USD","LU2322448957.HKD","CGIC","LU1989764748.USD","LU2065170008.USD","LU1951200564.SGD","LU2896262040.SGD","LU0417517546.SGD","IE0009G5SDU7.USD","LU2028103732.USD","IE00BK4W5M84.HKD","LU2211815571.USD","BK4614","LU0823434740.USD","LU0109392836.USD","LU2456880835.USD","BK4591","LU0070217475.USD","AIPI","LU2023250330.USD","DIPS","NVDS","LU1400636491.USD","LU1880398471.USD","NVDU","CHPX","FDTX","LU2954938101.SGD","LU0444973449.USD","VT","LU0472753341.HKD","LU2125909247.SGD","LU1496350171.SGD","SG9999014880.SGD","LU0308772762.SGD","LU0823434583.USD","LU0061475181.USD","LU1267930573.SGD","LU2168564149.EUR","IETC","LU1366333091.USD","LU2242650005.HKD","LU0395794307.EUR","IE00B3SWFQ91.USD","LU0082616367.USD","IE00BHPRN162.USD","LU0061474705.USD","LU0792757196.USD","LU1814569148.SGD","LU1935042215.USD","IE00BKVL7J92.USD","LU0175139822.USD","SG9999014567.USD","IE00BJJMRY28.SGD","LU2237443895.HKD","LU0048584097.USD","SG9999014906.USD","IE00BKDWB100.SGD","SNPE","03145","LU0823421333.USD","SG9999014575.USD","LU0795875169.SGD","NVD3.UK","LU0511384066.AUD","IE000W1ABFV2.USD","HK0000306685.HKD","LU1244550221.USD","LU0069063385.USD","LU0476273544.USD","SG9999002224.SGD","LU0266013472.USD","NVD","LU0234570918.USD","LU0878005551.USD","LU2097344357.USD","SG9999015341.SGD","IXN","LU2092627202.USD","IE0004445015.USD","LU0323591593.USD","LU2663582299.SGD","LU1691799644.USD","IE00BZ199S13.USD","LU1069344957.HKD","LU1989772923.USD","LU2420271590.USD","LU2471134796.USD","LU0557290698.USD","BK4567","EFIV","LU1244550577.SGD","LU1791710582.SGD","LU1064131342.USD","LU0541501648.USD","LU2471134879.HKD","IE000Q6AESB8.SGD","LU0289960550.SGD","LU0957791311.USD","LU0354030438.USD","LU0868494617.USD","MEMX","GB00BDT5M118.USD","LU0128525929.USD","TSMY","LU1211504680.USD","LU1153585028.USD","BK4533","LU0708994859.HKD","CNEQ","LU2290526834.HKD","LU0264606111.USD","LU0640476718.USD","LU2357125470.USD","ADVE","IE00B4JS1V06.HKD","LU0316494557.USD","IE00BMPRXQ63.HKD","LU0345768740.USD","LU1868837722.USD","HK0000320264.USD","LU0957808578.USD","LU0719512351.SGD","TSM","LU0882574139.USD","NVDS.UK","IE0004086264.USD","KNOW","FAI","LU1721428933.USD","LU2054465674.USD","SG9999015952.SGD","LU1066051498.USD","LU0488056044.USD","IE00B19Z8X17.USD","TSMX","LU0158827781.USD","LU1645745479.HKD","LU1267930813.SGD","LU1868837565.USD","SG9999014542.SGD","HK0000914660.USD","LU0096362180.USD","LU2463028550.USD","LU2462591277.SGD","LU1670756490.USD","NULC","BK4587","UMMA","LU2213496289.HKD","LU1951198990.SGD","LU0154236417.USD","LU2403377893.USD","LU0823414478.USD","LU0724617625.USD","LU2168564495.EUR","LU1732799900.SGD","LU1935042991.SGD","LU0868494708.USD","LU1868837300.USD","LU2294711713.HKD","LU0787776722.HKD","NVDQ","SG9999014898.SGD","IE0034235295.USD","LU2236285917.USD","LU0348723411.USD","LU2125909759.SGD","IE00BKPKM429.USD","LU2041044095.USD","LU2108987350.USD","LU0256863902.USD","LU0289739343.SGD","LU0310799852.SGD","LU0965509010.AUD","SG9999014559.SGD","NVII","TTEQ","IE0004445239.USD","LU1880398554.USD","LU0210536198.USD","LU0079474960.USD","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Focus | Taiwan Semiconductor's Double-Long Put Combination Targets $380 Strike Despite Cheap IV, Signaling a Clear Bearish Bet","url":"https://stock-news.laohu8.com/highlight/detail?id=1139528006","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139528006?lang=en_us&edition=fundamental","pubTime":"2026-08-13 14:50","pubTimestamp":1786603828,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing Co. ended the session at 429.15 USD, rising 1.68%.The stock advanced, yet a notable large trade emerged, targeting the $380 strike with a double-long 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reports July revenue up 45% year on year, driven by strong AI chip demand.\nJuly revenue performance is above the upper end of TSMC's full year guidance range.\nThe company raises its capital expenditure outlook to support high performance computing and AI capacity.\n\nConsider broadening your watchlist by looking at other semiconductor and AI infrastructure stocks through 57 AI infrastructure stocks.\nNYSE:TSM 1-Year Stock Price 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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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Storage Shares Jump. ASML up over 4%; SOXL, Lam Research up Around 3%; SK Hynix, Wolfspeed, Applied Materials, SMCI up Around 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166478923","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166478923?lang=en_us&edition=fundamental","pubTime":"2026-08-11 21:48","pubTimestamp":1786456097,"startTime":"0","endTime":"0","summary":"Chip, storage shares jumped on Tuesday. 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":"330240692f324d079ccf839d9e4180bf","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":["AMBA","KLAC","ASMG","QCOM","MRVU","STSM","AMD","MRVX","AMDU","MUZ","AMUU","NVDL","AMAT","LSCC","SOXL","INTC","STX","SMCX","AVS","RMBS","TSMG","GFS","HIMX","NVDX","SMYY","AMDL","ALAB","MUYY","LRCX","SMH","CRDO","NVII","AMDD","DIPS","NVTX","LINT","07788","SNPX","NVDG","ARMW","TSMU","AVGO","SIMO","ANV","MVLL","LRCU","PXLW","UMC","ASMU","SWKS","QCMU","MCHP","NVYY","CRDU","STM","QRVO","INTW","AMYY","AMDY","SMCL","ARMU","UCTT","QCML","ARMG","SMCZ","TSM","QCMD","SNDU","NVDA","AVGU","TSMX","NVDO","TSMZ","DAMD","WDC","SOX","MULL","WDCX","SNPS","MIC","MU","TXN","NVDQ","NXPI","AVL","TSMY","KLAG","LABX","MRVL","SNDC","SNXX","MUU","SMCY","AVGX","NVTS","ASML","AVGG","SMCI","NVDU","ON","Q","NVDB","AMDG","NVDW","ARM","WOLF","AMDW","MUD","NVDY","SMCC","NVDS","SNDQ","SNDK","SMTC","07388","SOXS","SNDG","AVGW","NVD","NVDD","PSTG","AMBQ","ADI"],"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":["TSMG","TSMU","TSMX","STSM","TSMY","TSMZ","TSM"],"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":"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://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":["LU0316494557.USD","LU0541502299.USD","LU0878005551.USD","LU2125154935.USD","IE00BYQQ9H92.USD","LU0353189680.USD","LU2271345857.HKD","LU2294711713.HKD","AIQ","BK4591","LU1623119135.USD","LU2237443978.SGD","LU0345770308.USD","LU2133065610.SGD","LU2041044095.USD","SGXZ99366536.SGD","LU0238689110.USD","LU0109392836.USD","LU2106854487.HKD","TSMU","BK4602","LU0823421333.USD","MEMX","LU0359201612.USD","BK4577","BK4526","LU0175139822.USD","LU2250418816.HKD","LU1282649810.SGD","LU1989764664.SGD","LU2247934214.USD","LU2111349929.HKD","LU2663582299.SGD","SGXZ51526630.SGD","EMM","LU0359202008.SGD","BK4534","LU1934455277.USD","LU0310799852.SGD","LU2125154778.USD","BK4604","LU0198837287.USD","LU0359201885.HKD","SPTE","CGIC","LU2092937221.SGD","IE0004445239.USD","LU1211504680.USD","LU1712237335.SGD","BK4532","XLK","LU2023251221.USD","LU2087625088.SGD","LU2471134523.USD","BK4585","LU1323610961.USD","LU2211814178.USD","LU0965509283.SGD","STSM","BK4141","LU0689626769.HKD","IE00BKPKM429.USD","LU1282649067.USD","LU2360106780.USD","BK4550","LU0861579265.USD","CGNG","SG9999000418.SGD","LU0541501648.USD","LU2063271972.USD","LU0289960550.SGD","LU2249611893.SGD","LU2089283258.USD","LU0878004406.USD","CNEQ","TSMG","IE00BQXX3C00.GBP","LU0154236417.USD","LU2506951792.HKD","BK4581","LU2491049909.HKD","LU1989772840.SGD","BK4612","LU0823414551.USD","LU0882747503.HKD","LU2750360641.GBP","IE00BQXX3D17.EUR","TINS","LU0572940350.SGD","LU0889565833.HKD","LU1267930490.SGD","LU1267930813.SGD","LU0264606111.USD","BK4605","BK4533","LU1974910355.USD","UMMA","LU2023250504.SGD","LU0384037296.USD","WUGI","SGXZ81514606.USD","LU2357125470.USD","BK4505","IE0004091025.USD","IE00B3M56506.USD","LU1917777945.USD","BK4078","IE00BZ199S13.USD","KNOW","LU0158827948.USD","LU1508157978.USD","ESIM","LU0124676726.USD","LU2211815571.USD","SONY","AVXC","CHPX","LU2458330243.SGD","CORO","LU0143863198.USD","LU0094547139.USD","IE00BHPRN162.USD","ADVE","IE00BQXX3F31.USD","LU2458330169.SGD","LU2237443382.USD","LU2750360997.AUD","LU1023057109.AUD","BK4503","SMH","ASIA","AVSE","BK4588","LU0345770993.USD","LU2237443622.USD","LU0488056044.USD","TSMZ","LU0143863784.USD","LU1989772923.USD","LU2471134796.USD","BK4571","LU1868837722.USD","BK4527","LU0889566641.SGD","BAI","IE0004086264.USD","LU1934455194.USD","XSD","LU2298321311.HKD","LU0965509101.SGD","LU2471134879.HKD","LU0082616367.USD","BK4554","LU0642271901.SGD","LU0323591593.USD","LU2360032135.SGD","LU1989764748.USD","TSMY","BK4548","LU2089284900.SGD","TTEQ","TEK","LU2860962120.EUR","FDTX","LU1934455863.HKD","BLOX","BK4543","03145","LU0719512351.SGD","LU1037948541.HKD","CGDG","LU1316542783.SGD","LU0348723411.USD","CWI","LU1037948897.HKD","LU2028103732.USD","LU2491050154.USD","LU0823414478.USD","LU1803068979.SGD","IE00B5TLWC47.USD","LU0158827781.USD","EMC","LU2237443549.SGD","SPWO","LU0353189763.USD","LU0965508806.USD","LU1852331112.SGD","TSM","BK4512","LU0792757196.USD","LU0211327993.USD","IE00BD6J9T35.USD","LU2054465674.USD","LU2360108059.USD","TSMX","LU1868837565.USD","LU2471134952.CNY","CGGO","LU0056508442.USD","LU1868838027.USD","LU0211328371.USD","LU2491050071.SGD","LU0965509010.AUD","LU2543165471.USD","LU0572939691.SGD","AVEM","SG9999004220.SGD","LU0823421416.USD","IE00BFXG0V08.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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Taiwan Semiconductor Manufacturing

Philadelphia Semiconductor Index Soars 2%. SMCI up over 9%; Western Digital up 7%; ARM, SK Hynix up Around 6%; SanDisk, Marvell up 5%; Micron up over 4%

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Option Focus | Taiwan Semiconductor's Double-Long Put Combination Targets $380 Strike Despite Cheap IV, Signaling a Clear Bearish Bet

Why Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?

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