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TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7…

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TSMC Stock Drops 4.1% as $2 Trillion AI Rout Spreads

Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, fell approximately 4.1% in Wednesday's U.S. regular-session trading as a severe Asian AI-stock rout spread across semiconductor markets. TSMC's Taipei-listed shares closed 3.5% lower. South Korea's KOSPI fell as mu…

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SK Hynix ADR Cap Keeps 51% Premium Arbitrage Alive

SK Hynix (HXSCL), a South Korea-listed company with newly issued U.S.-traded depositary receipts, has limited conversions of its Korean shares into ADRs to 2.5% of total shares outstanding, keeping a closely watched arbitrage opportunity largely out of reach. Korea Securities Depository Chief Execu…

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TSMC's $200 billion U.S. bet comes with a costly trade-off

Taiwan Semiconductor Manufacturing Co. NYSE:TSM said its expanding manufacturing footprint in the United States is expected to pressure profit margins over the next several years, even as demand for advanced artificial intelligence chips remains strong.TSMC has pledged about $200 billion in U.S. in…

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Good News For TSMC Stock Investors

Taiwan Semiconductor Manufacturing NYSE:TSM reported record second-quarter revenue of NT$1.27 trillion ($39.63 billion), topping market expectations as demand for artificial intelligence chips continued to support sales.Revenue increased 36% from a year earlier, above the LSEG consensus estimate of…

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SK Hynix Targets $26.5 Billion ADR Sale as AI Demand Surges

SK Hynix (HXSCL), a South Korean chipmaker, is preparing a U.S. American depositary receipt offering that is expected to raise about $26.5 billion, potentially giving the company access to a broader pool of American investors as demand for artificial intelligence infrastructure remains strong. The…

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Meta's AI Chip Roadmap May Shift

Meta Platforms NASDAQ:META is reportedly weighing a $6.5 billion AI chip deal with Samsung Foundry, a move that could shift part of its MTIA roadmap away from Taiwan Semiconductor NYSE:TSM.Sedaily reported that Meta is in talks with Samsung Electronics (SSNLF) to design and produce next-generation…

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