Taiwan Semiconductor
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financeEighty Percent of Fund Managers Call Semiconductor Trade Overcrowded
Bank of America's June survey reveals near-unanimous institutional fear of heights as the Philadelphia Semiconductor Index hits all-time highs.
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financeGoldman Sachs Lifts TSMC Target 35% on Unstoppable AI Demand
Goldman Sachs issues a conviction buy on TSMC, raising its price target sharply as AI-driven demand for advanced 3nm and 5nm chips tightens capacity through 2027.
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techTaiwan Tech Giants Raise Record $14.5B in Debt to Fuel AI Expansion
Taiwanese tech firms secured $14.5 billion in debt deals, the largest-ever haul, to fund artificial intelligence capacity expansion.
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techApplied Materials Lifts Outlook on Soaring AI Chip Demand
Applied Materials raises guidance amid AI chip boom, beating earnings estimates and forecasting strong sales growth.
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techArm Shares Slide 5% on Smartphone Weakness and AI Chip Supply Hurdles
Arm's stock fell sharply after warning of smartphone market softness and challenges securing AI chip supply.
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techTSMC Reports Record Profits Driven by Robust AI Chip Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) announces a 58% surge in first-quarter profits, fueled by unprecedented demand for AI chips. Company raises annual guidance.