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Unsung Kings of AI: Why NVIDIA Can’t Build GPUs Without TSMC and SK Hynix","url":"https://stock-news.laohu8.com/highlight/detail?id=2659785130","media":"The Smart Investor","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659785130?lang=en_us&edition=fundamental","pubTime":"2026-08-13 17:30","pubTimestamp":1786613400,"startTime":"0","endTime":"0","summary":"NVIDIA may dominate AI headlines, but its GPUs wouldn’t exist without two critical partners. 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Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659830321","media":"Simply Wall St.","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659830321?lang=en_us&edition=fundamental","pubTime":"2026-08-13 04:27","pubTimestamp":1786566432,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing (NYSE:TSM) 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 Chart\nTaiwan...","market":"sg","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":["LU2750360997.AUD","LU2111349929.HKD","LU2860962120.EUR","IE00B5TLWC47.USD","LU0965509101.SGD","BK4548","LU2211814178.USD","LU0823421333.USD","TSMZ","LU2054465674.USD","LU2471134952.CNY","LU2041044095.USD","LU2237443978.SGD","CNEQ","SGXZ81514606.USD","LU1934455194.USD","LU0353189680.USD","LU0082616367.USD","LU0345770993.USD","LU2271345857.HKD","BK4612","TEK","LU1037948541.HKD","LU0572939691.SGD","LU0143863198.USD","CGIC","BK4605","LU0792757196.USD","LU0823414551.USD","BK4527","BK4550","LU2663582299.SGD","LU0642271901.SGD","LU0965508806.USD","SG9999000418.SGD","IE0004445239.USD","EMM","BAI","LU0348723411.USD","LU2237443622.USD","LU0353189763.USD","LU2491049909.HKD","LU1267930813.SGD","CGGO","BK4533","LU0689626769.HKD","LU0889565833.HKD","LU0878004406.USD","SGXZ51526630.SGD","BK4554","LU2028103732.USD","LU0359201612.USD","LU0878005551.USD","LU2237443382.USD","LU2294711713.HKD","LU2458330243.SGD","LU1868838027.USD","LU0124676726.USD","IE00BZ199S13.USD","LU0323591593.USD","IE00BYQQ9H92.USD","SPWO","LU0316494557.USD","ASIA","AVEM","BK4543","LU1974910355.USD","LU1934455863.HKD","LU2023251221.USD","LU1989772840.SGD","LU2089284900.SGD","LU0488056044.USD","BK4581","FDTX","LU0264606111.USD","LU0289960550.SGD","LU0109392836.USD","LU1712237335.SGD","LU0965509283.SGD","LU2471134523.USD","BK4534","BK4602","LU1323610961.USD","IE00BQXX3F31.USD","LU0541502299.USD","LU0158827781.USD","LU0211327993.USD","LU1989764748.USD","LU1852331112.SGD","TTEQ","BK4588","CHPX","LU0345770308.USD","LU2360032135.SGD","LU0198837287.USD","LU1917777945.USD","LU0965509010.AUD","IE00BKPKM429.USD","LU1211504680.USD","LU1989772923.USD","TSMY","LU1803068979.SGD","BLOX","LU0359202008.SGD","LU0889566641.SGD","LU2506951792.HKD","AVSE","LU2211815571.USD","IE00B3M56506.USD","LU2125154935.USD","TSMU","EMC","LU0094547139.USD","LU2087625088.SGD","MEMX","LU2360108059.USD","IE00BFXG0V08.USD","BK4505","LU1037948897.HKD","LU2250418816.HKD","LU0310799852.SGD","AIQ","IE00BHPRN162.USD","LU0541501648.USD","UMMA","LU2023250504.SGD","STSM","IE00BQXX3C00.GBP","LU0823421416.USD","LU0158827948.USD","TSMX","BK4512","LU0572940350.SGD","SGXZ99366536.SGD","LU2125154778.USD","LU0175139822.USD","BK4585","LU1868837722.USD","LU0861579265.USD","LU0143863784.USD","KNOW","LU2357125470.USD","LU2249611893.SGD","LU1023057109.AUD","LU1989764664.SGD","LU2247934214.USD","BK4141","LU2063271972.USD","LU2106854487.HKD","CGNG","LU2458330169.SGD","LU1282649810.SGD","LU2133065610.SGD","LU0384037296.USD","LU0882747503.HKD","LU2237443549.SGD","LU2471134879.HKD","LU1282649067.USD","IE00BQXX3D17.EUR","IE00BD6J9T35.USD","TINS","LU0359201885.HKD","LU1868837565.USD","LU2298321311.HKD","SPTE","LU2471134796.USD","SG9999004220.SGD","AVXC","LU0211328371.USD","LU0823414478.USD","LU0238689110.USD","ESIM","BK4532","BK4526","LU0056508442.USD","BK4591","LU1934455277.USD","ADVE","LU0719512351.SGD","CWI","IE0004091025.USD","LU2360106780.USD","BK4503","LU2089283258.USD","03145","LU1316542783.SGD","LU1623119135.USD","CORO","WUGI","LU2750360641.GBP","CGDG","TSM","LU1267930490.SGD","LU2491050071.SGD","LU1508157978.USD","LU2543165471.USD","IE0004086264.USD","LU2491050154.USD","LU2092937221.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":3,"totalSize":181,"code":"91000000","status":"200"}]}}