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Companies in the semiconductor supply chain, including TSMC, UMC and MediaTek, have raised guidance, increased capital expenditure or expressed improving visibility into 2027 AI demand. \"Despite recent market turbulence, companies reaffirmed that AI investment cycle is broadening across the entire hardware ecosystem,\" they say. The AI beneficiaries will increasingly extend beyond computing to networking and power, they add. AI data center products will be supported by strong demand for high-efficiency power supplies, power distribution, liquid cooling and higher rack power density, they add, making Delta Electronics one of the key beneficiaries.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["IE00BYQQ9H92.USD","CHPX","PSR","UMMA","LU2491049909.HKD","LU1037948541.HKD","LU2663582299.SGD","LU0965509101.SGD","LU2054465674.USD","CRED","IE00BQXX3C00.GBP","BK4141","LU0359201612.USD","LU0572940350.SGD","LU1868837722.USD","SPTE","IE0004086264.USD","LU0488056044.USD","LU2491050154.USD","LU2089283258.USD","LU1282649810.SGD","LU0353189763.USD","LU0823421333.USD","LU2041044095.USD","SG9999004220.SGD","AIQ","STSM","BK4548","CGIC","IE00B5TLWC47.USD","LU1037948897.HKD","LU2237443978.SGD","BK4550","VNQ","LU0965508806.USD","BK4219","LU0082616367.USD","LU0384037296.USD","LU0541502299.USD","ADVE","SGXZ51526630.SGD","LU2360106780.USD","LU2360108059.USD","LU2471134879.HKD","LU2237443549.SGD","LU0345770308.USD","LU2125154935.USD","LU1934455277.USD","BAI","LU0345770993.USD","LU2125154778.USD","TSMY","LU0158827781.USD","LU1316542783.SGD","TSM","BK4588","LU1934455863.HKD","LU2298321311.HKD","LU2543165471.USD","SPWO","BK4532","LU0158827948.USD","XLRE","BK4527","BK4543","FREL","LU0889566641.SGD","LU2028103732.USD","LU2111349929.HKD","LU2750360997.AUD","LU2237443382.USD","LU2063271972.USD","SMH","LU0348723411.USD","IE00BD6J9T35.USD","LU0094547139.USD","03145","DFGR","LU0143863784.USD","LU1267930813.SGD","SG9999000418.SGD","CGGO","LU1989772840.SGD","LU1623119135.USD","REAI","LU0359202008.SGD","SGXZ81514606.USD","BK4581","BK4554","LU0359201885.HKD","BYRE","DTCR","TTEQ","LU0878005551.USD","LU1023057109.AUD","LU1267930490.SGD","LU2271345857.HKD","ICF","LU0323591593.USD","BK4084","BK4605","LU2211814178.USD","BK4503","LU0211328371.USD","LU2106854487.HKD","WUGI","TSMZ","LU2458330169.SGD","LU2506951792.HKD","IE00BHPRN162.USD","LU0889565833.HKD","IE00BQXX3F31.USD","LU0965509010.AUD","LU0238689110.USD","LU1989764664.SGD","BK4512","LU1989764748.USD","IE00BKPKM429.USD","CNEQ","LU2860962120.EUR","BK4505","LU0143863198.USD","LU2491050071.SGD","BK4526","LU0823414478.USD","LU2471134796.USD","LU0689626769.HKD","AMT","LU0316494557.USD","LU2360032135.SGD","LU0861579265.USD","LU1868838027.USD","TSMX","LU0109392836.USD","AVSE","AVEM","BK4602","LU1803068979.SGD","SRVR","IE00B3M56506.USD","LU0792757196.USD","LU2458330243.SGD","ASIA","LU0353189680.USD","LU0642271901.SGD","CWI","LU0310799852.SGD","LU0878004406.USD","LU1989772923.USD","LU2471134952.CNY","BK4533","LU1282649067.USD","LU2250418816.HKD","AIPO","LU2087625088.SGD","LU0572939691.SGD","LU2023250504.SGD","LU2089284900.SGD","LU1852331112.SGD","LU2211815571.USD","LU0823421416.USD","BK4612","DTRE","LU0124676726.USD","LU1917777945.USD","LU1934455194.USD","BK4591","LU2092937221.SGD","BK4585","LU0719512351.SGD","LU0289960550.SGD","LU1974910355.USD","LU2294711713.HKD","LU0211327993.USD","LU0823414551.USD","LU0198837287.USD","IE0004445239.USD","LU0175139822.USD","LU1323610961.USD","MEMX","EMC","CORO","IE00BQXX3D17.EUR","LU1712237335.SGD","AVRE","IE00BZ199S13.USD","CGDG","LU2750360641.GBP","LU2247934214.USD","TSMG","LU2471134523.USD","URE","UMC","WTRE","IE00BFXG0V08.USD","EMM","LU1211504680.USD","LU1868837565.USD","LU2133065610.SGD","IE0004091025.USD","LU0056508442.USD","BLOX","LU0965509283.SGD","BK4534","TSMU","LU2237443622.USD","AVXC","LU0882747503.HKD","LU2249611893.SGD","IDGT","LU0541501648.USD","ESIM","SGXZ99366536.SGD","TINS","TRUR","LU2357125470.USD","LU1508157978.USD","LU0264606111.USD","FDTX","CGNG","LU2023251221.USD","KNOW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126058776","title":"Option Focus | Taiwan Semiconductor’s $2 Million ITM Call Buy on the 400 Strike Signals High-Conviction Bullish Conviction Through 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=1126058776","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126058776?lang=en_us&edition=fundamental","pubTime":"2026-08-03 13:50","pubTimestamp":1785736239,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing Company ended the latest session at $404.25 per share, reflecting a 0.23% increase. The options market flashed a powerful bullish signal with a dominant $2.03...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSMX","TSM","TSMU","STSM","TSMY","TSMZ","TSMG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173016035","title":"Big Tech Earnings Are Sending Valuations in Opposite Directions","url":"https://stock-news.laohu8.com/highlight/detail?id=1173016035","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173016035?lang=en_us&edition=fundamental","pubTime":"2026-08-03 11:51","pubTimestamp":1785729093,"startTime":"0","endTime":"0","summary":"Financial markets faced a series of crucial tests last week. 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The stock was driven by a combination of positive catalysts...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["TSM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1128047645","title":"Movement Alert｜Taiwan Semiconductor Manufacturing Rises 3.43% in Pre-Market Trading, Sony Partnership Progress and EMIB-Like Packaging Technology Boost Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1128047645","media":"Market Focus","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128047645?lang=en_us&edition=fundamental","pubTime":"2026-07-31 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Advanced Semiconductor Manufacturing plant in Kumamoto.\nThe restart follows an evacuation of the facility after a recent earthquake in the region.\nThe company is bringing equipment and production back online in stages following safety checks.\n\n\nTaiwan Semiconductor Manufacturing is a key contract chip producer for a wide range of electronics, from consumer devices to industrial equipment. The Kumamoto plant is part of 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International Raises Hua Hong Grace Target to HKD 210, Maintains Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1130746014","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130746014?lang=en_us&edition=fundamental","pubTime":"2026-07-31 14:12","pubTimestamp":1785478340,"startTime":"0","endTime":"0","summary":"BOC International has released a research report stating that Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is maintaining its mature node capacity, primarily driven by sustained 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