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SK Hynix fell 20% post-IPO amid AI sector selloff despite record Q2 earnings and $38B fab investment. Analysts see 81-162% upside, citing strong HBM supply position for NVIDIA's AI chips, with fundam…
TSMC's July revenue surged 44.7% YoY, confirming robust AI chip demand despite a 6-week semiconductor selloff. Nvidia and Google, TSMC's key clients, benefit from strong high-performance computing sa…
Corning beat Q2 expectations but shares plunged due to weak Q3 revenue guidance. Despite short-term disappointment, the company secured major AI infrastructure deals with Amazon and NVIDIA, reinforci…
Giverny Capital highlights TSMC's near-100% gain since last summer, driven by 68% YoY revenue growth. As the leading chipmaker for Nvidia, Apple, and Broadcom, TSMC's strength signals robust AI-drive…
TSMC posted record Q2 profit (+77%) and raised 2025-2026 capex guidance sharply, citing surging AI chip demand. It pledged an additional $100B U.S. investment in Arizona, reinforcing bullish AI megat…