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10.03.26 - 08:06
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TSMC Feb. Revenue Up 22.2% YoY (AFX)
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BRUSSELS/FRANKFURT/PARIS (dpa-AFX) - TSMC (TSM) reported February net revenue, on a consolidated basis, of approximately NT$317.66 billion, a decrease of 20.8 percent from January 2026 and an incr......
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25.02.26 - 10:06
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TSMC′s record profits signal AI boom far from over (Digitimes)
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Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is now turning to Nvidia, whose latest quarterly results are widely expected to surpass already lofty forecasts....
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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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11.02.26 - 09:06
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TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom (Digitimes)
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Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory scrutiny. In January 2026, the company's revenue reached NT$304 million (US$9.65 million), up 50.44% month-on-month and 142% year-over-year, marking its highest single-month revenue ever....
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10.02.26 - 14:51
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Futures Drop As Traders Brace For Flood Of Data And Earnings (ZeroHedge)
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Futures Drop As Traders Brace For Flood Of Data And Earnings
US equity futures are lower, reversing earlier gains and trading near session lows in a narrow, jitter overnight session as traders prepare for a heavy slate of earnings and readings of consumer sales and small-business due later. As of 8:15am ET, stock futures were muted, down 0.1% after earlier rising 0.2% and approaching last month's record levels after an artificial-intelligence-driven selloff and subsequent rebound over the past week. Nasdaq futures drop -0.2% with small caps outperforming as bond yields drops by 1-3bps and the USD is flat. The downbeat mood doesn't match the bullish tone in Asia, where stocks hit fresh records while European bourses are green across the board. Pre-market, Mag 7 are mixed, Semis are bid with SMH leading IGV as TSMC sees revenue +37% YoY in Jan. Financials and Industrials are leading Cyclical outperformance with healthcare the best performing sector within Defensives. Commodities are weaker b...
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