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27.06.26 - 15:24
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Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers (24/7 Wall St.)
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If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers...
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27.06.26 - 10:42
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ShunSin sees CPO potential, adds TSMC veterans as independents (Digitimes)
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ShunSin, a Foxconn-affiliated packaging and testing company, held its 2026 annual general meeting, with chairman Shang-Yi Chiang presiding. Chiang said ShunSin will leverage its packaging, testing, and optoelectronic integration capabilities under Foxconn's "3+3+3" strategy to seize advanced packaging opportunities in AI optical communications....
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26.06.26 - 16:12
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Big Tech′s Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel′s Turnaround (24/7 Wall St.)
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Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) both posted Q1 2026 results that frame the same question from opposite sides: who builds the world's most advanced chips, and where. TSMC remains the engine of AI silicon. Intel is the Western alternative hyperscalers are quietly funding. Geography matters more than the numbers. Foundry Bets Lift Intel. ... Big Tech's Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel's Turnaround...
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26.06.26 - 08:06
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Taiwan to draft new drone budget after defense bill cuts (Digitimes)
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Taiwan's Executive Yuan has decided to draft a separate special bill to support drone development and procurement after the Legislative Yuan cut relevant items from the NT$1.25 trillion (approx. US$39 billion) special budget for national defense, with the Executive Yuan citing national security concerns and the need to build an autonomous industrial supply chain. The move comes as a delegation of lawmakers, led by Speaker Daniel K.Y. Han, returns from a visit to TSMC's Arizona plant and meetings with US lawmakers, yet it remains unclear whether that trip will help win opposition support for the drone bill....
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25.06.26 - 18:30
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Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street (24/7 Wall St.)
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Intel (NASDAQ:INTC) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA's $5.0 billion equity stake, SoftBank's $2.0 billion investment, and $8.9 billion in total U.S. Government support. But here's what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM). The Intel Rally Has Outrun the Business Intel shares ... Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street...
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25.06.26 - 18:24
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Intel vs TSM: Which Chip Giant is the Better Investment? (24/7 Wall St.)
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Intel (NASDAQ:INTC) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories. Intel posted a 2,183.46% non-GAAP EPS beat under CEO Lip-Bu Tan while absorbing a $4.07 billion restructuring charge. TSMC kept compounding, with Q1 revenue rising 21.4% YoY and net income jumping 43.8%. Both sit at the heart of the AI hardware buildout, ... Intel vs TSM: Which Chip Giant is the Better Investment?...
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25.06.26 - 06:06
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TSMC-Amkor alliance jolts packaging map as ASE races to expand (Digitimes)
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The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to diversify supply-chain risk make deeper global investment inevitable....
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25.06.26 - 06:06
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Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave (Digitimes)
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Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the global AI race is rapidly expanding beyond GPU compute, with optical interconnects, silicon photonics, and CPO emerging as the next major battleground....
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