Prediction: TSMC Stock Will Soar After Aug. 26 Thanks to Nvidia’s Historic Quarter
Motley Fool·- Taiwan Semiconductor Manufacturing is positioned for a potential stock price surge following Nvidia's upcoming quarterly report on Aug. 26. - Nvidia accounts for over 20% of TSMC's revenue and is projected to achieve a record fiscal Q2 revenue of $91 billion, alongside strong order books for Blackwell and Vera Rubin chips. - These factors, combined with potential 10% price hikes by TSMC in 2027, are expected to accelerate TSMC's revenue and support a long-term earnings growth rate of 35% over the next five years.Xiaomi unveils Xring O3 as it expands in-house chip push
TechNode·- Xiaomi unveiled its second in-house smartphone processor, the Xring O3, to reduce reliance on external suppliers. - TSMC is expected to manufacture the chip using a 3-nanometer process. - Xiaomi also reported that devices powered by its first Xring O1 processor exceeded 1 million cumulative shipments, while contracting TSMC for additional AI and autonomous-driving chips.Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Down 2.1% - Time to Sell?
Market Beat·- Taiwan Semiconductor Manufacturing Company experienced a 2.1% share price drop amid a sector-wide de-risking move across chip stocks. - The company reported strong financial performance with $39.89 billion in quarterly revenue and robust demand driven by artificial intelligence and advanced manufacturing contracts like Xiaomi's 3-nanometer process. - Major institutional investors and corporate insiders adjusted their holdings while Wall Street analysts maintain a consensus "Buy" rating with an average target price of $524.25.Xiaomi Takes Another Page From Apple
GuruFocus·- Xiaomi is accelerating its vertical integration by partnering with Taiwan Semiconductor Manufacturing to produce its new Xring O3 smartphone processor on an advanced 3-nanometer process. - The company has invested over RMB 20 billion, or roughly $3 billion, in chip development and plans to deploy the 6nm Xring O100 and 3nm D100 processors for AI and autonomous driving next year. - This partnership reinforces demand for TSMC's advanced nodes while presenting Xiaomi with the challenge of leveraging proprietary silicon to improve margins and product differentiation amidst rising component costs.Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Moved Down by 3.11% on Aug 24: Facts Behind the Movement
TradingKey·- Taiwan Semiconductor Manufacturing Co Ltd stock declined by 3.11% on Aug 24 amid profit-taking, valuation adjustments, and broader macroeconomic headwinds across the technology sector. - The pullback was driven by institutional investors rebalancing portfolios, concerns over surging capital expenditures scaling up to $60 billion to $64 billion for advanced nodes, and lingering geopolitical risks. - Technical indicators showed a MACD value of -0.892, an RSI of 43.978, and a Williams %R of 99.304, while the company reported an annual revenue of $122.22B and a net profit of $55.12B.8 Billionaire Money Managers Dumped Micron in the Second Quarter, With Several Favoring This Foundational AI Stock Instead
Motley Fool·- During the second quarter of 2026, 8 billionaire money managers reduced their holdings in Micron Technology following the stock's significant gains and historical trends in the memory sector. - Meanwhile, several prominent billionaire investors favored Taiwan Semiconductor Manufacturing, increasing their stakes or making it a top holding. - This shift was driven by TSMC's foundational role in AI data center chip manufacturing, exceptional pricing power, and strong projected earnings growth through 2027.DBS, IBF sign first MOU on AI skills for finance sector
Singapore Business Review·DBS sees millennial wealth clients triple in H1 2026
Singapore Business Review·