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boom.","market":"sg","thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2026/08/Nvidia-TSMC-Sk-Hynix-300x200.png","type":0,"news_type":0,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2026/08/Nvidia-TSMC-Sk-Hynix-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/the-unsung-kings-of-ai-why-nvidia-cant-build-gpus-without-tsmc-and-sk-hynix/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://thesmartinvestor.com.sg/the-unsung-kings-of-ai-why-nvidia-cant-build-gpus-without-tsmc-and-sk-hynix/","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":"thesmartinvestor_highlight","symbols":["LU0323239441.USD","SGXZ99366536.SGD","LU0082616367.USD","LU0079474960.USD","LU2471134879.HKD","LU0476273544.USD","LU2403377893.USD","LU1282649067.USD","LU2433249047.HKD","IE0001KFT4U8.USD","SG9999002224.SGD","LU1127390331.HKD","LU1814569148.SGD","LU1868838027.USD","LU0080751232.USD","LU0359201885.HKD","LU1508157978.USD","WISE","USXF","LU1989772923.USD","LU2237957811.SGD","LU0683600562.USD","STSM","LU2999663052.SGD","LU0310799852.SGD","LU0096362180.USD","LU2065171402.SGD","LU0348723411.USD","LU2552382132.HKD","LU1852331112.SGD","LU2125909247.SGD","LU0724617625.USD","LU1261432733.SGD","LU2063271972.USD","LU2506951792.HKD","TRFK","IE00BDRTCR15.USD","AVSE","LU0106261372.USD","LU2361044865.SGD","LU1496350171.SGD","LU0965508806.USD","LU0719512351.SGD","LU1923623000.USD","IE00BKPKM429.USD","IE00B19Z8W00.USD","LU2089284900.SGD","LU2028103732.USD","BK4512","SG9999014880.SGD","LU1202635105.USD","LU2750360641.GBP","LU2264538146.SGD","LU2471134523.USD","LU2552382058.USD","LU0786609619.USD","LU0985320562.USD","LU1989772840.SGD","BK4567","LU1035775433.USD","LU0266013472.USD","LU2462157665.USD","IE0003U64NQ7.SGD","LU0345769128.USD","IE0034235303.USD","SG9999014542.SGD","SG9999000418.SGD","UMMA","LU2242649171.HKD","LU0210536198.USD","TSMY","CGGO","LU0672654240.SGD","LU2286300806.USD","LU2430703178.SGD","LU1914381329.SGD","IE00BFSS8Q28.SGD","TSM","LU2458330243.SGD","LU2272731600.USD","LU0957808578.USD","BK4579","LU2505996509.AUD","ADVE","THMR","LU2237443382.USD","LU1880398471.USD","LU2092937221.SGD","LU2750360997.AUD","LU0203202063.USD","LU2077746001.SGD","LU1992135399.USD","LU0345769631.USD","LU0048584097.USD","LU1868837722.USD","IE00BYQQ9H92.USD","LU2237438978.USD","NVDU","LU0143863784.USD","SG9999014559.SGD","TSMG","LU1989764748.USD","LU1861220033.SGD","LU1935042488.USD","KNOW","LU2430703095.HKD","IE0005OL40V9.USD","LU2236285917.USD","LU1935042215.USD","LU2543165471.USD","IE000W1ABFV2.USD","SG9999014914.USD","LU0320765059.SGD","AIPI","IXN","CHPX","LU1153585028.USD","LU2458330169.SGD","CGDG","IE00BN29S564.USD","LU1400636574.HKD","SPWO","LU1400636491.USD","LU0109392836.USD","3NVD.UK","BK4602","LU0061475181.USD","LU1280957306.USD","SNVD.UK","HXSCL","LU1979441026.SGD","LU0345770308.USD","LU0143551892.USD","LU2191332357.HKD","LU1267930813.SGD","LU1244550221.USD","LU2471134796.USD","NVD3.UK","LU2279689827.SGD","IE000KEQY171.SGD","LU0174119429.USD","LU0823414551.USD","LU2237443465.HKD","LU0795875169.SGD","IE00B4YYXB79.USD","LU2089283258.USD","LU0965509283.SGD","LU1242518931.SGD","LU1674673691.USD","IE000ITXATA3.USD","LU1732800096.USD","LU2663582299.SGD","TYLG","LU0964807845.USD","LU2487616109.SGD","LU1992135472.HKD","BK4550","NVDB","LU2168564149.EUR","MEMX","LU0889565833.HKD","IETC","LU0868494708.USD","IE00BJLML261.HKD","LU0029864427.USD","LU1035773651.USD","LU2065169927.USD","LU0345768740.USD","BK4591","IE00B1XK9C88.USD","LU1839511570.USD","AVXC","LU1791710400.SGD","LU1145028129.USD","LU0070217475.USD","LU2360032135.SGD","LU2491049909.HKD","LU1861215975.USD","IE00BQXX3D17.EUR","LU2023250504.SGD","LU2108987350.USD","LU0642271901.SGD","LU0823434583.USD","BK4526","ASIA","ESUM","LU0738911758.USD","LU2237443549.SGD","LU2250418816.HKD","LU0127658192.USD","LU1267930573.SGD","LU1119994496.HKD","EMC","SG9999015358.SGD","BK4587","HK0000304805.HKD","BK4141","LU1815336760.USD","LU2756315664.SGD","CWI","LU0234570918.USD","TEK","LU1935042991.SGD","LU2023251221.USD","BK4532","LU1629891620.HKD","LU2896262040.SGD","LU0689472784.USD","IE00BWXC8680.SGD","LU0234572021.USD","LU2097344357.USD","LU1868836914.USD","LU0979878070.USD","LU1400636657.SGD","LU0308772762.SGD","CGNG","LU0795875086.SGD","NVIW.SI","LU0057025933.USD","EMM","LU2272731782.SGD","LU2322448791.USD","LU0211327993.USD","LU0444971666.USD","LU2357305700.SGD","LU1003077747.HKD","IE00B7KXQ091.USD","LU0541502299.USD","LU0289961442.SGD","LU0069063385.USD","LU1323610961.USD","LU2125154778.USD","LU2360107168.USD","SG9999018865.SGD","LU1571399168.USD","HK0000306701.USD","LU0359202008.SGD","LU2092627202.USD","NVD2.UK","IE000YTNTUN2.SGD","IE0004445015.USD","LU0472753341.HKD","LU1623119135.USD","LU16917996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Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?","url":"https://stock-news.laohu8.com/highlight/detail?id=2659830321","media":"Simply Wall St.","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659830321?lang=en_us&edition=fundamental","pubTime":"2026-08-13 04:27","pubTimestamp":1786566432,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing (NYSE:TSM) reports July revenue up 45% year on year, driven by strong AI chip demand.\nJuly revenue performance is above the upper end of TSMC's full year guidance range.\nThe company raises its capital expenditure outlook to support high performance computing and AI capacity.\n\nConsider broadening your watchlist by looking at other semiconductor and AI infrastructure stocks through 57 AI infrastructure stocks.\nNYSE:TSM 1-Year Stock Price 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Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust","url":"https://stock-news.laohu8.com/highlight/detail?id=2658973404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658973404?lang=en_us&edition=fundamental","pubTime":"2026-08-12 17:35","pubTimestamp":1786527300,"startTime":"0","endTime":"0","summary":"\"Rizzo expects what he calls an \"80:20 world\" wherein 80% of the AI tokens used by corporates are open weight or open source and 20% of them are frontier like Anthropic or OpenAI. The key aspect, however, is that \"the majority of the value will accrue to the 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