{"ticker": {"uuid": "797d9235-5f77-40c0-a869-b4ee11d3cd50", "symbol": "TSMC34", "name": "Taiwan Semiconductor Manufacturing Company Limited", "exchange": "SAO", "country": "BR", "sector": "Technology", "industry": "Semiconductors"}, "articles": [{"title": "TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest dedicated contract chipmaker, is making another big manufacturing bet this time with Sony (NYSE:SONY). The two companies formed a $4.69 billion image-sensor venture as TSMC's U.S.-traded shares climbed approximately 2.2% Wednesday morning. According to Reuters' reporting on the companies' announcement, Sony will put in 465 billion, or roughly $2.92 billion, while TSMC will invest 282 billion. The new company, Advanced Vision Semiconductor Manufacturing, is targeting volume production in", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:25:57+00:00", "published_display": "12 Aug 2026 17:25", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059547, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 88.6, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Japan", "M A", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "summary": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:38:46+00:00", "published_display": "12 Aug 2026 13:38", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.03552, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 62.1, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Demand", "Earnings", "Price Target", "Price Target", "Semiconductors", "Supply Chain"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029. The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also ai", "url": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:37:00+00:00", "published_display": "12 Aug 2026 13:37", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.058617, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 87.3, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Joint Venture", "Semiconductors", "Shareholder", "Split"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the outlook for suppliers involved in Microsoft's custom silicon program. Analyst Matt Bryson noted that Microsoft's hardware efforts may be reaching a stage where its chip designs could begin gaining more traction after several development cycles. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:20:55+00:00", "published_display": "11 Aug 2026 19:20", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Negative financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.100501, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 80.9, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Chips", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:14:33+00:00", "published_display": "11 Aug 2026 19:14", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.152525, "evidence_share": 6.0, "evidence_share_display": "6", "freshness_pct": 74.3, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Export Controls", "Semiconductors", "Share Price", "Shareholder", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Marvell Could Be Next Winner in Microsoft AI Bet", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is whether Microsoft can finally turn its years-long custom-chip effort into large-scale production, potentially creating a sizable new revenue stream for its semiconductor partners while reducing some dependence on Nvidia (NASDAQ:NVDA) hardware. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:40:05+00:00", "published_display": "11 Aug 2026 17:40", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Negative financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.080034, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 73.6, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Custom Silicon", "Hardware", "Production", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that CPUs could become TSMC's next serious growth machine. GPUs have dominated the AI spending boom. But agentic AI needs more than accelerators. It needs CPUs working beside them, and that could put TSMC in position to collect another big check from the same AI buildout. Warning! GuruFocus ha", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:49:20+00:00", "published_display": "11 Aug 2026 15:49", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Negative financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.051293, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 59.0, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Price Target", "Price Target", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC's July Revenues Soar: How Should You Play the Stock Now?", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing 37% compared with the same period in 2025. As the world's largest semiconductor foundry, TSMC manufactures computer chips for major technology players, including Apple, NVIDIA and Broadcom, based on their proprietary designs. The July results extend the company's strong second-quarter performa", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:10:00+00:00", "published_display": "11 Aug 2026 13:10", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 75, "tone_signals": ["Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.141633, "evidence_share": 5.5, "evidence_share_display": "5.5", "freshness_pct": 71.7, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Per Share", "Fourth Quarter", "Price Target", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony and TSMC Finalize a $4.7 Billion Chip Venture", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will contribute around $2.92 billion in cash and assets, including its new chip facility in Kumamoto. TSMC - Approximately $1.77 billion. The project, dubbed Advanced Vision Semiconductor Manufacturing, is slated to go into volume production in 2029.Sony will be responsible for the sensor development, product planning a", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:56:05+00:00", "published_display": "11 Aug 2026 12:56", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.067648, "evidence_share": 2.6, "evidence_share_display": "2.6", "freshness_pct": 78.8, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors", "Technology"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Intel's Stock Sale Just Grew to $20 Billion", "summary": "This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up from the $15 billion deal disclosed a day earlier.The corporation is selling more than 210 million shares and anticipates net proceeds of almost $19.7 billion. The underwriters also have the right to buy additional 31.6 million shares, which might lead to even further dilution.Timing is interest", "url": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:52:42+00:00", "published_display": "11 Aug 2026 12:52", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 36, "tone_signals": ["Dilution risk"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.103348, "evidence_share": 4.0, "evidence_share_display": "4", "freshness_pct": 78.8, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Equity Offering", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 88, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.08491, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 41.2, "age_days": 2.6, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.186373, "evidence_share": 7.3, "evidence_share_display": "7.3", "freshness_pct": 65.4, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Stock Rises 1.7% as AI Demand Signal Strengthens", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:03:47+00:00", "published_display": "10 Aug 2026 20:03", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.17044, "evidence_share": 6.7, "evidence_share_display": "6.7", "freshness_pct": 65.0, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Net Income", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft Rethinks Its Nvidia Reliance", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:52:18+00:00", "published_display": "10 Aug 2026 18:52", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 37, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.027942, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 33.5, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors", "summary": "On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands while both companies already show momentum in their core businesses.Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors The venture will be owned about 60% by Sony and 40% by TSMC, with commercial production targeted to start as early as 2029 at a site in Japan's Kumamoto prefecture. The compan", "url": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:56:32+00:00", "published_display": "10 Aug 2026 17:56", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.047924, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 64.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Image Sensors", "Joint Venture", "Net Income"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC Stock Holds Flat Despite 44.7% July Sales Surge", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion in just one month. Yet TSMC's U.S.-listed shares barely moved Monday morning. That disconnect says plenty: AI demand remains red hot, but investors have already set an exceptionally high bar for the company delivering the chips behind the boom. Warning! Guru", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:59:10+00:00", "published_display": "10 Aug 2026 15:59", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 72, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.135884, "evidence_share": 5.3, "evidence_share_display": "5.3", "freshness_pct": 63.5, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Revenue Growth", "Revenue Growth", "Semiconductors", "Valuation"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft's Nvidia Alternative Is Getting Much Bigger", "summary": "This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Microsoft has been developing its own AI silicon for years, but scaling those chips has been the harder part. That may now be changing. The company is reportedly discussing manufacturing capacity with TSMC for more than 300,0", "url": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:34:13+00:00", "published_display": "10 Aug 2026 15:34", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "negative", "sentiment_pct": 37, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026642, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 31.9, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony and TSMC Plan a $6.3 Billion Chip Bet", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said Sony will own around 60% of the joint venture while TSMC will own 40%. Commercial output could begin in 2029 in Kumamoto, where TSMC is expanding its manufacturing footprint.The cooperation brings together two obvious assets. Sony is No. 1 in image sensors, while TSMC is the world's la", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:14:51+00:00", "published_display": "10 Aug 2026 15:14", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.015415, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 31.8, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft plans Maia 300 chip reveal in September - Information", "summary": "Investing.com -- Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, citing two people with direct knowledge of the plans. MSFT shares were indicated up approximately 0.7% in premarket trading ahead of Monday's open. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens o", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:04:32+00:00", "published_display": "10 Aug 2026 14:04", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.046865, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 62.8, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?", "summary": "Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading", "url": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:00:36+00:00", "published_display": "10 Aug 2026 14:00", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.024755, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 31.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft Plans Production Boost for AI Chips, Report Says", "summary": "(Bloomberg) -- Microsoft Corp. is planning to \"significantly\" increase production of its next-generation AI chips, the Information reported. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Churn as Oil Advance Boosts Treasury Yields: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Behind Bessent Moves, Wall Street Sees a Bond-Market Angst The company has been in discussions with supplier Taiwan Semiconductor Manufacturing Co. to secure manufacturing ", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:55:51+00:00", "published_display": "10 Aug 2026 13:55", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.048148, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 71.7, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Chips", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "What TSMC\u2019s Surging Sales Growth Means for Apple and Nvidia Stocks", "summary": "Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading", "url": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:49:00+00:00", "published_display": "10 Aug 2026 13:49", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.168472, "evidence_share": 6.6, "evidence_share_display": "6.6", "freshness_pct": 62.7, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.184508, "evidence_share": 7.2, "evidence_share_display": "7.2", "freshness_pct": 62.6, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal", "summary": "This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, according to a Monday report. Sony and TSMC are expected to establish a joint venture in Kumamoto, with Sony holding about 60% and TSMC the remaining 40%. The facility could begin commercial output as early as 2029 and would focus on next-generation sensors, according to the report. Warning! GuruFocus has detec", "url": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:19:16+00:00", "published_display": "10 Aug 2026 12:19", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.056721, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 71.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a 37% increase from the same period last year. Warning! GuruFocus has detected 6 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. The results come after TSMC delivered record second-quarter profit and margins, although management indicated profitability could mo", "url": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:18:36+00:00", "published_display": "10 Aug 2026 12:18", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.052652, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 62.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Earnings", "Revenue Growth", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositio", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:10:27+00:00", "published_display": "10 Aug 2026 12:10", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 61, "tone_signals": ["Positive financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.121679, "evidence_share": 4.8, "evidence_share_display": "4.8", "freshness_pct": 71.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Semiconductors", "Share Price"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Taiwan Semiconductor\u2019s Blockbuster Run Rolls On: July Revenue Surges 45%", "summary": "Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in the same month last year. July Revenue Rises From June Revenue increased 5.6% from 442.68 billion New Taiwan dollars in June, according to the company's monthly revenue report. The results showed continued momentum through the first seven months of the year. Revenue from January through ", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:43:04+00:00", "published_display": "10 Aug 2026 09:43", "source_kind": "aggregator", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.197202, "evidence_share": 7.7, "evidence_share_display": "7.7", "freshness_pct": 61.2, "age_days": 3.5, "influence_label": "Medium", "duplicate_count": 1, "topics": ["Earnings", "ETF", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Why is Taiwan Semiconductor Manufacturing stock gaining today?", "summary": "", "url": "https://news.google.com/rss/articles/CBMiwAFBVV95cUxNZUtfUUN6M2pQVE4yUGRxSEJDUVpBQThvVlpaZ2lCVVNaeXlCNVZTaVlZQWU1VUVFNTVleVhYbUpsU0VaOThPMWZCRXpFR1ZkY001MlBVOTJ3X0NKYmpwY2ZteFVodWlyRWtWZmtKMTBzUXNFeDlPRTFPaDlaYUpIa2tNakRYd2Vqa21BM29PRktFeTFSd2NXdU5ma3lEWE5KZldySlM0RlFfbk55bUZ0emxjVVZ6UTN1ZFJtbkRjYlc?oc=5", "source_link": "https://news.google.com/rss/articles/CBMiwAFBVV95cUxNZUtfUUN6M2pQVE4yUGRxSEJDUVpBQThvVlpaZ2lCVVNaeXlCNVZTaVlZQWU1VUVFNTVleVhYbUpsU0VaOThPMWZCRXpFR1ZkY001MlBVOTJ3X0NKYmpwY2ZteFVodWlyRWtWZmtKMTBzUXNFeDlPRTFPaDlaYUpIa2tNakRYd2Vqa21BM29PRktFeTFSd2NXdU5ma3lEWE5KZldySlM0RlFfbk55bUZ0emxjVVZ6UTN1ZFJtbkRjYlc?oc=5", "source_link_is_lookup": false, "source_name": "Investing.com", "published_at": "2026-08-10T05:04:22+00:00", "published_display": "10 Aug 2026 05:04", "source_kind": "publisher", "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023395, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 27.4, "age_days": 3.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says", "summary": "TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around \u200c1 trillion yen ($6.32 billion) to jointly \u200cmake next-generation microchips used in image sensors, the Nikkei \u200bbusiness daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early \u200cas 2029 in \u2060southern Japan's Kumamoto prefecture, the paper said. The two tech giants said \u2060in May they planned to form a joint venture in Japan to develop and \u200bmanufacture next-generation \u200bimage sensors, combining \u200bSony's sensor design expertise \u200cwith TSMC's manufacturing and proce", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T03:15:06+00:00", "published_display": "10 Aug 2026 03:15", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.012964, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 26.7, "age_days": 3.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Jim Cramer Called Linde plc (NASDAQ:LIN)\u2019s Share Price Movement \u201cStupid\u201d", "summary": "Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst estimates of $4.48. Additionally, the firm also hiked its full-year guidance to $17.70 to $17.90 per share from the earlier $17.60 to $17.90 \u2060per \u200bshare. Yet, as the shares tumbled, in a tweet, Cramer called the move unwise and mentioned a contract from Taiwan's ", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-called-linde-plc-183106534.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-called-linde-plc-183106534.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-07T18:31:06+00:00", "published_display": "07 Aug 2026 18:31", "source_kind": "aggregator", "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Beat expectations"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.069571, "evidence_share": 2.7, "evidence_share_display": "2.7", "freshness_pct": 42.5, "age_days": 6.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Growth", "Earnings Per Share", "Growth Rate", "Guidance", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}], "by_tier": {"direct": [{"title": "TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest dedicated contract chipmaker, is making another big manufacturing bet this time with Sony (NYSE:SONY). The two companies formed a $4.69 billion image-sensor venture as TSMC's U.S.-traded shares climbed approximately 2.2% Wednesday morning. According to Reuters' reporting on the companies' announcement, Sony will put in 465 billion, or roughly $2.92 billion, while TSMC will invest 282 billion. The new company, Advanced Vision Semiconductor Manufacturing, is targeting volume production in", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-2-2-172557376.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:25:57+00:00", "published_display": "12 Aug 2026 17:25", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7b6422025130bd8d068e9607adbc549b8c35968fc879ee5cd84d5869d0eb4343", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.059547, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 88.6, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Japan", "M A", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "summary": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:38:46+00:00", "published_display": "12 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "dca6f9fa40cccc5d46d132f7fe9ed1ab7c5f809bfe195a1f8a62885734a8d28f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.03552, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 62.1, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Demand", "Earnings", "Price Target", "Price Target", "Semiconductors", "Supply Chain"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with volume production set to start in 2029. The latest move follows the non-binding memorandum of understanding (MOU) the companies signed in May to pursue a strategic partnership for next-generation image sensor development and manufacturing. The collaboration also ai", "url": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sony-establish-jv-japan-133700498.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:37:00+00:00", "published_display": "12 Aug 2026 13:37", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9f29323002ea73428ec151a29a68c1eeb7f34f716de2149df746af9e31f62abd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.058617, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 87.3, "age_days": 1.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Acquisition", "AI", "Joint Venture", "Semiconductors", "Shareholder", "Split"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the outlook for suppliers involved in Microsoft's custom silicon program. Analyst Matt Bryson noted that Microsoft's hardware efforts may be reaching a stage where its chip designs could begin gaining more traction after several development cycles. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-ai-chip-could-big-192055770.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:20:55+00:00", "published_display": "11 Aug 2026 19:20", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "20152db6c86e65db843115633f864956f270e5f97451ccdbd6d32740977c9fd5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 43, "tone_signals": ["Negative financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.100501, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 80.9, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Chips", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Holding (ENXTAM:ASML) Gains On TSMC Demand Signal, Is The Stock Now Too Expensive?", "summary": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC's strong revenue update. The year-to-date share pri", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-enxtam-asml-gains-191433381.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T19:14:33+00:00", "published_display": "11 Aug 2026 19:14", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e34f4ae3cb0facce7858083e48b1573e475e55e1372ef5390f90110fdc3c64ab", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.621, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 76, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.152525, "evidence_share": 6.0, "evidence_share_display": "6", "freshness_pct": 74.3, "age_days": 2.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Export Controls", "Semiconductors", "Share Price", "Shareholder", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Marvell Could Be Next Winner in Microsoft AI Bet", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is whether Microsoft can finally turn its years-long custom-chip effort into large-scale production, potentially creating a sizable new revenue stream for its semiconductor partners while reducing some dependence on Nvidia (NASDAQ:NVDA) hardware. Warning! GuruFocus has detecte", "url": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/marvell-could-next-winner-microsoft-174005451.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T17:40:05+00:00", "published_display": "11 Aug 2026 17:40", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "54078f85ddb0bd628c307bb90c7087e9e037f45c88dfa81a8bf523df2804312f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.465, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Negative financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.080034, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 73.6, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Custom Silicon", "Hardware", "Production", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's leading contract chipmaker, rose roughly 1.3% Tuesday as Wall Street found another leg for the AI story. Bernstein lifted its Taiwan-listed price target to NT$3,300, with the Wall Street Journal reporting that CPUs could become TSMC's next serious growth machine. GPUs have dominated the AI spending boom. But agentic AI needs more than accelerators. It needs CPUs working beside them, and that could put TSMC in position to collect another big check from the same AI buildout. Warning! GuruFocus ha", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-rises-bernstein-spots-154920503.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:49:20+00:00", "published_display": "11 Aug 2026 15:49", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0628a58f1573dc796ca6502707df2450463ee20f74aea6f9737858f206b1c886", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.465, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Negative financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.051293, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 59.0, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Price Target", "Price Target", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC's July Revenues Soar: How Should You Play the Stock Now?", "summary": "Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing 37% compared with the same period in 2025. As the world's largest semiconductor foundry, TSMC manufactures computer chips for major technology players, including Apple, NVIDIA and Broadcom, based on their proprietary designs. The July results extend the company's strong second-quarter performa", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmcs-july-revenues-soar-play-131000173.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:10:00+00:00", "published_display": "11 Aug 2026 13:10", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "66041f6fb88eecc198ca88d68a442581d4a55b01c4e2f3591b33c4352de12a00", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.604, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 75, "tone_signals": ["Improving financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.141633, "evidence_share": 5.5, "evidence_share_display": "5.5", "freshness_pct": 71.7, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Per Share", "Fourth Quarter", "Price Target", "Revenue Growth"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony and TSMC Finalize a $4.7 Billion Chip Venture", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and TSMC have agreed to a $4.69 billion joint venture to research and produce next-generation image sensors in Japan.Sony will have a majority interest and will contribute around $2.92 billion in cash and assets, including its new chip facility in Kumamoto. TSMC - Approximately $1.77 billion. The project, dubbed Advanced Vision Semiconductor Manufacturing, is slated to go into volume production in 2029.Sony will be responsible for the sensor development, product planning a", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-finalize-4-7-125605388.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:56:05+00:00", "published_display": "11 Aug 2026 12:56", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a15b6074fbc39b0e501b7ab52ab845b81a17090bf12c7cea857f7b5b3a499717", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.067648, "evidence_share": 2.6, "evidence_share_display": "2.6", "freshness_pct": 78.8, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors", "Technology"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Intel's Stock Sale Just Grew to $20 Billion", "summary": "This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor manufacturer that's striving to reestablish its position in advanced manufacturing and AI, has made its already-massive stock sale even bigger.Intel priced a $20 billion public equity offering at $95 a share, up from the $15 billion deal disclosed a day earlier.The corporation is selling more than 210 million shares and anticipates net proceeds of almost $19.7 billion. The underwriters also have the right to buy additional 31.6 million shares, which might lead to even further dilution.Timing is interest", "url": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/intels-stock-sale-just-grew-125242939.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:52:42+00:00", "published_display": "11 Aug 2026 12:52", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3d0fc7d42da1e25e92d0b8b5cae7263226c053846fc72a25d9f4c713717b0e8a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.554, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 36, "tone_signals": ["Dilution risk"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.103348, "evidence_share": 4.0, "evidence_share_display": "4", "freshness_pct": 78.8, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Equity Offering", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "10ad67b429e1069f4f3cff8d8a7a4211a3634df5fca9acb1b56831cb9f96fb76", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.795, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 88, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.08491, "evidence_share": 3.3, "evidence_share_display": "3.3", "freshness_pct": 41.2, "age_days": 2.6, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "16df0370caffe2d9b59209f7a4452c2fa7656836b145e98d3eebcc0987301b7f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.754, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Strong Demand", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.186373, "evidence_share": 7.3, "evidence_share_display": "7.3", "freshness_pct": 65.4, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"], "evidence_basis": "archived_article", "score_included": true}, {"title": "ASML Stock Rises 1.7% as AI Demand Signal Strengthens", "summary": "This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares gained roughly 1.7% Monday morning. Then came another bullish signal from one of its biggest customers. TSMC's (NYSE:TSM) July revenue exploded 44.7% year over year to NT$467.58 billion. AI chips cannot keep scaling without more leading-edge manufacturing capacity, and those fabs cannot easily scale without ASML's machines", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-stock-rises-1-7-200347865.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:03:47+00:00", "published_display": "10 Aug 2026 20:03", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a031370bd484c5b1f4c0ca42071bd94f5a7fe5798bd22967da899537d75503bd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.685, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.17044, "evidence_share": 6.7, "evidence_share_display": "6.7", "freshness_pct": 65.0, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Net Income", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft Rethinks Its Nvidia Reliance", "summary": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-rethinks-nvidia-reliance-185218565.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:52:18+00:00", "published_display": "10 Aug 2026 18:52", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9f25f61aad78205714c41278861b918a0d1410907f179559fb0b73ac1d0cc60d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.493, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 37, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.027942, "evidence_share": 1.1, "evidence_share_display": "1.1", "freshness_pct": 33.5, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors", "summary": "On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony's sensor design expertise with TSMC's manufacturing scale, and it lands while both companies already show momentum in their core businesses.Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors The venture will be owned about 60% by Sony and 40% by TSMC, with commercial production targeted to start as early as 2029 at a site in Japan's Kumamoto prefecture. The compan", "url": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-sony-tsmc-tsm-bet-175632973.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:56:32+00:00", "published_display": "10 Aug 2026 17:56", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "631b247184d9f3ab1fecd8aa68e1710a16a710fce311885eaf4ba9d21752abd7", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.047924, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 64.2, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Image Sensors", "Joint Venture", "Net Income"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC Stock Holds Flat Despite 44.7% July Sales Surge", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract-chip manufacturer, reported another monster month in July, with revenue surging 44.7% year over year to approximately NT$467.58 billion. Sales also climbed 5.6% from June's NT$442.68 billion, adding roughly NT$24.90 billion in just one month. Yet TSMC's U.S.-listed shares barely moved Monday morning. That disconnect says plenty: AI demand remains red hot, but investors have already set an exceptionally high bar for the company delivering the chips behind the boom. Warning! Guru", "url": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/tsmc-stock-holds-flat-despite-155910769.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:59:10+00:00", "published_display": "10 Aug 2026 15:59", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "30263f21c8cb91ce418f270f657a3463981c53f0115ed3f147057ba4cd837f2e", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.692, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.223, "sentiment": "positive", "sentiment_pct": 72, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.135884, "evidence_share": 5.3, "evidence_share_display": "5.3", "freshness_pct": 63.5, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Revenue Growth", "Revenue Growth", "Semiconductors", "Valuation"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft's Nvidia Alternative Is Getting Much Bigger", "summary": "This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Microsoft has been developing its own AI silicon for years, but scaling those chips has been the harder part. That may now be changing. The company is reportedly discussing manufacturing capacity with TSMC for more than 300,0", "url": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsofts-nvidia-alternative-getting-much-153413889.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:34:13+00:00", "published_display": "10 Aug 2026 15:34", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "751d0f2e1247fe29b7bbca9eab92cca569978700587b1ae3e3d60d5f81930d51", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.493, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "negative", "sentiment_pct": 37, "tone_signals": ["Negative financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026642, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 31.9, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony and TSMC Plan a $6.3 Billion Chip Bet", "summary": "This article first appeared on GuruFocus. Sony Group Corp. (SONY, Financials), the world's largest maker of image sensors, and Taiwan Semiconductor Manufacturing are reportedly gearing up an investment of around $6.3 billion to jointly produce next-generation chips in Japan.A Nikkei article, citing Reuters, said Sony will own around 60% of the joint venture while TSMC will own 40%. Commercial output could begin in 2029 in Kumamoto, where TSMC is expanding its manufacturing footprint.The cooperation brings together two obvious assets. Sony is No. 1 in image sensors, while TSMC is the world's la", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-plan-6-3-151451344.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:14:51+00:00", "published_display": "10 Aug 2026 15:14", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9ecac3ab571816d79fcddbe77f4fd9821ac7cc459a030b1c02e77fe66b241025", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.015415, "evidence_share": 0.6, "evidence_share_display": "0.6", "freshness_pct": 31.8, "age_days": 3.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft plans Maia 300 chip reveal in September - Information", "summary": "Investing.com -- Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, citing two people with direct knowledge of the plans. MSFT shares were indicated up approximately 0.7% in premarket trading ahead of Monday's open. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens o", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:04:32+00:00", "published_display": "10 Aug 2026 14:04", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "36e79f8d9f9de84600dc325307787e98114d464f0eeece2275fda9a8caf79770", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.046865, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 62.8, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?", "summary": "Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading", "url": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link": "https://finance.yahoo.com/m/07231a19-d990-3bdf-97ac-46be445719e1/nvidia-scores-12%25-weekly-gain.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:00:36+00:00", "published_display": "10 Aug 2026 14:00", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6c2247e0f1c8bbd006467da41edb54d75694ba2c99fec30267398c5115ef07c5", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.461, "provider_directional_mass": null, "relevance_score": null, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.024755, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 31.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Microsoft Plans Production Boost for AI Chips, Report Says", "summary": "(Bloomberg) -- Microsoft Corp. is planning to \"significantly\" increase production of its next-generation AI chips, the Information reported. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Stocks Churn as Oil Advance Boosts Treasury Yields: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Behind Bessent Moves, Wall Street Sees a Bond-Market Angst The company has been in discussions with supplier Taiwan Semiconductor Manufacturing Co. to secure manufacturing ", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-production-boost-ai-135551218.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:55:51+00:00", "published_display": "10 Aug 2026 13:55", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "8ef4c7003ddcadaff49c173aae7c45210800a2afa46562b7528d3351a24b3e94", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.048148, "evidence_share": 1.9, "evidence_share_display": "1.9", "freshness_pct": 71.7, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Chips", "Cloud Computing", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "What TSMC\u2019s Surging Sales Growth Means for Apple and Nvidia Stocks", "summary": "Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading", "url": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link": "https://finance.yahoo.com/m/bbe53889-3110-3753-ae7e-629c42e0337d/what-tsmc%E2%80%99s-surging-sales.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:49:00+00:00", "published_display": "10 Aug 2026 13:49", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "63e0f9fd3d3d574f21e49730fcd22c1f63d94e9298e945346dc7eb1bd90fd239", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.719, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.168472, "evidence_share": 6.6, "evidence_share_display": "6.6", "freshness_pct": 62.7, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "edfb52a87b6689a42b2e5312821effbd3e3954b8c1c95718f94e8ae19fbd7c69", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.701, "provider_directional_mass": null, "relevance_score": null, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.184508, "evidence_share": 7.2, "evidence_share_display": "7.2", "freshness_pct": 62.6, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Sony Stock Jumps on Potential $6.3B TSMC Image Sensor Deal", "summary": "This article first appeared on GuruFocus. Sony (SONY) shares rose as much as 3% in early Monday trade after reports that the company and Taiwan Semiconductor Manufacturing (NYSE:TSM) are considering a combined 1 trillion ($6.3 billion) investment in a new image-sensor facility in Japan, according to a Monday report. Sony and TSMC are expected to establish a joint venture in Kumamoto, with Sony holding about 60% and TSMC the remaining 40%. The facility could begin commercial output as early as 2029 and would focus on next-generation sensors, according to the report. Warning! GuruFocus has detec", "url": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/sony-stock-jumps-potential-6-121916892.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:19:16+00:00", "published_display": "10 Aug 2026 12:19", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "89f376a1ab7ba4181f49bb2247629039204cdbff6fb88172b0a0217428cea98b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.446, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.65, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Positive market reaction"], "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.056721, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 71.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors"], "evidence_basis": "archived_article", "score_included": true}, {"title": "TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand", "summary": "This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a 37% increase from the same period last year. Warning! GuruFocus has detected 6 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. The results come after TSMC delivered record second-quarter profit and margins, although management indicated profitability could mo", "url": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link": "https://finance.yahoo.com/technology/articles/tsmc-sales-jumps-45-nvidia-121836175.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:18:36+00:00", "published_display": "10 Aug 2026 12:18", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a4dcee39f1c1f6163344abc106542a7cd7638a273388806ecfc50dd3c65752cf", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.454, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.839, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.052652, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 62.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Earnings", "Revenue Growth", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositio", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-tsm-shares-121027691.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:10:27+00:00", "published_display": "10 Aug 2026 12:10", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0c5ca661fddbf8db80ecb48de6bb060e53f000e90fcb6c3361e2b56dee84586b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.487, "provider_directional_mass": null, "relevance_score": null, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 61, "tone_signals": ["Positive financial language"], "event_type": "guidance", "event_label": "Guidance", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.121679, "evidence_share": 4.8, "evidence_share_display": "4.8", "freshness_pct": 71.2, "age_days": 3.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI Infrastructure", "Semiconductors", "Share Price"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Taiwan Semiconductor\u2019s Blockbuster Run Rolls On: July Revenue Surges 45%", "summary": "Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in the same month last year. July Revenue Rises From June Revenue increased 5.6% from 442.68 billion New Taiwan dollars in June, according to the company's monthly revenue report. The results showed continued momentum through the first seven months of the year. Revenue from January through ", "url": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-blockbuster-run-rolls-094304031.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T09:43:04+00:00", "published_display": "10 Aug 2026 09:43", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "264e97dc96ee563092dbf6b27bd87ab330630b8302e58a75342d9da19b00c9da", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.733, "provider_directional_mass": null, "relevance_score": null, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.197202, "evidence_share": 7.7, "evidence_share_display": "7.7", "freshness_pct": 61.2, "age_days": 3.5, "influence_label": "Medium", "duplicate_count": 1, "topics": ["Earnings", "ETF", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Why is Taiwan Semiconductor Manufacturing stock gaining today?", "summary": "", "url": "https://news.google.com/rss/articles/CBMiwAFBVV95cUxNZUtfUUN6M2pQVE4yUGRxSEJDUVpBQThvVlpaZ2lCVVNaeXlCNVZTaVlZQWU1VUVFNTVleVhYbUpsU0VaOThPMWZCRXpFR1ZkY001MlBVOTJ3X0NKYmpwY2ZteFVodWlyRWtWZmtKMTBzUXNFeDlPRTFPaDlaYUpIa2tNakRYd2Vqa21BM29PRktFeTFSd2NXdU5ma3lEWE5KZldySlM0RlFfbk55bUZ0emxjVVZ6UTN1ZFJtbkRjYlc?oc=5", "source_link": "https://news.google.com/rss/articles/CBMiwAFBVV95cUxNZUtfUUN6M2pQVE4yUGRxSEJDUVpBQThvVlpaZ2lCVVNaeXlCNVZTaVlZQWU1VUVFNTVleVhYbUpsU0VaOThPMWZCRXpFR1ZkY001MlBVOTJ3X0NKYmpwY2ZteFVodWlyRWtWZmtKMTBzUXNFeDlPRTFPaDlaYUpIa2tNakRYd2Vqa21BM29PRktFeTFSd2NXdU5ma3lEWE5KZldySlM0RlFfbk55bUZ0emxjVVZ6UTN1ZFJtbkRjYlc?oc=5", "source_link_is_lookup": false, "source_name": "Investing.com", "published_at": "2026-08-10T05:04:22+00:00", "published_display": "10 Aug 2026 05:04", "provider": "google_news", "providers": ["google_news"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["Investing.com"], "source_kind": "publisher", "story_key": "82694aa693738f38aef872069a294eb5576b291c8f0cac39b37f07173e78b421", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 1.0, "company_focus_pct": 100, "company_focus_label": "Main company", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023395, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 27.4, "age_days": 3.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says", "summary": "TOKYO, Aug 10 (Reuters) - Sony Group and Taiwan's TSMC plan to spend around \u200c1 trillion yen ($6.32 billion) to jointly \u200cmake next-generation microchips used in image sensors, the Nikkei \u200bbusiness daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early \u200cas 2029 in \u2060southern Japan's Kumamoto prefecture, the paper said. The two tech giants said \u2060in May they planned to form a joint venture in Japan to develop and \u200bmanufacture next-generation \u200bimage sensors, combining \u200bSony's sensor design expertise \u200cwith TSMC's manufacturing and proce", "url": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link": "https://finance.yahoo.com/technology/articles/sony-tsmc-spend-6-3-031506727.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T03:15:06+00:00", "published_display": "10 Aug 2026 03:15", "provider": "eodhd", "providers": ["eodhd"], "provider_symbol": "", "provider_symbols": [], "target_provider_symbol": "", "cross_listing": false, "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "40bbf8cfacb2e54a592007b4abfddd571b3feddb284226dcdb2657322c29e7c4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": null, "company_focus": 0.86, "company_focus_pct": 86, "company_focus_label": "Company discussed", "entity_mapped": false, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.012964, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 26.7, "age_days": 3.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["Joint Venture", "Semiconductors", "Tech"], "evidence_basis": "archived_article", "score_included": true}, {"title": "Jim Cramer Called Linde plc (NASDAQ:LIN)\u2019s Share Price Movement \u201cStupid\u201d", "summary": "Industrial giant Linde plc (NASDAQ:LIN)'s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst estimates of $4.48. Additionally, the firm also hiked its full-year guidance to $17.70 to $17.90 per share from the earlier $17.60 to $17.90 \u2060per \u200bshare. 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Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest dedicated contract chipmaker, is making another big manufacturing bet this time with Sony (NYSE:SONY). The two companies formed a $4.69 billion image-sensor venture as TSMC's U.S.-traded shares climbed approximately 2.2% Wednesday morning. According to Reuters' reporting on the companies' announcement, Sony will put in 465 billion, or roughly $2.92 billion, while TSMC will invest 282 billion. 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