{"ticker": {"uuid": "ca13c6f1-d57d-4c6f-9e3d-5c3f95970172", "symbol": "SMIC03", "name": "Semiconductor Manufacturing International Corporation", "exchange": "SET", "country": "TH", "sector": "Technology", "industry": "Semiconductors"}, "articles": [{"title": "SMIC profit more than triples on AI-driven chip demand", "summary": "By Che Pan and Eduardo Baptista BEIJING, Aug 13 (Reuters) - China's largest \u200ccontract chipmaker, Semiconductor Manufacturing \u200cInternational Corp , reported on Thursday second-quarter profit \u200bmore than tripled from a year earlier, beating analyst estimates, as demand for AI-related chips \u200cremained robust. Profit \u2060attributable to shareholders came in at $479.2 million, nearly double \u2060the average analyst estimate of $253.4 million compiled by LSEG. Revenue \u200brose 36% \u200bto more \u200bthan $3 billion, topping \u200cthe $2.8 billion analysts had forecast, LSEG data showed. SMIC said in a stock exchange filing t", "url": "https://finance.yahoo.com/technology/ai/articles/smic-profit-more-triples-ai-093758638.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/smic-profit-more-triples-ai-093758638.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T09:37:58+00:00", "published_display": "13 Aug 2026 09:37", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 81, "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": 0.223562, "evidence_share": 48.1, "evidence_share_display": "48.1", "freshness_pct": 96.5, "age_days": 0.3, "influence_label": "High", "duplicate_count": 1, "topics": ["AI", "Chip Demand", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics", "summary": "CAMARILLO, Calif., August 13, 2026--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things (\"IoT\") and cellular connectivity and intelligent connected devices worldwide, today announced that it has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. (TWSE: 2324) for $62 million in cash, subject to customary adjustments. The transaction has been approved by both Semtech's and Compal's Board of Directors. Under the terms of the agreement, Com", "url": "https://finance.yahoo.com/technology/articles/semtech-corporation-announces-definitive-agreement-093500846.html", "source_link": "https://finance.yahoo.com/technology/articles/semtech-corporation-announces-definitive-agreement-093500846.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T09:35:00+00:00", "published_display": "13 Aug 2026 09:35", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.069854, "evidence_share": 15.0, "evidence_share_display": "15", "freshness_pct": 96.4, "age_days": 0.3, "influence_label": "Medium", "duplicate_count": 1, "topics": ["Data Centers", "Fourth Quarter", "Iot", "M A", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Daily Brief TMT/Internet: Tes Co Ltd, Oracle Corp, Knowledge Atlas Technology, TSMC (Taiwan Semiconductor Manufacturing) - ADR, Nexchip Semiconductor , Nasdaq-100 Stock Index, Array Digital Infrastructure, Vintcom Technology, Rubrik , Shanghai Seer", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Daily+Brief+TMT%2FInternet%3A+Tes+Co+Ltd%2C+Oracle+Corp%2C+Knowledge+Atlas+Technology%2C+TSMC+%28Taiwan+Semiconductor+Manufacturing%29+-+ADR%2C+Nexchip+Semiconductor+%2C+Nasdaq-100+Stock+Index%2C+Array+Digital+Infrastructure%2C+Vintcom+Technology%2C+Rubrik+%2C+Shang%22+%22Smartkarma%22", "source_link_is_lookup": true, "source_name": "Smartkarma", "published_at": "2026-08-12T08:59:13.383554+00:00", "published_display": "12 Aug 2026 08:59", "source_kind": "publisher", "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": 0.029956, "evidence_share": 6.4, "evidence_share_display": "6.4", "freshness_pct": 64.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "China Earnings to Test Rotation From AI to Internet Stocks", "summary": "(Bloomberg) -- A rotation into China's biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Results from Tencent Holdings Ltd. and JD.com Inc., due Wednesday and Thursday respectively, will offer an early look at w", "url": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T23:30:00+00:00", "published_display": "11 Aug 2026 23:30", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Loss narrowed", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.08967, "evidence_share": 19.3, "evidence_share_display": "19.3", "freshness_pct": 79.2, "age_days": 1.7, "influence_label": "Medium", "duplicate_count": 1, "topics": ["AI", "Earnings", "Internet", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Compal Opens Daxi AI Server Manufacturing Center, Strengthening Its Global AI Manufacturing Footprint", "summary": "TAOYUAN, Aug. 11, 2026 /PRNewswire/ -- Compal Electronics (Compal; TWSE: 2324) today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal's global AI manufacturing strategy and reinforces its commitment to strengthening its role in the global AI supply chain. The ceremony was hosted by Compal Chairman Ray Chen and attended by distinguished guests including Taoyuan City Mayor Simon Chang, Taoyuan City Council Speaker Chiu Yi-Sheng, Legislator Chiu Jo-Hua,", "url": "https://finance.yahoo.com/technology/ai/articles/compal-opens-daxi-ai-server-160000073.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/compal-opens-daxi-ai-server-160000073.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:00:00+00:00", "published_display": "11 Aug 2026 16:00", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 69, "tone_signals": ["Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.043691, "evidence_share": 9.4, "evidence_share_display": "9.4", "freshness_pct": 50.1, "age_days": 2.0, "influence_label": "Medium", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Infrastructure", "Manufacturing", "Technology"], "evidence_basis": "", "score_included": true}, {"title": "7 Best-Performing Semiconductor Stocks for August 2026", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%227+Best-Performing+Semiconductor+Stocks+for+August+2026%22+%22NerdWallet%22", "source_link_is_lookup": true, "source_name": "NerdWallet", "published_at": "2026-08-07T22:41:07.430840+00:00", "published_display": "07 Aug 2026 22:41", "source_kind": "publisher", "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": 0.006454, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 13.8, "age_days": 5.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "7 Best-Performing Semiconductor Stocks for July 2026", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%227+Best-Performing+Semiconductor+Stocks+for+July+2026%22+%22NerdWallet%22", "source_link_is_lookup": true, "source_name": "NerdWallet", "published_at": "2026-08-03T06:47:17.041872+00:00", "published_display": "03 Aug 2026 06:47", "source_kind": "publisher", "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": 0.001283, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 2.7, "age_days": 10.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "5 Semiconductor Stocks To Buy And 1 To Ignore", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%225+Semiconductor+Stocks+To+Buy+And+1+To+Ignore%22+%22Forbes%22", "source_link_is_lookup": true, "source_name": "Forbes", "published_at": "2026-07-31T13:38:51.547305+00:00", "published_display": "31 Jul 2026 13:38", "source_kind": "publisher", "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": 0.000501, "evidence_share": 0.1, "evidence_share_display": "0.1", "freshness_pct": 1.1, "age_days": 13.1, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}], "by_tier": {"direct": [{"title": "SMIC profit more than triples on AI-driven chip demand", "summary": "By Che Pan and Eduardo Baptista BEIJING, Aug 13 (Reuters) - China's largest \u200ccontract chipmaker, Semiconductor Manufacturing \u200cInternational Corp , reported on Thursday second-quarter profit \u200bmore than tripled from a year earlier, beating analyst estimates, as demand for AI-related chips \u200cremained robust. Profit \u2060attributable to shareholders came in at $479.2 million, nearly double \u2060the average analyst estimate of $253.4 million compiled by LSEG. Revenue \u200brose 36% \u200bto more \u200bthan $3 billion, topping \u200cthe $2.8 billion analysts had forecast, LSEG data showed. SMIC said in a stock exchange filing t", "url": "https://finance.yahoo.com/technology/ai/articles/smic-profit-more-triples-ai-093758638.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/smic-profit-more-triples-ai-093758638.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T09:37:58+00:00", "published_display": "13 Aug 2026 09:37", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0a01b86e8d642c8600770f601cd79981559aea92c08acfef7686184c03d63559", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.713, "provider_directional_mass": 0.149, "relevance_score": 0.636399, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 81, "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": 0.223562, "evidence_share": 48.1, "evidence_share_display": "48.1", "freshness_pct": 96.5, "age_days": 0.3, "influence_label": "High", "duplicate_count": 1, "topics": ["AI", "Chip Demand", "Earnings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics", "summary": "CAMARILLO, Calif., August 13, 2026--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things (\"IoT\") and cellular connectivity and intelligent connected devices worldwide, today announced that it has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. (TWSE: 2324) for $62 million in cash, subject to customary adjustments. The transaction has been approved by both Semtech's and Compal's Board of Directors. Under the terms of the agreement, Com", "url": "https://finance.yahoo.com/technology/articles/semtech-corporation-announces-definitive-agreement-093500846.html", "source_link": "https://finance.yahoo.com/technology/articles/semtech-corporation-announces-definitive-agreement-093500846.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T09:35:00+00:00", "published_display": "13 Aug 2026 09:35", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "7ef28b4c4177a88b3450573abe3979796d0c077db13e45e2b66fae68c7fbcc35", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.45, "provider_directional_mass": 0.139, "relevance_score": 0.519615, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.069854, "evidence_share": 15.0, "evidence_share_display": "15", "freshness_pct": 96.4, "age_days": 0.3, "influence_label": "Medium", "duplicate_count": 1, "topics": ["Data Centers", "Fourth Quarter", "Iot", "M A", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Daily Brief TMT/Internet: Tes Co Ltd, Oracle Corp, Knowledge Atlas Technology, TSMC (Taiwan Semiconductor Manufacturing) - ADR, Nexchip Semiconductor , Nasdaq-100 Stock Index, Array Digital Infrastructure, Vintcom Technology, Rubrik , Shanghai Seer", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Daily+Brief+TMT%2FInternet%3A+Tes+Co+Ltd%2C+Oracle+Corp%2C+Knowledge+Atlas+Technology%2C+TSMC+%28Taiwan+Semiconductor+Manufacturing%29+-+ADR%2C+Nexchip+Semiconductor+%2C+Nasdaq-100+Stock+Index%2C+Array+Digital+Infrastructure%2C+Vintcom+Technology%2C+Rubrik+%2C+Shang%22+%22Smartkarma%22", "source_link_is_lookup": true, "source_name": "Smartkarma", "published_at": "2026-08-12T08:59:13.383554+00:00", "published_display": "12 Aug 2026 08:59", "provider": "archive", "providers": ["archive"], "source_names": ["Smartkarma"], "source_kind": "publisher", "story_key": "59ea4f3a607bdcfb70137973e4d276af7a1882cd3e8d42159d00d1b736c978d1", "target_scope": "", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "archive_headline", "model_confidence": 0.288, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "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": 0.029956, "evidence_share": 6.4, "evidence_share_display": "6.4", "freshness_pct": 64.0, "age_days": 1.3, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "China Earnings to Test Rotation From AI to Internet Stocks", "summary": "(Bloomberg) -- A rotation into China's biggest tech firms from AI infrastructure stocks will be tested this week as earnings are due. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Pakistan Says Deal Is Close Even as Iran, US Harden Stances China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Results from Tencent Holdings Ltd. and JD.com Inc., due Wednesday and Thursday respectively, will offer an early look at w", "url": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/china-earnings-test-rotation-ai-233000064.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T23:30:00+00:00", "published_display": "11 Aug 2026 23:30", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "843d25762cc4bc467d51a6f9f87751f0f388378d045c7a46a6e826c986c914fd", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.688, "provider_directional_mass": 0.125, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.202, "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Loss narrowed", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.08967, "evidence_share": 19.3, "evidence_share_display": "19.3", "freshness_pct": 79.2, "age_days": 1.7, "influence_label": "Medium", "duplicate_count": 1, "topics": ["AI", "Earnings", "Internet", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Compal Opens Daxi AI Server Manufacturing Center, Strengthening Its Global AI Manufacturing Footprint", "summary": "TAOYUAN, Aug. 11, 2026 /PRNewswire/ -- Compal Electronics (Compal; TWSE: 2324) today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal's global AI manufacturing strategy and reinforces its commitment to strengthening its role in the global AI supply chain. The ceremony was hosted by Compal Chairman Ray Chen and attended by distinguished guests including Taoyuan City Mayor Simon Chang, Taoyuan City Council Speaker Chiu Yi-Sheng, Legislator Chiu Jo-Hua,", "url": "https://finance.yahoo.com/technology/ai/articles/compal-opens-daxi-ai-server-160000073.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/compal-opens-daxi-ai-server-160000073.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T16:00:00+00:00", "published_display": "11 Aug 2026 16:00", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "bc2ba69141e3b57be6f781b991780d346d43033b0e00c81936b0d24d1876afb4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.569, "provider_directional_mass": 0.135, "relevance_score": 0.519615, "entity_mapped": true, 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["archive"], "source_names": ["NerdWallet"], "source_kind": "publisher", "story_key": "36558daae4c47d27af96e1d8ad79d3b569ba3af48e8fbf718d93ebc0eacb07c3", "target_scope": "", "durable_archive": true, "archive_provider": "snapshot", "sentiment_origin": "archive_headline", "model_confidence": 0.288, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "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": 0.006454, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 13.8, "age_days": 5.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "7 Best-Performing Semiconductor Stocks for July 2026", "summary": "", "url": "", "source_link": 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Not financial, investment, trading, tax, or legal advice."}