🔥 반도체/AI 인프라 핫 테마 분석

[NVDA] From hyperscalers to chipmakers: The AI profit rotation accelerates

[TSM] TSMC is accelerating Arizona factory buildout to capitalize on AI 'megatrend,' CFO says

Speaking in an exclusive interview with CNBC, TSMC's Wendell Huang said the fresh investment comes on the back of robust customer demand.

[TSM] DA Davidson raises Taiwan Semi stock price target to $500 on earnings

[TSM] Nasdaq 100 futures fall nearly 1% as TSMC’s spending plans offset stellar results

[TSM] UnitedHealth rallies premarket while chip stocks retreat; TSMC earnings lift A

[TSM] TSMC posts record quarter — but expectations are now ‘exceptionally high,’ says fund manager

TSMC’s stock declined in New York as investors likely sold the good news to lock in profit.

[TSM] Taiwan Semi raises growth outlook again amid 'AI megatrend' as Q2 blows past estimates