🔥 반도체/AI 인프라 핫 테마 분석

[TSM] TSMC Q2 profit soars to record high on AI demand, raised guidance; shares dip

[TSM] TSMC to invest additional $100 billion in Arizona after second-quarter profit soars 77%

TSMC announced a second-quarter profit, following its June revenue figures released earlier this week.

[TSM] TSMC Q2 2026 slides: AI demand drives record margins, HPC surges 20%

[TSM] Earnings call transcript: TSMC lifts 2026 outlook as AI demand stays hot in Q2 2026

[ASML] ASML raises 2026 forecast, expands capacity on AI chip demand

[ASML] ASML raises FY26 outlook again, plans capacity boost driven by AI demand

[ASML] European stocks tread water as ASML’s AI triumph battled by IBM shockwaves