🔥 반도체/AI 인프라 핫 테마 분석

S-Class [TSEM] Tower Semiconductor plans $3B Japan chip expansion, raises 2028 targets

S-Class [AMD] AMD likely to 'beat and raise' as BofA sees 'exceptional' demand for server chips

[TSM] TSMC just reported a record month for revenue ahead of critical earnings report on Thursday

Taiwan Semiconductor Manufacturing Corp. said net revenue increased by 67% in June to $13.2 billion

[TSM] TSMC posts record revenue in second quarter on AI demand

[TSM] TSMC Q2 revenue rises 36% Y/Y, beats estimates on AI demand

[TSM] TSMC, the world's largest contract chipmaker, reports 68% surge in June revenue

Ahead of its second-quarter earnings, TSMC reported its June and first-half revenue for 2026.

[TSM] TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations