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Companies in the semiconductor supply chain, including TSMC, UMC and MediaTek, have raised guidance, increased capital expenditure or expressed improving visibility into 2027 AI demand. \"Despite recent market turbulence, companies reaffirmed that AI investment cycle is broadening across the entire hardware ecosystem,\" they say. The AI beneficiaries will increasingly extend beyond computing to networking and power, they add. AI data center products will be supported by strong demand for high-efficiency power supplies, power distribution, liquid cooling and higher rack power density, they add, making Delta Electronics one of the key beneficiaries.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1934455194.USD","TSMX","AMT","LU1037948541.HKD","TSMU","LU1508157978.USD","LU2471134523.USD","AVSE","BAI","IE00BHPRN162.USD","LU0889566641.SGD","LU1267930813.SGD","LU0965509101.SGD","LU1934455863.HKD","CGGO","CGIC","LU0823414478.USD","LU0861579265.USD","SGXZ99366536.SGD","LU2271345857.HKD","LU1989772923.USD","LU0889565833.HKD","LU2211815571.USD","BK4605","LU2298321311.HKD","LU2360106780.USD","LU1023057109.AUD","SPTE","IE0004091025.USD","LU1282649067.USD","URE","CGNG","LU2458330243.SGD","IE0004086264.USD","LU2023250504.SGD","LU2357125470.USD","LU0345770308.USD","LU2471134796.USD","BK4532","LU0353189763.USD","BK4550","LU2237443549.SGD","LU2237443978.SGD","IE00B5TLWC47.USD","LU0541502299.USD","SG9999000418.SGD","IE00BQXX3F31.USD","LU1868838027.USD","TSMZ","IE00BZ199S13.USD","LU0719512351.SGD","LU0384037296.USD","BK4526","LU1623119135.USD","LU1803068979.SGD","WTRE","LU2087625088.SGD","IE00B3M56506.USD","SGXZ51526630.SGD","TSMY","LU0359202008.SGD","LU1316542783.SGD","LU0175139822.USD","IE0004445239.USD","DFGR","CORO","LU2491050071.SGD","ESIM","LU0056508442.USD","LU2543165471.USD","TSM","FREL","UMC","LU0965509010.AUD","LU2860962120.EUR","BK4512","LU1852331112.SGD","LU0965509283.SGD","LU0158827948.USD","LU0198837287.USD","AVXC","LU1282649810.SGD","ASIA","BK4602","LU1974910355.USD","LU0082616367.USD","CWI","LU0345770993.USD","LU2237443382.USD","LU2111349929.HKD","LU2360032135.SGD","IE00BYQQ9H92.USD","LU0316494557.USD","IE00BQXX3D17.EUR","LU2125154778.USD","LU0965508806.USD","LU0310799852.SGD","LU2054465674.USD","BK4505","LU1917777945.USD","SMH","STSM","AVEM","TRUR","IE00BKPKM429.USD","BYRE","LU0823421333.USD","LU1712237335.SGD","IDGT","LU2041044095.USD","AVRE","LU2471134879.HKD","LU1323610961.USD","ICF","LU0823421416.USD","BK4543","BK4533","LU2360108059.USD","LU2491049909.HKD","REAI","SPWO","IE00BD6J9T35.USD","LU0359201612.USD","BK4084","LU2125154935.USD","SRVR","LU0353189680.USD","LU0264606111.USD","03145","SG9999004220.SGD","LU2028103732.USD","BK4585","LU2133065610.SGD","LU0541501648.USD","AIQ","BK4527","LU0143863784.USD","FDTX","LU1868837722.USD","LU0348723411.USD","BLOX","LU0158827781.USD","LU0572939691.SGD","LU0878004406.USD","LU2491050154.USD","BK4141","IE00BFXG0V08.USD","LU2092937221.SGD","BK4554","LU2750360997.AUD","TTEQ","DTRE","LU0323591593.USD","AIPO","LU1989764664.SGD","LU2089283258.USD","LU2211814178.USD","LU2506951792.HKD","LU0143863198.USD","BK4219","LU0689626769.HKD","PSR","LU2294711713.HKD","LU1211504680.USD","LU0124676726.USD","TSMG","LU0792757196.USD","DTCR","UMMA","BK4612","CNEQ","BK4534","IE00BQXX3C00.GBP","LU0359201885.HKD","LU0211328371.USD","LU2750360641.GBP","LU1989764748.USD","LU2471134952.CNY","TINS","MEMX","LU0094547139.USD","LU0289960550.SGD","SGXZ81514606.USD","LU0238689110.USD","LU2250418816.HKD","BK4588","CRED","LU0572940350.SGD","LU0642271901.SGD","LU2237443622.USD","WUGI","LU2063271972.USD","CGDG","LU0823414551.USD","BK4581","BK4503","LU0882747503.HKD","VNQ","EMM","LU1989772840.SGD","LU0878005551.USD","LU2247934214.USD","BK4591","LU2663582299.SGD","LU1037948897.HKD","LU1267930490.SGD","LU1934455277.USD","LU2089284900.SGD","EMC","ADVE","LU0488056044.USD","LU2249611893.SGD","CHPX","LU0109392836.USD","LU0211327993.USD","LU2023251221.USD","LU2106854487.HKD","KNOW","XLRE","LU1868837565.USD","BK4548","LU2458330169.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173551829","title":"Citadel Absorbs 'AI Prophet's' Leveraged Bomb, Clearing the Most Dangerous Selling Pressure from the Computing Chain! Semiconductors Shift from Leverage Squeeze to 'Fundamental Prosperity Pricing'","url":"https://stock-news.laohu8.com/highlight/detail?id=1173551829","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173551829?lang=en_us&edition=fundamental","pubTime":"2026-08-03 09:31","pubTimestamp":1785720689,"startTime":"0","endTime":"0","summary":"Last week, the sell-off in global semiconductor stocks, closely tied to the AI computing infrastructure theme, reached its most intense point of the year. 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Insider Buying Fuels AI Ambitions and Price Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2656315512","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656315512?lang=en_us&edition=fundamental","pubTime":"2026-08-01 23:01","pubTimestamp":1785596519,"startTime":"0","endTime":"0","summary":"TSMC ( ($TSM) ) has been popular among investors this week. Here is a recap of the key news on this stock. 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Market Recap: U.S. Stocks Surged Broadly as Microsoft Jumped 15% to Lead AI Names, Memory Chips Exploded Higher, And Sandisk Soared 26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655338152","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655338152?lang=en_us&edition=fundamental","pubTime":"2026-07-31 08:56","pubTimestamp":1785459364,"startTime":"0","endTime":"0","summary":"TradingKey - The slowdown in U.S. core PCE inflation dampened expectations for near-term interest rate hikes. 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