Taiwan Semiconductor's Q2 sales increased by 40% year-on-year, and the lower limit of the annual capital expenditure guidance has been raised.

Expected full-year capital expenditures of $30-32 billion, with upwardly revised sales growth expectations of above the mid-point range at 20% in terms of US dollars.

wallstreetcnJul 18 15:39

Taiwan Semiconductor is close to reaching an EUV agreement with ASML, which is crucial for 1nm chip technology.

According to **** media, the Chairman of Taiwan Semiconductor visited ASML headquarters secretly in May this year to negotiate the purchase of the next-generation extreme ultraviolet (EUV) lithography equipment. The visit nearly finalized the procurement plan for the North American EUV lithography machine. The equipment is expected to be stationed at Taiwan Semiconductor's research and development center in the fall of this year, to support the development of the A10 technology. This technology belongs to the next-generation 1nm process, representing a major leap in semiconductor technology, and can produce smaller, more powerful, and more efficient chips.

Gelonghui Finance13:15

Looking at the capital competition of AI from ASML Holding and Taiwan Semiconductor.

AI has not yet fully benefited humanity, but it has already caused a storm in the capital markets with just a little bit of sweetness.

港股解码Jul 18 19:27

Chip stock bearish turmoil! Under market fluctuations, what are the good deployment strategies?

Previously, US technology stocks were continuously hot with rising valuations, and therefore the upward trend became increasingly "fragile," with a greater reaction to bearish news.

Futu NewsJul 18 20:00

TSMC's Growth Outlook Could Further Improve From 2025 -- Market Talk

0314 GMT - TSMC's growth outlook could be even stronger from 2025 onward, thanks to strong demand for advanced nodes, Citi analysts Laura Chen and Jack Chen say in a research note. The contract chip

WSJ11:14

Hong Kong shares fluctuate: semiconductor stocks rise against the market, and Taiwan Semiconductor's Q2 performance exceeds expectations. The AI trend leads the industry to start a new economic cycle.

Semiconductor stocks rose against the market. As of press time, Hua Hong Semi (01347) rose 3.79% to HKD 23.25; Shanghai Fudan (01385) rose 1.96% to HKD 12.48; Semiconductor Manufacturing International Corporation (00981) rose 1.62% to HKD 17.58.

Zhitong Finance10:05