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

Trump's astonishing comments sparked a plunge in technology stocks. A well-known investment bank on Wall Street shouted out to buy on the dips, calling it a "golden buying opportunity"!

According to Wedbush analyst Dan Ives, the sell-off of technology stocks is a 'golden buying opportunity' for investors.

Zhitong Finance50minutes ago

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

"Dahsing" Goldman Sachs raises Taiwan Semiconductor's (TSM.US) target price to $227 and continues to list it as a conviction buy.

Goldman Sachs released a report stating that Taiwan Semiconductor's (TSM.US) Q2 performance largely met expectations. At the corporate briefing held on the 18th, investors were focused on pricing strategies and the growth prospects for advanced encapsulation. The management team's tone regarding next year's price outlook was more positive than the bank's original estimate, believing that there is a greater possibility of raising its long-term gross margin target under the company's strong bargaining power and leadership position. The bank raised its profit forecast for TSMC from 2021 to 2026 by 7.1%, 8.4%, and 6.1%, respectively, to reflect Q2 performance, higher prices, and gross margin assumptions, and expect Q3 revenue

AASTOCKS14:57

Hedge funds ran away! Goldman Sachs: AI capital expenditure bubble burst, Seven giants selling off causing intense volatility.

Goldman Sachs traders have warned that the bubble risk in AI capital expenditures is evident, while extreme concentration in the US stock market is causing massive thematic rotation.

FX16814:11