Key Takeaways TSM has gained 17.5% YTD, outperforming peers and the broader Computer and Technology sector.AI-driven demand boosted TSM's Q2 revenues by 44% and EPS by 61%, with 3nm and 5nm chips driving growth.TSM plans up to $42B in 2025 capex, focusing 70% on advanced nodes to meet surging AI chip demand.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, has made a remarkable run so far this year despite high market volatility amid ongoing macroeconomic uncertainties and geopolitical ...

智通财经APP获悉，周三，AMD(AMD.US)股价走低，截至发稿，该股跌超6%，报163.37美元。此前该 公司公布了表现低于预期的2025年第2季业绩。AMD截至2025年6月28日止的第2季业绩显示，收入按年 增长31.71%，按季增长3.32%，至76.85亿美元，高于市场预期的74.1亿美元。然而，AI芯片贡献所属的 数据中心分部录得季度收入32.40亿美元，按年增长14.33%，低于市场预期的33.1亿美元。 ...

Advanced Micro Devices TodayAMDAdvanced Micro Devices$160.32 -13.99 (-8.02%) 52-Week Range$76.48▼$182.50P/E Ratio118.59Price Target$173.52Add to WatchlistAMD’s NASDAQ: AMD Q2 results were tepid, giving the market a reason to sell, at least for some participants. The results and subsequent sell-off also provide a reason to buy, having missed a high bar by a slim margin due to misplaced expectations and providing a discount to recently elevated prices.  The primary cause of Q2 weakness and the sell-off is th ...

GlobalFoundries (NASDAQ: GFS ) reported an upbeat q2’25 earnings with below-consensus guidance for eq3’25, resulting in a -9%+ price decline in GFS shares post earnings. Despite the relatively lackluster forecast for eq3’25, I believe GFS may be positioned for exceptional growthMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional servi ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 8月6日消息，近日台积电2nm泄密引发业内震动，根据最新报道，泄密对象指向日本企业TEL，泄密文 件在星巴克线下交易！ 据报道，涉案工程师利用远程办公的机会，通过公司配发的笔记本电脑连接内网，并使用个人手机拍摄 机密文件内容，从而绕过数字监控系统。 台积电表示，例行监控时侦测到未经授权活动，发现商业机密泄漏风险。台积电 声明，涉案人员已采 取严格纪律处分，并启动法律程序。对任何损害商业机密保护或危害公司利益的行为采零容忍政策，会 严格处理，并依法追究到底。台积电将持续强化管理和监控系统，必要时与监管机构合作，以保护竞争 优势和稳定。 2nm为目前半导体最先进制程，开发成本极高且难度大，台积电预定年底量产，全球仅台积电、三星、 英特尔及日本 Rapidus 等积极研发先进制程。台积电董事长魏哲家曾表示，台积电技术难复制，因制程 不仅需复杂专业知识，更包含产线和开发累积的海量经验，突显台积电的独特性与价值。 此次事件波及台积电研发中心与新竹宝山Fab20厂区，涉案人员共9人，包括3名2nm试产及6名研发 ...

Shares of AMD after a huge run, a huge run is falling today. Chipmaker beat revenue estimates, but data center revenue may be considered disappointing by the street. I'm not going to call it is.Joining us first on CNBC to talk more about the latest results is AMD's Lisa Sue. Lisa, it's always great to have you on the show. Good morning, Jim.Great to see you. Yeah. Okay, so Lisa, we're going to cut right to it.These analysts have spent a lot of time talking about something that you can't gain, which is wheth ...

Core Insights - Advanced Micro Devices (AMD) reported adjusted earnings of 48 cents per share, which fell short of the expected 49 cents per share, leading to a more than 5% decline in shares [2] - CEO Lisa Su highlighted the impact of U.S. export controls on artificial intelligence chips, noting a year-over-year decline in AI business revenue due to restrictions on MI308 sales to China [2] - AMD forecasted revenue of $8.7 billion for the current quarter, which is above the $8.3 billion expected by analysts, but this guidance does not include revenue from the MI308 AI chip for the China market [3] Company Strategy - The company is actively engaging with the U.S. administration regarding license requirements for shipping chips to China, while maintaining a cautious outlook on guidance [4] - CEO Su emphasized the strength of AMD's portfolio and identified a significant market opportunity, estimating it to be over $500 billion in the coming years [4]

Vishay Intertechnology (VSH) Q2 2025 Earnings Call August 06, 2025 09:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Vishay Intertechnology Quarter Two twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during your session, you will need to press 11 on your telephone.You will then hear an automated message advising that your hand is raised. To wi ...

Valens Semiconductor (VLN) Q2 2025 Earnings Call August 06, 2025 08:30 AM ET Speaker0Good morning. My name is Yoni, and I will be your conference operator today. At this time, I would like to welcome everyone to Valens Semiconductor's Second Quarter twenty twenty five Earnings Conference Call and Webcast. All participant lines have been placed in a listen only mode. Opening remarks by Valens Semiconductor management will be followed by a question and answer session.I will now turn the call over to Michal Be ...

Within the next week or so, we're going to be announcing tariffs on specifically. This is a, you know, this is a separate class than the 15% tariffs on sort of everything. These are excluded classes.I call them I like to call them excluded like steel, aluminum, etc. We're going to be announcing on uh semiconductors and chips, which is a separate category because we want them made in the United States. That was President Trump uh yesterday right here on Squawkbox. The remarks uh comes just came just hours be ...