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美股
Lead report
SA analyst upgrades/downgrades: SNDK, TSM, NFLX, YUMC
Analyst rating upgrades and downgrades on SNDK, NFLX, YUMC, and TSMâAI infrastructure shift, Netflix dip-buy case, China headwinds, TSM valuation.
美股
TSMC plans additional $100B U.S. investment: report (TSM:NYSE)
TSMC plans an extra $100B to expand U.S. chipmaking to 10 fabs, adding 2nm capacity under a U.S.-Taipei deal.
美股
ASML raises FY26 outlook again, plans capacity boost on AI demand
ASML (ASML) stock rose after it raised its 2026 forecast for the second time this year and said it plans to expand capacity on the back of AI demand.
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美股
SK Hynix targets $29.4B raise in historic U.S. listing (HXSCL:OTCMKTS)
SK Hynix plans a $29.4B ADR listing to fund AI memory capacity as HBM demand surges.
美股
Taiwan launches combat readiness drill as military adapts to rising China tensions (PPA:NYSEARCA)
Taiwan launches a 5-day combat readiness drill as China steps up activityâwhat it means for markets, defense spending and semiconductor supply chains.
