TSMC Raises 2026 Guidance as AI Demand Outpaces Capacity
TSMC hikes 2026 outlook amid surging AI chip demand, highlighting capacity constraints as Chinese AI models stir market rally concerns.
News
TSMC increased its 2026 guidance due to AI demand outpacing supply, reflecting robust growth in AI chips amid Chinese AI developments fueling the market selloff.
Excerpt from Bloomberg: “Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.”
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Excerpt from Bloomberg: “Tech stocks are selling off and there’s no sign of any letup. A new AI model from a Chinese startup is one contributing factor.”
Excerpt from Bloomberg: “China plans to end a decade-long consumption tax exemption for solar and lithium-ion batteries, marking a policy shift as Beijing seeks to rein in intense competition in the industries central to the clean-energy transition.”
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Excerpt from Bloomberg: “US tariffs hand Lula an election-year gift against his opponent, Flávio Bolsonaro.”
Excerpt from Bloomberg: “A former pro-Kremlin blogger who turned against President Vladimir Putin was detained on charges of spreading “fake news” about Russia’s armed forces.”
Excerpt from Bloomberg: “Hong Kong lawmakers passed a bill enabling one-stop immigration checks at a new border crossing with Shenzhen, the city’s latest step to deepen links with mainland China.”
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Excerpt from Bloomberg: “UBS Asset Management’s Kevin Zhao is planning to short Treasuries in a bet that the robust US economy will erode the haven appeal of owning government debt.”
Excerpt from Bloomberg: “Incoming UK Prime Minister Andy Burnham will be given assessments by British officials warning the US-Iran war could escalate during his first week in office, potentially complicating plans for his early days in power.”
Excerpt from Bloomberg: “The US and Iran intensified their attacks beyond military targets during a sixth straight day of hostilities, increasing fears of a return to full war with no agreement reached over the Strait of Hormuz.”
Excerpt from TheStreet: “ASML Holding raised its full-year sales guidance on July 15 for the second time in 2026, and investors treated it as confirmation that the AI buildout still has room to run. A day later, Taiwan Semiconductor Manufacturing (TSM) did almost the same thing, lifting its own 2026…”
Excerpt from Bloomberg: “A surprise breakthrough from Chinese AI startup Moonshot rippled through global markets Friday, sending AI and semiconductor stocks sharply lower as investors drew parallels with last year’s “DeepSeek moment” and questioned whether the industry’s enormous spending spree is…”
Excerpt from TheStreet: “If you've noticed Google Search getting worse over the past few years, you're not the only one. It has gotten so bad that recently Common Sense Media, a nonprofit focused on youth and technology, advised elementary school educators to ban their students from using Google search…”
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Excerpt from Bloomberg: “China Daily’s AI-generated video of a monkey wearing Filipino national costume has triggered a diplomatic protest from the Philippines, raising tensions days before Beijing’s top diplomat joins a regional meeting in Manila.”
Excerpt from Bloomberg: “President Donald Trump accused China of interfering with US elections in 2020, threatening to upend ties with the world’s second-biggest economy as he focuses on securing a victory in the midterms in November.”
Excerpt from Bloomberg: “Copper and other base metals retreated on Friday, tracking losses in equity markets as investor worries about the valuation of artificial-intelligence companies grow.”
Excerpt from Bloomberg: “Japan’s Nikkei 225 Stock Average tumbled to close more than 10% below its June 25 peak, a move termed as a technical correction, amid concerns the global artificial intelligence rally may be stretched.”
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