Keyword → AI chip

AMD Advancing AI 2026 Opens Today in San Francisco — Instinct MI450, Zen 6 EPYC Venice Launch and Potential Anthropic Partnership in Focus

AMD opens its two-day Advancing AI 2026 conference at Moscone Center in San Francisco today, with CEO Lisa Su headlining Thursday's keynote alongside executives from Meta, OpenAI, xAI, Oracle, and Microsoft. The event is expected to include commercial launch details on the Instinct MI450 GPU accelerators, Zen 6 EPYC Venice server CPUs — touted at 1.7x performance versus the prior generation — and a possible Anthropic partnership announcement that would directly challenge Nvidia's near-monopoly on frontier AI model training infrastructure.

TSMC Stock Rebounds 2% in Taiwan After 7.3% Friday Plunge — $265B US Expansion Now Biggest Foreign Direct Investment in US History

TSMC's Taiwan-listed shares recovered 2% on Monday after a 7.3% single-session plunge on Friday, when markets initially reacted negatively to the chipmaker's announcement of an additional $100 billion US investment, bringing total US commitments to $265 billion across 12 facilities in Arizona. The deal was confirmed by the US Commerce Department and TSMC chairman CC Wei, who called it the largest foreign direct investment in US history. TSMC also raised its full-year 2026 revenue forecast after reporting record profits driven by AI demand.

TSMC Q2 2026 Revenue Hits Record $40.2B, Up 36% — But Capex Hike to $60–64B Triggers 5% Stock Selloff and Sector Rout

Taiwan Semiconductor reported record Q2 2026 revenue of $40.2 billion, up 36% year-over-year, with net profit jumping 77% to $22 billion and gross margin of 67.7% — all above guidance. Yet shares fell more than 5% after the company raised its 2026 capital expenditure forecast to $60–64 billion from a prior $52–56 billion range, sparking a sector-wide selloff in AI chip names including Micron, Nvidia, and Broadcom, and dragging the Philadelphia Semiconductor Index down roughly 4.3%.

TSMC Q2 2026 Revenue Hits $40.2B, Up 33.7% — Record Earnings Overshadowed by $62B Capex Hike as Stock Falls 4.6%

TSMC posted Q2 2026 revenue of $40.2 billion, up 33.7% year-over-year and $900 million above consensus, with EPS of $4.31 beating estimates by $0.37. Net profit rose 77% to a record NT$706.6 billion. Yet US-listed shares fell 4.6% premarket as TSMC raised 2026 capital expenditure guidance to $60–64 billion from $52–56 billion and pledged an additional $100 billion for Arizona fabs. The capex shock dragged Arm, SK Hynix, and the SMH semiconductor ETF lower globally.

ASML Q2 2026 Revenue Hits €9.33B, Beats Estimates — Full-Year Guidance Raised 16% to €43–45B on AI Chip Demand

ASML reported Q2 2026 net sales of €9.33 billion and net income of €2.92 billion, both beating analyst estimates, and raised its full-year 2026 revenue outlook to €43–45 billion — a 16% increase at the midpoint from its prior range of €36–40 billion. The Dutch lithography equipment monopolist also announced a 30% production capacity expansion over the next two years. US-listed ASML shares rose 2.87% in regular trading and added 3.51% after hours.

TSMC June Revenue Climbs 67.9% to $14.6B — Q2 Total of $39.6B Tops High-End Guidance Ahead of July 16 Earnings

TSMC reported June 2026 revenue of NT$442.68 billion, or $14.6 billion, up 67.9% year-over-year and 6.2% from May, bringing second-quarter total revenue to roughly $39.6 billion — ahead of its own high-end guidance of $40.2 billion when measured on a Bloomberg calculation basis. The figures confirm robust AI chip demand and set a strong tone ahead of full Q2 earnings on July 16, when investors will watch for any raise to TSMC's full-year outlook and CoWoS capacity commentary.

SK Hynix Raises $26.5B in Largest-Ever US Foreign IPO at $149 — 7x Oversubscribed Debut Tests AI Memory Bull Case

SK Hynix priced its US IPO at $149 per American depositary receipt, raising $26.5 billion in the largest-ever US listing by a foreign company, surpassing Alibaba's 2014 record. The offering was more than seven times oversubscribed. Trading begins today on Nasdaq under the temporary ticker SKHYV before converting to SKHY on July 13. SK Hynix holds 56.4% of the global high-bandwidth memory market and is a primary HBM supplier to Nvidia, with first-quarter 2026 revenue of $34.9 billion beating estimates by 4%.

SK Hynix $28B Nasdaq ADR Prices Today at $165.26 — Sevenfold Demand Makes It the Second-Largest Foreign Listing in US History

SK Hynix priced its Nasdaq ADR offering on Thursday, targeting approximately $28 billion at roughly $165.26 per ADR, with institutional orders covering more than seven times the shares available. Cornerstone investors including Baillie Gifford, Coatue Management, and Situational Awareness Partners indicated combined interest of up to $7 billion. Interim trading begins Friday under the ticker SKHY, with regular trading starting Monday. The deal is the second-largest US listing by a foreign company, behind only SpaceX's $85.7B IPO last month.

Samsung Q2 2026 Earnings Preview: Operating Profit Seen at 84.6–86 Trillion Won, Up 18x YoY — HBM Progress Is the Only Variable That Matters

Samsung Electronics releases preliminary Q2 2026 results Tuesday, with consensus operating profit forecasts ranging from 80 to 92 trillion won — a potential 18-fold year-over-year surge driven by a 44% rise in DRAM prices and 53% rise in NAND prices during the quarter. The result could briefly surpass Nvidia's Q1 profit of $53.54 billion. Samsung shares gained 4% on Monday to 325,000 won. Investors are focused less on the headline beat and more on HBM certification progress with Nvidia's Vera Rubin platform.