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Capex Could Hit $1.6 Trillion Next Year, Says Fund Manager Who Sees More Echoes of 1998 than the Dot-Com Bust","url":"https://stock-news.laohu8.com/highlight/detail?id=2658973404","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658973404?lang=en_us&edition=fundamental","pubTime":"2026-08-12 17:35","pubTimestamp":1786527300,"startTime":"0","endTime":"0","summary":"\"Rizzo expects what he calls an \"80:20 world\" wherein 80% of the AI tokens used by corporates are open weight or open source and 20% of them are frontier like Anthropic or OpenAI. 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Plans First Direct Entry into South Korean Equities, Targeting Samsung and SK Hynix for AI-Driven Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1173575788","media":"Deep News","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173575788?lang=en_us&edition=fundamental","pubTime":"2026-08-12 13:36","pubTimestamp":1786512977,"startTime":"0","endTime":"0","summary":"Singapore's sovereign wealth fund, Temasek, is preparing to make its first-ever direct investment in the South Korean stock market, with a focus on Samsung Electronics and SK Hynix. The fund 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Selected Advisers trims Taiwan Semiconductor stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2658288889","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658288889?lang=en_us&edition=fundamental","pubTime":"2026-08-12 11:01","pubTimestamp":1786503661,"startTime":"0","endTime":"0","summary":"Davis Selected Advisers, managed by Chris Davis, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company 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Sony to Form Japan JV for Advanced Smartphone Image Sensors","url":"https://stock-news.laohu8.com/highlight/detail?id=2658412991","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658412991?lang=en_us&edition=fundamental","pubTime":"2026-08-11 18:31","pubTimestamp":1786444296,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions, a subsidiary of Sony Group , said Tuesday that they agreed to establish a joint venture in Kumamoto Prefecture, Japan, to develop and manufacture advanced image sensors for smartphones, with volume production expected to begin in 2029.Sony will be the controlling shareholder, with plans to contribute about 465 billion yen through cash and asset transfers, while TSMC will contribute about 282 billion yen in cash, they said.The venture will leverage Sony's image sensor technology and TSMC's advanced manufacturing capabilities, they added.The deal remains subject to regulatory approvals and other customary closing conditions, the companies 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Processing Units Could be New Growth Driver for TSMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2658969792","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658969792?lang=en_us&edition=fundamental","pubTime":"2026-08-11 12:01","pubTimestamp":1786420860,"startTime":"0","endTime":"0","summary":"0401 GMT - With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts say in a research note. The analysts now expect TSMC's CPU revenue to hit the high $30 billion range in 2027, making up a mid-teen percentage of its total revenue. As a result, CPUs could be as significant as AI accelerators, including both GPUs and ASICs, in terms of wafer revenue contribution in 2027. Bernstein raises TSMC's target price to 3,300 New Taiwan dollars from NT$2,780 and notes that its valuation is cheap compared with peers. 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Central Processing Units Could be New Growth Driver for TSMC