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The bank expects aggregate advanced packaging capacity to grow about 50% in 2028, even as cloud service provider capital expenditure rises a more modest 12%. Larger AI chip designs and growing use of advanced packaging for CPUs and networking processors are expected to support demand, while supply chain checks point to continued expansion by TSMC and its partners. The report also sees AI custom chip activity as robust, helped by new industry partnerships and inference-related deployments.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ51526630.SGD","LU2237443549.SGD","LU0158827781.USD","LU2471134523.USD","SPTE","IE00BD6J9T35.USD","LU0359202008.SGD","LU1211504680.USD","LU1323610961.USD","TEK","LU0878005551.USD","BK4585","CORO","IE00B5TLWC47.USD","LU0348723411.USD","LU0541501648.USD","LU0310799852.SGD","LU0719512351.SGD","LU2360106780.USD","LU2506951792.HKD","BK4612","LU0143863784.USD","LU2663582299.SGD","LU0198837287.USD","LU1868838027.USD","LU2106854487.HKD","LU1989772840.SGD","LU0359201885.HKD","LU0289960550.SGD","LU0353189763.USD","LU1064131342.USD","TSMZ","LU0175139822.USD","LU0965509101.SGD","IE00B3M56506.USD","LU0124676726.USD","LU2023250504.SGD","IE0004086264.USD","LU2249611893.SGD","IE0004091025.USD","LU1974910355.USD","LU2471134796.USD","LU0861579265.USD","TWSC","CGIC","LU2471134952.CNY","IE00BYQQ9H92.USD","LU1244550577.SGD","LU0345770308.USD","LU1732800096.USD","BK4543","BK4532","LU1803068979.SGD","LU2491049909.HKD","LU0345770993.USD","LU0098860793.USD","LU0882747503.HKD","LU0689626769.HKD","TINS","LU1623119135.USD","LU0323591593.USD","LU1989772923.USD","AVEM","LU2054465674.USD","LU2298321311.HKD","LU0823414478.USD","LU1989764748.USD","LU1720051108.HKD","CGDG","IE00B3S45H60.SGD","LU1282649810.SGD","ASIA","TTEQ","BK4526","LU1917777945.USD","EMM","03145","IE00B775SV38.USD","LU1548497426.USD","MS","FDTX","LU0557290698.USD","BK4602","LU0056508442.USD","LU0353189680.USD","LU1668664300.SGD","LU2028103732.USD","LU2087625088.SGD","LU0143863198.USD","LU1988902786.USD","LU2264538146.SGD","LU1074936037.SGD","BK4548","BK4141","IE00BQXX3F31.USD","IE00BZ199S13.USD","KBWB","LU2111349929.HKD","LU2750360997.AUD","LU1508157978.USD","LU0889566641.SGD","LU1791710400.SGD","LU1267930490.SGD","SGXZ81514606.USD","AIQ","AVXC","LU1934455194.USD","EMC","BK4588","LU0572940350.SGD","LU2543165471.USD","LU0211327993.USD","LU1868837565.USD","LU2860962120.EUR","TSMY","LU2458330169.SGD","BK4554","LU2487616109.SGD","LU2089284900.SGD","LU2092937221.SGD","LU0528227936.USD","ESIM","LU1244550494.USD","LU0971096721.USD","LU0314104364.USD","BK4503","IAI","LU0359201612.USD","LU0488056044.USD","LU1868837722.USD","LU1720051017.SGD","ADVE","WUGI","LU2471134879.HKD","LU0889565833.HKD","BK4505","LU1162221912.USD","LU1282649067.USD","SGXZ99366536.SGD","LU2125154778.USD","LU2089283258.USD","LU2360108059.USD","BK4605","BK4527","LU1363072403.SGD","LU0823421333.USD","LU0225283273.USD","LU1989764664.SGD","SMH","TSMG","LU2211815571.USD","IE00BHPRN162.USD","LU0541502299.USD","LU1712237335.SGD","LU2133065610.SGD","LU0572939691.SGD","LU0823421416.USD","LU1037948541.HKD","LU2271345857.HKD","LU0642271901.SGD","CNEQ","LU1267930813.SGD","LU0882574139.USD","LU2347655156.SGD","LU2491050154.USD","TSMX","LU2237443622.USD","LU2360032135.SGD","LU2023251221.USD","LU2750360641.GBP","BK4591","BK4127","LU0384037296.USD","BK4581","LU2237443382.USD","SG9999000418.SGD","IE00BKVL7J92.USD","LU0878004406.USD","LU1316542783.SGD","IE00BFXG0V08.USD","LU1852331112.SGD","TSMU","LU0238689110.USD","LU0264606111.USD","LU0795875086.SGD","LU0390134368.USD","LU2294711713.HKD","LU1934455277.USD","LU0965509010.AUD","MEMX","BLOX","LU0965508806.USD","LU2458330243.SGD","BK4504","KNOW","IE00BQXX3C00.GBP","SG9999004220.SGD","BK4512","LU0792757196.USD","LU0210528500.USD","LU2237443978.SGD","LU1791710582.SGD","LU0109392836.USD","LU2211814178.USD","CGNG","CGGO","LU1732799900.SGD","LU0965509283.SGD","LU0234570918.USD","SPWO","LU2250418816.HKD","BK4550","LU0106831901.USD","LU0823414551.USD","LU1023057109.AUD","BK4516","LU2247934214.USD","LU0316494557.USD","LU0211328371.USD","LU0072462343.USD","LU2041044095.USD","LU0106261372.USD","IE00BZ1G4Q59.USD","LU0082616367.USD","STSM","TSM","IE00BKPKM429.USD","IE00BQXX3D17.EUR","LU2357305700.SGD","LU0158827948.USD","LU2125154935.USD","BK4534","LU1048588211.SGD","BAI","LU0094547139.USD","BK4533","LU0267386448.USD","LU0912757837.SGD","LU1244550221.USD","LU0006306889.USD","UMMA","LU2357125470.USD","CWI","LU0053666078.USD","LU0795875169.SGD","AVSE","IE0004445239.USD","LU0320765646.SGD","LU2491050071.SGD","LU1037948897.HKD","LU1934455863.HKD","LU2063271972.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666523160","title":"Taiwan Supply Chain Signals: Wistron & Quanta Drive AI Server Revenue Jump; 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SpaceX, Cooper Cos., Macy's, Apple, Navan, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2666518612","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666518612?lang=en_us&edition=fundamental","pubTime":"2026-09-11 02:58","pubTimestamp":1789066680,"startTime":"0","endTime":"0","summary":"Stocks fell on Thursday as the market tussled between strong earnings and a downward drag from growing inflationary pressures.Apple rose 2.6% after the company unveiled its long-awaited foldable 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Market Alert: Nasdaq Slips 0.9% as Traders Price in October Rate Hike, Major Tech Stocks Falter","url":"https://stock-news.laohu8.com/highlight/detail?id=1176970231","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176970231?lang=en_us&edition=fundamental","pubTime":"2026-09-10 21:49","pubTimestamp":1789048176,"startTime":"0","endTime":"0","summary":"Wall Street opened lower across the board on Thursday, with the Nasdaq Composite dropping 0.9% as investors increasingly positioned for a potential interest rate increase next month. 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Are Semiconductor Stocks Nvidia, AMD, AVGO, and Intel Stocks Falling Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2666962715","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666962715?lang=en_us&edition=fundamental","pubTime":"2026-09-10 21:11","pubTimestamp":1789045900,"startTime":"0","endTime":"0","summary":"Nvidia ($NVDA), AMD ($AMD), Broadcom ($AVGO), and Intel ($INTC) are falling in Thursday’s pre-market trading even as Taiwan Semiconductor 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reports August revenue NT$514.81B, up 53.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666595512","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666595512?lang=en_us&edition=fundamental","pubTime":"2026-09-10 20:35","pubTimestamp":1789043755,"startTime":"0","endTime":"0","summary":"In a regulatory filing, TSMC (TSM) announced its net revenue for August. On a consolidated basis, revenue for August was approximately NT$514.81B, 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Is Raising Prices, But Who Pays The Price?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104461013","media":"Bellwether Stocks Movement","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104461013?lang=en_us&edition=fundamental","pubTime":"2026-09-10 19:41","pubTimestamp":1789040508,"startTime":"0","endTime":"0","summary":"","market":"us","thumbnail":"https://static.tigerbbs.com/8dc88e393fe300748c0679330b89e086","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8dc88e393fe300748c0679330b89e086"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"TSMC Is Raising Prices, But Who Pays The Price?","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSMZ","TSMY","TSMU","TSMX","TWSC","TSM","TSMG","STSM"],"isVideo":true,"video":{"duration":117,"video_url":"https://news-video-sg.skytigris.cn/videos/remotion/1210/render_1210_1789040305433.mp4","video_thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/1210.webp","audio_url":"https://news-video-sg.skytigris.cn/videos/remotion/1210/tts/voiceover_2ee55ea941354916.mp3","isAI":true},"gpt_icon":0},{"id":"2666598873","title":"Technoprobe Buoyed by TSMC Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2666598873","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666598873?lang=en_us&edition=fundamental","pubTime":"2026-09-10 19:31","pubTimestamp":1789039860,"startTime":"0","endTime":"0","summary":"1131 GMT - Technoprobe is given a boost by positive August revenue figures from its largest customer, Taiwan Semiconductor Manufacturing Company, Equita's Alberto Gegra writes. TSMC posted August revenue of around $16 billion, a 53% acceleration on-year. \"This is a very strong figure,\" Gegra writes. TSMC contributes directly or indirectly to between 50% to 60% of Milan-listed Technoprobe's revenue, the analyst estimates. Strong demand from TSMC will support Technoprobe's investment in advanced semiconductor testing technology. TSMC's strong revenue also reaffirms the case for Technoprobe to further expand its capacity. Technoprobe shares jump 6.7%, leading the Europe-wide Stoxx 600 index.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2491050071.SGD","LU2211814178.USD","WUGI","LU1023057109.AUD","LU0572940350.SGD","IE00BQXX3F31.USD","LU0878004406.USD","LU1037948541.HKD","IE00BZ199S13.USD","LU1323610961.USD","LU2089284900.SGD","IE00BYQQ9H92.USD","LU1267930490.SGD","TWSC","BK4602","LU2092937221.SGD","LU0353189680.USD","LU1989772840.SGD","LU1037948897.HKD","03145","LU2237443978.SGD","LU0124676726.USD","LU2023250504.SGD","BK4141","IE0004091025.USD","LU2247934214.USD","LU1934455277.USD","BK4526","LU2023251221.USD","LU2211815571.USD","LU0158827948.USD","LU2471134952.CNY","LU2298321311.HKD","BK4550","ESIM","BLOX","ADVE","LU1868838027.USD","BK4585","LU0965509283.SGD","LU2491050154.USD","TSMY","LU0541502299.USD","LU2237443549.SGD","CORO","LU1974910355.USD","BK4605","LU1267930813.SGD","IE00B5TLWC47.USD","LU0345770308.USD","LU0488056044.USD","LU2106854487.HKD","IE0004086264.USD","BK4532","SMH","LU2028103732.USD","LU2111349929.HKD","LU0264606111.USD","AVXC","LU2089283258.USD","LU1316542783.SGD","LU2237443622.USD","LU2271345857.HKD","BK4554","TSM","LU0359202008.SGD","LU0965509101.SGD","LU1712237335.SGD","LU1868837565.USD","BK4612","EMM","TSMU","BK4512","TTEQ","IE0004445239.USD","LU0109392836.USD","BK4503","IE00B3M56506.USD","LU0861579265.USD","STSM","IE00BD6J9T35.USD","LU1508157978.USD","CGNG","IE00BHPRN162.USD","LU1934455863.HKD","SG9999004220.SGD","LU0211328371.USD","LU2041044095.USD","LU0175139822.USD","LU0323591593.USD","CGDG","CGGO","LU2360108059.USD","LU0541501648.USD","LU2506951792.HKD","LU0143863198.USD","LU1934455194.USD","AVEM","LU0889566641.SGD","BK4534","LU0878005551.USD","KNOW","AIQ","LU0823421333.USD","LU2087625088.SGD","LU2471134523.USD","LU1282649810.SGD","IE00BKPKM429.USD","SPTE","CHPX","LU2237443382.USD","LU2458330169.SGD","CNEQ","FDTX","LU0889565833.HKD","LU0289960550.SGD","TSMZ","LU0072462343.USD","LU0310799852.SGD","LU1989764748.USD","LU0965508806.USD","LU2250418816.HKD","LU0238689110.USD","LU0143863784.USD","LU2133065610.SGD","LU1868837722.USD","CGIC","LU2491049909.HKD","LU0823421416.USD","LU0359201612.USD","LU2357125470.USD","LU2458330243.SGD","LU0211327993.USD","LU0642271901.SGD","BK4527","LU0348723411.USD","EMC","BK4581","TSMG","UMMA","LU0082616367.USD","LU2750360997.AUD","LU0384037296.USD","LU0158827781.USD","LU0823414478.USD","BK4543","AVSE","IE00BQXX3C00.GBP","LU0719512351.SGD","LU2125154935.USD","LU0198837287.USD","LU0316494557.USD","LU2750360641.GBP","TEK","BK4588","LU2471134879.HKD","LU2860962120.EUR","LU2360032135.SGD","LU1803068979.SGD","SPWO","LU1917777945.USD","LU2471134796.USD","LU1623119135.USD","IE00BQXX3D17.EUR","LU2125154778.USD","BK4147","SGXZ51526630.SGD","LU0056508442.USD","LU0353189763.USD","LU0572939691.SGD","LU2294711713.HKD","CWI","LU1989772923.USD","LU1989764664.SGD","LU1048588211.SGD","LU2063271972.USD","MEMX","SG9999000418.SGD","LU1852331112.SGD","BAI","SGXZ81514606.USD","BK4591","BK4548","LU0823414551.USD","LU2054465674.USD","LU2543165471.USD","BK4505","LU0345770993.USD","LU0094547139.USD","LU2663582299.SGD","TSMX","ASIA","LU0689626769.HKD","LU1282649067.USD","LU0359201885.HKD","LU0882747503.HKD","LU1211504680.USD","LU2249611893.SGD","LU0792757196.USD","TINS","SGXZ99366536.SGD","IE00BFXG0V08.USD","THNBY","BK4533","LU0965509010.AUD","LU2360106780.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666560125","title":"TSMC Posts Record Sales. Why AMD and Other Chip Stocks are Falling","url":"https://stock-news.laohu8.com/highlight/detail?id=2666560125","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666560125?lang=en_us&edition=fundamental","pubTime":"2026-09-10 19:10","pubTimestamp":1789038600,"startTime":"0","endTime":"0","summary":"The AI trade has run out of gas lately, and shares of Taiwan Semiconductor Manufacturing Co. were summing up investors' fatigue on Thursday.The Taiwanese chip manufacturer's American depositary receip","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSMZ","EMM","SPWO","CGIC","CORO","BK4605","SMH","BK4591","EMC","BK4550","BK4532","BK4581","AVEM","CGDG","BK4588","BK4505","TWSC","BAI","CWI","AVSE","BK4612","TTEQ","BK4527","AIQ","UMMA","TSMY","BK4543","BK4141","BLOX","CGGO","TINS","BK4585","BK4512","ASIA","MEMX","STSM","WUGI","BK4548","CHPX","TSMX","TSMG","BK4602","SPTE","BK4533","03145","TSM","CNEQ","TSMU","TEK","CGNG","BK4526","KNOW","AVXC","BK4554","FDTX","ADVE","BK4503","BK4534","ESIM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666156038","title":"TSMC Posts 53% August Revenue Surge, Boosts Support for Global Subsidiaries","url":"https://stock-news.laohu8.com/highlight/detail?id=2666156038","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666156038?lang=en_us&edition=fundamental","pubTime":"2026-09-10 18:48","pubTimestamp":1789037287,"startTime":"0","endTime":"0","summary":"The latest update is out from TSMC ( ($TSM) ). TSMC reported strong financial performance for August 2026, with consolidated net revenue of 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