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Not at Risk of Losing Competitive Edge, CEO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2640201139","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640201139?lang=en_us&edition=fundamental","pubTime":"2026-06-04 11:52","pubTimestamp":1780545120,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing isn't falling behind in next-generation chipmaking, its CEO said, dismissing concerns that it's at a disadvantage to rivals already adopting ultra-expensive equipment to make cutting-edge chips.Speaking at an annual shareholders' meeting, TSMC Chief Executive C.C. Wei clarified the chip giant's position on the machines made exclusively by Dutch company ASML, and seen as critical for pushing the limits of microchip manufacturing.\"The fact is, we have already purchased that equipment, and our team is actively conducting related research and development. It is simply not yet being deployed for volume mass production,\" Wei said Thursday.When pressed by a shareholder to say how many units the Taiwanese company has bought from ASML, Wei declined to give a specific figure.ASML's lithography machines, which use light to etch features onto silicon wafers, have become a prized asset for makers of powerful AI chips. 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Chief Executive C.C. Wei, speaking at TSMC's annual shareholders meeting in the northern Taiwanese city of Hsinchu, added that its customers continue to express a positive outlook for the AI industry.  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would be crazy to turn bearish on stocks now, says veteran strategist. Maybe not, in six months.","url":"https://stock-news.laohu8.com/highlight/detail?id=2640906775","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640906775?lang=en_us&edition=fundamental","pubTime":"2026-06-03 19:12","pubTimestamp":1780485120,"startTime":"0","endTime":"0","summary":"Marco Papic says U.S. oil companies remain attractive. SpaceX's IPO could mark the start of troubles for stock markets a few months from now, says Marco Papic.BCA Research geopolitical strategist Marko Papic would agree, telling the David Lin Report podcast recently that he doesn't see a reason to short the market right now. Worry instead in about six to 12 months, he said in our call of the day, as he flagged three big risks.\"So if you're an investor thinking about the next 12 or 18 months, you have to deal with this reality that there could [be] potentially trillions of dollars worth of securities coming online as many of the original investors in these monstrous IPOs are released from their lockup,\" he said.\"But I do think by the end of the year, those three are going to start showing up in people's radar screens,\" he 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AI Buzz Powers Taiwan Stocks Even Higher -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2640977067","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640977067?lang=en_us&edition=fundamental","pubTime":"2026-06-03 16:58","pubTimestamp":1780477080,"startTime":"0","endTime":"0","summary":"0856 GMT - Shares of Taiwanese chip and photonics companies powered the Taiex past the 46000 milestone as AI enthusiasm got another jolt from a tech event in Taipei this week. Demand for AI-related chip and optoelectronic stocks was buoyed by remarks from Nvidia CEO Jensen Huang highlighting optical connectivity as a vital bottleneck for next-gen AI infrastructure. On the Taiex, optical and silicon photonics companies like LandMark Optoelectronics, Browave and EZconn rose by the daily 10% limit, while index heavyweight TSMC added 1.89%. The Taiex ended at a fresh closing high of 46459. 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Key Takeaways from Computex: NVIDIA Secures Ample TSMC Supply, AI PC Chips Debut, and Tight Supply-Demand Outlook to 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1175082817","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175082817?lang=en_us&edition=fundamental","pubTime":"2026-06-03 12:22","pubTimestamp":1780460545,"startTime":"0","endTime":"0","summary":"All eyes on Wall Street are fixed on the Computex event taking place in Taipei.According to recent analysis, this year's conference has highlighted three core signals that will dominate 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Japan's Nikkei 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flags AI hyperscaler capex set to rise to $1.1 trillion in 2027, warns on depreciation risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2640948429","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640948429?lang=en_us&edition=fundamental","pubTime":"2026-06-02 20:25","pubTimestamp":1780403113,"startTime":"0","endTime":"0","summary":"Sygnia flagged surging AI infrastructure demand, citing Amazon, Microsoft, Google cloud backlog doubling in six months to $1.5 trillion.AI hyperscaler capex projected at $800 billion in 2026, rising to $1.1 trillion in 2027; data center buildout estimated above $3 trillion.Heavy capex cycle seen driving hyperscalers toward debt; Google now the eighth-largest bond issuer in Europe.SpaceX IPO preparations lifted space and satellite stocks; valuation seen at $1.75-$2 trillion, with S&P 500 weight projected at 0.5%-0.75%.Emerging-market outperformance since early September attributed to TSMC, Samsung, SK Hynix; Sygnia kept EM at neutral on oil risk, concentration.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. 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the most important company to enable AI isn't Nvidia, according to this fund manager","url":"https://stock-news.laohu8.com/highlight/detail?id=2640120629","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640120629?lang=en_us&edition=fundamental","pubTime":"2026-06-02 19:01","pubTimestamp":1780398060,"startTime":"0","endTime":"0","summary":"Janus Henderson manager on an AI giant, software picks and one out-of-favor stock. An image of an electronic wafer shown at Taiwan Semiconductor Manufacturing Company  Museum of Innovation in Hsinchu in Nov. 2024. It's the most important company for AI right now, says Janus Henderson fund manager Jonathan Cofsky.The S&P 500 logged its 23rd record close on Monday. That's 20 more record closes than this time last year, an impressive performance that may also keep bubble talk alive.TSMC   is the portfolio's top holding, edging just past Nvidia. \"This is probably the most important company for enabling AI right now,\" he said.It's the only foundry manufacturing chips exclusively for other companies and it is making vital leading-edge chips. When it comes to computing power, it doesn't matter what form is used, \"TSMC makes all of it,\" he said.It's also \"moving from just licensing IP to making their own chips with Meta as the first customer,\" he said. \"And so as we get to the end of the 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