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That split, combined with very strong past returns, puts the current share price under closer scrutiny.\n\nOver the last 3 years, Taiwan Semiconductor Manufacturing has returned about 385.6%, which sets a very high bar for 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Data Centers Enter the Silicon Photonics Era as NVIDIA Launches Full Production of CPO Switches","url":"https://stock-news.laohu8.com/highlight/detail?id=1103891434","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103891434?lang=en_us&edition=fundamental","pubTime":"2026-08-14 16:53","pubTimestamp":1786697630,"startTime":"0","endTime":"0","summary":"NVIDIA has announced the full-scale mass production of its Spectrum-X Ethernet photonic switches, marking a pivotal shift in AI data center network architecture.The core product 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reports July revenue up 45% year on year, driven by strong AI chip demand.\nJuly revenue performance is above the upper end of TSMC's full year guidance range.\nThe company raises its capital expenditure outlook to support high performance computing and AI capacity.\n\nConsider broadening your watchlist by looking at other semiconductor and AI infrastructure stocks through 57 AI infrastructure stocks.\nNYSE:TSM 1-Year Stock Price Chart\nTaiwan...","market":"hk","thumbnail":"https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing/news/why-is-taiwan-semiconductor-manufacturing-tsm-raising-spendi","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["BK4543","BK4548","LU0143863198.USD","TSM","SGXZ99366536.SGD","FDTX","LU0310799852.SGD","ESIM","LU0198837287.USD","LU0541502299.USD","EMM","AVEM","BK4534","CGDG","LU0792757196.USD","LU1868837565.USD","LU1934455863.HKD","LU2458330169.SGD","LU2249611893.SGD","IE00BFXG0V08.USD","LU0384037296.USD","LU0882747503.HKD","LU1037948541.HKD","LU1267930490.SGD","LU1852331112.SGD","LU2111349929.HKD","LU2211815571.USD","LU2133065610.SGD","IE00BQXX3F31.USD","LU0353189763.USD","UMMA","LU1989764748.USD","LU1023057109.AUD","LU0488056044.USD","LU0965508806.USD","SGXZ51526630.SGD","IE00B5TLWC47.USD","LU0175139822.USD","LU0878004406.USD","LU1917777945.USD","LU2237443978.SGD","BLOX","LU0211327993.USD","LU0211328371.USD","IE00BQXX3D17.EUR","LU2506951792.HKD","LU1803068979.SGD","TSMY","IE00BKPKM429.USD","LU1989772840.SGD","LU1211504680.USD","LU2092937221.SGD","LU2750360997.AUD","LU2089283258.USD","LU1868838027.USD","BK4588","CHPX","LU0109392836.USD","LU0082616367.USD","LU1282649810.SGD","LU2360032135.SGD","LU2250418816.HKD","LU1623119135.USD","LU2471134523.USD","LU2491050071.SGD","LU1323610961.USD","LU2237443622.USD","LU0965509010.AUD","TTEQ","SG9999000418.SGD","BK4605","BK4612","CORO","IE00B3M56506.USD","CWI","LU0158827781.USD","LU1934455194.USD","LU2491050154.USD","LU0264606111.USD","LU2237443382.USD","LU0359201885.HKD","TSMZ","LU2023250504.SGD","LU2471134952.CNY","LU2125154935.USD","LU2063271972.USD","LU2663582299.SGD","LU0823421416.USD","LU0889565833.HKD","LU1989772923.USD","IE00BD6J9T35.USD","LU1712237335.SGD","LU0541501648.USD","LU2087625088.SGD","LU2860962120.EUR","EMC","LU1974910355.USD","LU0345770993.USD","TSMU","KNOW","LU0143863784.USD","LU0316494557.USD","LU0965509101.SGD","LU2750360641.GBP","BK4602","LU0345770308.USD","SGXZ81514606.USD","LU0359202008.SGD","LU0359201612.USD","LU2041044095.USD","LU2471134796.USD","CGNG","BK4505","IE00BZ199S13.USD","BK4533","LU2458330243.SGD","LU0878005551.USD","LU0889566641.SGD","LU0353189680.USD","LU1868837722.USD","LU0823414478.USD","BK4503","LU1934455277.USD","IE00BQXX3C00.GBP","LU0572940350.SGD","LU0689626769.HKD","BK4512","LU2357125470.USD","TSMX","BK4141","LU2247934214.USD","LU2543165471.USD","LU2491049909.HKD","LU1508157978.USD","BK4591","BK4532","LU0323591593.USD","LU0642271901.SGD","LU0823421333.USD","STSM","BK4581","LU0158827948.USD","LU2471134879.HKD","LU0238689110.USD","ADVE","IE0004445239.USD","LU0823414551.USD","AVXC","BK4527","LU1037948897.HKD","AVSE","TEK","LU1282649067.USD","IE0004091025.USD","MEMX","IE00BHPRN162.USD","BAI","LU0719512351.SGD","LU2028103732.USD","LU0861579265.USD","CGGO","AIQ","BK4585","LU0965509283.SGD","CNEQ","LU1989764664.SGD","LU2054465674.USD","LU0056508442.USD","LU0348723411.USD","LU2360106780.USD","BK4526","LU2237443549.SGD","TINS","BK4554","LU2211814178.USD","03145","ASIA","BK4550","LU0094547139.USD","LU2298321311.HKD","LU2089284900.SGD","LU2360108059.USD","SPWO","LU0572939691.SGD","LU1316542783.SGD","CGIC","LU0124676726.USD","IE0004086264.USD","SPTE","LU2294711713.HKD","LU1267930813.SGD","LU2023251221.USD","SG9999004220.SGD","WUGI","LU2125154778.USD","IE00BYQQ9H92.USD","LU0289960550.SGD","LU2271345857.HKD","LU2106854487.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659187222","title":"Why great earnings haven't been good enough for AI hardware stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2659187222","media":"Morning Star AU","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659187222?lang=en_us&edition=fundamental","pubTime":"2026-08-13 00:00","pubTimestamp":1786550400,"startTime":"0","endTime":"0","summary":"Key takeawaysAI hardware stocks, from memory chipmakers to factory firms, are seeing prices fall despite strong second-quarter earnings. 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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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