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Hedge Funds Shift From SanDisk to TSMC in Q2 Reallocation

Managers pointed to TSMC’s clearer AI-driven demand after the company reported $40.2 billion in Q2 revenue and raised 2026 capital spending guidance to $60–$64 billion.

Samsung Foundry Sees Surge of Inquiries From Google, AMD, BYD and Other Chip Customers

Intel Details 18A-P With 9% Speed or 18% Power Gain

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

Harbor Capital Fund Details Q3 Moves, Touts TSM and Adds Oracle and Toast

ASML Signals 2026 Sales Holding Up as EUV Orders Surge

Intel’s 2025 Rally Tested by Bank of America Downgrade

Intel’s 18A Process Suffers Sub-10% Yields on Panther Lake Chips