🚀 半导体行业动态

TSMC’s US$165bn US Expansion Reshapes Global Chip Supply - Supply Chain Digital Magazine

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7 Best Semiconductor ETFs to Buy for 2026 | Investing | U.S. News - U.S. News Money

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TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong - CNBC

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ETFs to Play Taiwan Semiconductor’s Upbeat Results on AI Boom - TradingView

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This Stock Will Be More Profitable Than Amazon and Meta by 2027 - 24/7 Wall St.

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Beyond NVIDIA: 2 AI Chip Stocks Positioned for Big Upside in 2026 - TradingView

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Samsung flags eightfold jump in quarterly profit as AI chip demand pumps prices - Reuters

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Micron Stock Analysis 2026: AI HBM Demand and Market Cyclicality - News and Statistics - IndexBox

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NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount (NASDAQ:NVDA) - Seeking Alpha

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Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD - Yahoo Finance

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AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA? - 24/7 Wall St.

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Approvals for Nvidia and AMD AI chip exports to China stall under government bottleneck — 20% staff turnover hobbles Bureau of Industry and Security - Tom’s Hardware

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