Taiwan Semiconductor faces capacity shortages as Samsung's foundry orders surge: Google, AMD, and Tesla all seek partnerships

According to reports, Google is in talks to commission Samsung to manufacture Axion processors and TPUs, AMD plans to shift part of its CPU orders starting in 2028, and Tesla’s next-generation AI6 chip will be exclusively produced at Samsung’s Texas facility. Capacity constraints and other factors are driving the adoption of a 'dual-supplier' strategy, leading to a shift in the global advanced chip foundry landscape from Taiwan Semiconductor toward greater diversification. This also presents Samsung Foundry with significant structural breakthroughs and rebound opportunities.

wallstreetcn13:53

It’s all about the hype! Wall Street asset managers have swiftly launched a new MANGOS tech stock ETF.

① SpaceX has performed strongly since its listing on the U.S. stock market, boosting investor interest in artificial intelligence company stocks; ② Two Wall Street asset management firms plan to launch ETFs linked to 'MANGOS' (Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX).

cls.cn10:15

U.S. Market Close | Investors Await Wallsh's Debut; Mixed Performance Across Major Indices, Dow Hits New High; SpaceX Surges 49% Post-IPO; Chip Stocks Under Pressure, Intel Drops Over 8%, AMD Falls More Than 7%; WTI Crude Oil Declines Nearly 5%

The Dow Jones Industrial Average rose 0.64%, reaching a new all-time high, while the Nasdaq Composite fell 1.15% and the S&P 500 declined 0.57%. Semiconductor stocks plunged, with the Philadelphia Semiconductor Index dropping 5.7% in a single day. Details of the U.S.-Iran peace agreement continue to emerge, pushing WTI crude oil futures below $75 per barrel intraday—the lowest level this year—and driving U.S. Treasury yields lower, with the 30-year yield closing below the 5% mark.

wallstreetcn06:43

Tesla Booted From the 'Magnificent Seven' by a Top Fund Manager. Here Is the Tech Giant He's Crowned.

MarketWatch05:19

Top 20 by Trading Volume | SpaceX rises for three consecutive days, surpassing Amazon in market capitalization to become the world's fifth-largest publicly traded company; Apple's 2027 product roadmap leaks; memory and optical communications sectors weake

On Tuesday, SpaceX, the most actively traded stock on U.S. markets, rose 4.83%, with trading volume reaching $66.704 billion. Since its Nasdaq listing, SpaceX shares have climbed for three consecutive days, surging nearly 50% above their initial offering price. The stock closed at $201.80 on Tuesday, up $9.30 or 4.83%. The company’s market capitalization reached $2.64 trillion, briefly surpassing both Amazon and Microsoft during the session and propelling it into the ranks of the world’s five most valuable companies just days after its public debut.

Global Market Update05:14

Rivian's CEO Is Taking On Elon Musk In Humanoid Robots

Benzinga05:13