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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,465 signal articles · 149 in last 24h · 154,208 total before filter · latest 1h ago
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Forkast News14d agoneutral
Positron AI’s $875M Bet: Commodity Memory Could Break NVIDIA’s Inference Lock

Positron AI has raised $875 million in a combined Series C and Series C-1 round, valuing the Reno-based startup at $5 billion post-money. The financing, co-led by NEA, Andra Capital, Atreides Management, Valor Equity Partners, and SemiAnalysis Capital, represents a roughly five-fold markup from the company’s February 2026 Series B valuation of just over $1 […]

Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand
24/7 Wall St.14d agobullish
Taiwan Semiconductor September Revenue Surges 53% and Can’t Keep Up With Demand

August Revenue Snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) posted August 2026 consolidated net revenue of NT$514.81 billion, roughly US$16.35 billion, up 53.3% from August 2025. To be precise on labeling: this is monthly revenue for August, disclosed in a 6-K filed September 10, 2026 under Taiwan Stock Exchange rules. It is a reported actual, and it […]

ASML, TSMC Target 40% High-NA Productivity Gain. The Catch Is a 2033 Timeline
Insider Monkey14d agoneutral
ASML, TSMC Target 40% High-NA Productivity Gain. The Catch Is a 2033 Timeline

ASML Holding N.V. (NASDAQ: ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) have recently announced a collaborative initiative to improve the economics of chip production and lead the semiconductor industry’s transition to a larger-format Extreme Ultraviolet (EUV) lithography photomask. The companies plan to transition to larger, 12-inch masks from the current, 6-inch masks, helping […]

TSMC August Revenue Rises 53.3% to T$514.8 Billion
InvestorsHub14d agoneutral
TSMC August Revenue Rises 53.3% to T$514.8 Billion

Taiwan Semiconductor Manufacturing Co (NYSE:TSM), or TSMC, reported a 53. 3% year-on-year increase in August revenue as demand for its advanced semiconductor manufacturing processes continued.

Stocks to Watch Thursday: Apple, Oracle, TSMC
The Wall Street Journal14d agoneutral
Stocks to Watch Thursday: Apple, Oracle, TSMC

↗️ Apple (AAPL): Shares rose 1% ahead of the opening bell, a day after the technology giant debuted its first-ever foldable iPhone at a product event that also featured Apple’s new CEO, John Ternus. 🔎 Oracle (ORCL): The database and cloud-computing company is set to report earnings after markets close today, an update that could provide insight into its push to become a major infrastructure provider for OpenAI.

Forkast News14d agoneutral
OpenAI’s Samsung Pivot: The Reality of Manufacturing Diversification

At a press conference in Seoul on September 9, 2026, Harrison Kim, General Manager of OpenAI Korea, offered a clear signal regarding the company’s hardware strategy: “One of the areas where we have made the most progress and gained the most recognition with Samsung Electronics is our joint production and research on the next-generation chips […]

TSMC’s High-NA Plan Gives ASML a Catalyst, but Investors Face Two Different Timelines
Insider Monkey15d agoneutral
TSMC’s High-NA Plan Gives ASML a Catalyst, but Investors Face Two Different Timelines

ASML Holding N.V. (NASDAQ:ASML) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) have given investors a clearer view of their next manufacturing transition. The important distinction is when each company might earn a return. Their September 8 announcement says TSMC intends to introduce ASML’s High-NA extreme ultraviolet technology into high-volume advanced-node manufacturing starting in 2030. A […]