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UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain

UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain TSMC, or Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, raised its 2026 spending and revenue outlook on Thursday morning, a move UBS analysts said "boosts confidence in the AI supply chain." TSMC manufactures chips designed by companies such as Nvidia, Apple, AMD, Qualcomm and Broadcom. It is a major supplier of Nvidia chips used in AI data centers. The company now expects 2026 capital expenditures of $60 billion to $64 billion, up from its previous forecast of $52...
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Aug 2, 2026 /
Israel Will Not Change Policy or Withdraw from Gaza
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Aug 3, 2026 / Jason Ditz
Ahead of Seventh Round of Lebanon Talks, Israel Demands Hezbollah Cede Strategic Ridge
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Mar 14, 2026 / Tyler Durden
Influenza Vaccine Effectiveness Lower In Recent Months, Preliminary Data Show
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