To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$’s latest August sales data came in well above market expectations, with revenue surging 53.3% year-over-year. The strong print fully reflects the persistent and robust demand for AI computing power. According to the official sales report, TSMC generated NT$514.8 billion in revenue in August, rising 53.3% YoY and 10.1% month-over-month, beating consensus estimates comfortably. Cumulative sales for the first eight months of 2026 grew 39.3% YoY, maintaining strong double-digit growth driven largely by booming AI chip orders. Metric Aug Jul Jun May Apr Mar Feb Monthly Sales (NT$ bn) 514.8 467.6 442.7 417.0 410.7 415.2 317.7 Monthly YoY +53.3% +44.7% +67.9% +30.1% +17.5% +45.2% +22.2% YTD Cumulat

US three major indexes closed lower on Tuesday, with broad market under pressure. Clear divergence emerged within the semiconductor sector: $Intel(INTC)$ surged 9%, adding roughly $45.5 billion in market cap.$Advanced Micro Devices(AMD)$ rose 5.9%, while$Qualcomm(QCOM)$, $Broadcom(AVGO)$ and $ASML Holding NV(ASML)$ gained around 3%. Driven by the sector’s bullish sentiment, semiconductor ETFs moved higher too. $VanEck Semiconductor ETF(SMH)$ an

I. South Korea’s August Exports Jump Sharply on Robust External Demand On September 1, South Korea released its August trade figures, which once again reflect strong overseas demand driven by the global AI industry chain. Overall export growth picked up notably, and the trade surplus stayed elevated, lending solid support to South Korea’s economic recovery. Data shows South Korea’s August exports hit $98.25 billion, surging 68.7% year‑over‑year. The reading marks an acceleration from July’s 63% growth, underscoring red‑hot external demand. Following the trade release, the KOSPI closed 15.7 points higher, up 0.2%. SK Hynix rose 1.1%, while Samsung Electronics gained roughly 0.4%. II. Semiconductors — The Core Engine Behind Historic Export Gains Semiconductors are the main force behind South

Apple has officially announced its fall launch event for Wednesday, September 9 (US Eastern Time) at its California headquarters, themed “Surprise and shine”. The event will also stream live online. $苹果(AAPL)$ This event carries special significance: it marks John Ternus’ first major product launch as CEO. Ternus was a key driving force behind the foldable iPhone project, and this gathering formally kicks off the Ternus era at Apple. The biggest highlight is Apple’s first‑ever foldable iPhone, entering a foldable‑phone market currently dominated by Samsung. This foldable represents arguably the biggest physical redesign in iPhone history. Roughly the size of a standard passport, it opens up to a screen close to a small iPad. Apple

After‑hours on August 26, $英伟达(NVDA)$ released its Q2 FY2027 earnings report. Revenue hit $96.22 billion, up 105.9% year‑over‑year, beating market consensus of $92.38 billion. Adjusted EPS came in at $2.20, also exceeding expectations, with gross margin holding steady at 75%. Following the earnings print, NVIDIA’s after‑hours stock jumped 4.7%, pulling the whole semiconductor complex higher. $SK海力士(SKHY)$ surged 5%, $闪迪(SNDK)$ and $美光科技(MU)$ gained over 3%; $英特尔(INTC)$,

$英伟达(NVDA)$ will release its Q2 FY2027 earnings report after market close this Wednesday. Analysts forecast quarterly revenue to hit $92.3 billion, representing a 97.4% year‑over‑year rise, with adjusted EPS projected at around $2.1. Ahead of earnings, NVIDIA’s stock has fallen for seven consecutive trading days, marking its longest losing streak since 2022. Rumors of over 15% price hikes for server chips have deepened market worries over downstream purchasing appetite. Behind this pullback lies one core market bet: Will the era of frenzied AI capacity expansion slow down? Investors care less about how much the company earned this quarter, and far more about whether AI infrastructure spending can sustain its current pace. This outc

On Monday, $拼多多(PDD)$ released its Q2 2026 earnings report. Revenue reached RMB 1123.6 billion, up 8% year‑on‑year, slightly below market consensus with slower growth momentum. Profitability beat expectations: adjusted EPS hit RMB 19.3 versus the market forecast of RMB 18.5, and adjusted net profit came in at RMB 284.9 billion, also modestly exceeding estimates. Following earnings release, PDD’s stock staged a sharp intraday rally‑then‑fade. Boosted by better‑than‑expected profits, the price surged as high as $91.35, up nearly 3%. However, the market later priced in revenue‑growth disappointment, triggering selling pressure. Shares drifted lower to an intraday low of $86.26 and closed at $87.07, down 1.48%. Looking at business break

U.S. semiconductor and memory stocks posted notable losses on Monday. SanDisk ‑6.5%, SK Hynix ‑4.9%, Micron ‑5.8%, Seagate ‑6.5%, Western Digital ‑5.2%. NVIDIA fell 2.9%, marking its seventh consecutive trading day of declines — its longest losing streak since 2022. Super Micro Computer and Intel both dropped over 3%. Major semiconductor ETFs tracked the sector lower: $半导体指数ETF-HOLDRs(SMH)$ fell 2.4% and $iShares费城交易所半导体ETF(SOXX)$ declined 2.7%. On the macro front, Monday’s backdrop was relatively supportive. Crude oil pulled back: NYMEX October WTI crude fell $2.05 (‑2.35%) to settle at $85.01 per barrel. October Brent crude dropped $2.22 (‑2.35%) to $92.17 per barrel. The

On Wednesday, $Moderna, Inc.(MRNA)$ soared 177%, adding around $44 billion to its market cap, while $默沙东(MRK)$ climbed 12.6%. The ripple effect lifted biotech ETFs across the board. $纳斯达克生物技术指数(NBI)$closed 6.4% higher, notching its biggest single‑day gain in six years.$SPDR S&P Biotech ETF(XBI)$rose 5.9%, $生物科技指数ETF-iShares Nasdaq(IBB)$ gained 6.6%, $iShares Genomics Immunology and Healthcare ETF(IDNA)$ jumped 13.3%, and

SK Hynix just dropped a massive $40‑trillion‑won buyback plan, covering 3.3% of its total outstanding shares. News of the send sent its US‑listed stock ripping in after‑hours, swinging from a 3.5% dive to a 4% rally. $SK hynix(SKHY)$ Seoul, August 19, 2026 – SK hynix Inc. announced today that its Board of Directors has approved a resolution to repurchase and fully cancel 40 trillion won worth of its own shares. The Company also revealed plans to return “over 50% of cumulative Free Cash Flow(FCF)” generated during the program period(2025-2027), adopting a framework centered on the parallel execution of share repurchases and cancellations alongside cash dividends. Following the Board meeting held earlier today, the Company formally d