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Nvidia, TSMC, ASML, Samsung and Micron: the chipmakers, the shortage and their shares. 8 items, newest first.
October 2026
- EquitiesTSMC earnings: profit up 69%, yet the shares fell 2%
TSMC's third-quarter profit rose 68.7% and it expects up to $54.3bn in sales next quarter. Its shares still fell 2% in Taipei, caught in the chip sell-off.
- EquitiesChip stocks lose 11.6% in six days, and S&P 500 profit growth leans on them
The Philadelphia semiconductor index fell 4.3% on Wednesday after a hot inflation report. Chipmakers are expected to provide much of the S&P 500's third-quarter profit growth.
- EquitiesASML results: record €11.7bn sales, and more demand than it can supply in 2027 and 2028
ASML's third-quarter results beat its own forecast and it raised its 2026 outlook again. Chipmakers now want more machines than it can build in 2027 and 2028.
- EquitiesNvidia is too big to fail
Nvidia guarantees $108.5bn of data-centre leases, $105bn of them for OpenAI, and holds $51.2bn of private stakes. Its filings show why it is too big to fail.
- EquitiesNvidia and Reflection AI: talks to buy the open-model start-up it already backs
Nvidia is in talks to buy Reflection AI or invest more in it, having already put in $800m. It is the chipmaker's latest bet on open AI models made in America.
- EquitiesSamsung earnings: third-quarter profit rose almost ninefold to 107.4tn won
Samsung earnings guidance puts third-quarter operating profit at 107.4tn won, about $76bn, almost nine times last year's, as AI demand keeps memory chips short.
- EquitiesDeepSeek and Huawei go after the software that keeps Nvidia on top
This year's chip rally rests on a few leaders. China is building its own chips, memory and software to replace them. Nvidia barely moved, but a DeepSeek scare cost it $593bn in a day last year.
- EquitiesMicron says the memory shortage will get worse, not better
Revenue rose 379% to $54.2bn and the gross margin reached 87%. Micron expects supply to be much tighter in 2027 and 2028. The shares, up 273% this year, rose 3%.
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