Some positive news coming out from major chipmakers and electronic equipment around the world (Taiwan, Netherlands, United States)

This week, we take some time to digest these news to evaluate potential investment opportunities.

Before we proceed, we have some interesting content this week that might change how you think about your portfolio!

Feature Content

Towkay Talk

Stock Rundowns

IPOs

Cheers,
InvestKaki Team 🤜🤛

Moving on, here are the news that shocked the world…

Meta $META ( ▼ 2.79% ): Meta will be investing in a 5 GW data centre supercluster in Richland Parish that is worth US$50 billion, with generous tax rebates and energy deals from U.S. states [Read More]

Netflix $NFLX ( ▼ 7.26% ): Netflix financial results disappointed, as its was roughly in line with expectations. Both revenue and profits were up by 13% and 9% respectively on higher membership revenue and hike in streaming prices [Read More]

IBM $IBM ( ▼ 2.91% ): IBM’s share price reached by 25% after it issued a profit warning as its software and hardware sales faltered. Companies are now investing more into memory to power their AI tools. [Read More]

United Airlines $UAL ( ▼ 2.86% ): United Airlines financial results topped expectations. Revenue rose by 16%, but it warns of higher fuel operating costs. It projects that it will incur US$6 billion in 2026 as the U.S.-Iran conflict flares up again [Read More]

Goldman Sachs $GS ( ▼ 2.76% ): Results topped expectations as profit grew by 12% on higher equities trading and asset wealth management. However, revenue is down by 3% as it sold its Apple Card portfolio to JP Morgan Chase [Read More]

Here are the news covering the Asia market…

CXMT: Changxin Memory Technology, a Chinese chipmaker is seeking US$8.6 billion in funds from the market, as it looks to list on the Shanghai Star Market. This values the company at US$85 billion. [Read More]

Keppel: Keppel has signed its fifth and last customer for its Bifrost Cable System and expects to book US$1.5 billion in revenue over 25 years [Read More]

Changi Airport: Changi Airport has awarded a contract to Nakano Singapore to construct a new six-storey office development at Terminal 3 [Read More]

Lum Chang Creations: Lum Chang has been awarded a US$32.9 million contract for North-South Corridor at Teck Ghee station [Read More]

CapitaLand Ascendas REIT: CapitaLand Ascendas REIT is divesting its Kim Chuan Telecommunications Complex at 38 Kim Chuan Road for US$200 million, double the original purchase price in 2005 [Read More]

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TSMC manufactures, packages and tests integrated circuits and other semiconductor devices.

👆 What is up: TSMC recently reported 2Q 2026 earnings results. And it exceeded expectations.

💪 Investment Case: Valuation for TSMC is still cheap. Price-to-earnings ratio is at 33 times compared to its peers’ average of 44.4 times.

TSMC’s committed US$100 billion investment into Arizona shows that the AI industry still has legs to run. With talks of a supply crunch now, TSMC would be able to raise prices for its products.

⚡ What to be careful about: Overall spending by companies in the AI sector could slow down as concerns arise on the return on investments on AI projects.

❓ Market Analysts: Target price of NT$3.06k with an implied upside of +24%.

ASML sells critical high-tech equipment required by other chipmakers to make advanced chips.

👆 What is up: ASML has announced recent plans to expand its low-NA EUV and DUV immersion capacity by 30% in 2027.

💪 Investment Case: ASML’s equipment are highly demanded by major chipmakers for the AI sector. Without them, they can’t produce high-tech 3nm chips that are in high demand by AI players. Most of its capacity expansion have already got buyers, and the company could expand again by 30% in 2028 to meet demand.

⚡ What to be careful about: Broader slowdown in the AI sector.

❓ Market Analysts: Target price of EUR1.94k with an implied upside of +21.5%

Broadcom designs, develops and supplies various semiconductor devices.

👆 What is up: Apple has expanded its partnership with Broadcom to US$30 billion in chipmaking. The deal will produce 15 billion U.S.-made chips, and expand Broadcom’s Fort Collins location.

💪 Investment Case: With strong links to Apple, Broadcom has a steady client to sell its products to. Apple is also desperate to secure supply of semiconductor chips and components that are going through a supply crunch at this point. Hence, Broadcom could have pricing power here.

⚡ What to be careful about: Potential slowdown in Apple product sales, that could reduce demand for Broadcom’s products.

❓ Market Analysts: Target price of US$525 with an implied upside of +40%

And that’s a wrap!

Cheers,
James Yeo~