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June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Executive Says AI Demand Surge Is Unprecedented in 30 Years, Even With Factory Build Speed Quintupled, Supply Still Falls Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1110528728","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110528728?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:44","pubTimestamp":1788349491,"startTime":"0","endTime":"0","summary":"According to a report from Taiwanese media, Taiwan Semiconductor Manufacturing Senior Deputy General Manager Hou Young-ching stated that both the magnitude and the frequency of demand 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Chatter: Taiwan Semiconductor Manufacturing's Demand for Chipmaking Tools Near Double","url":"https://stock-news.laohu8.com/highlight/detail?id=2664049813","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664049813?lang=en_us&edition=fundamental","pubTime":"2026-09-02 18:44","pubTimestamp":1788345856,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing  chipmaking tool needs have nearly doubled since the end of 2025, Bloomberg reported Wednesday, citing a senior executive's comments at a conference.The company raised its own estimate of quarterly equipment purchases to about 1.9 times what it projected in December last year, Deputy Co-Chief Operating Officer Cliff Hou said, according to Bloomberg.Taiwan Semiconductor did not immediately reply to MT Newswires' request for 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traders moderately bearish in Taiwan Semi with shares up 0.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664863334","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664863334?lang=en_us&edition=fundamental","pubTime":"2026-09-02 01:00","pubTimestamp":1788282016,"startTime":"0","endTime":"0","summary":"Option traders moderately bearish in Taiwan Semi (TSM), with shares up 46c, or 0.11%, near $415.79. 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