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Stocks Reverse Early Gains, Micron Drops 3% as Trump Administration Plans New Semiconductor Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=2662084031","media":"TradingKey","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662084031?lang=en_us&edition=fundamental","pubTime":"2026-08-28 00:02","pubTimestamp":1787846571,"startTime":"0","endTime":"0","summary":"The Trump administration is considering launching a new round of broad semiconductor tariffs, potentially expanding the scope from chips themselves to chip-containing products such as laptops, gaming consoles, and data center servers. The core contradiction of this policy is that while the U.S. seeks to drive the reshoring of semiconductor manufacturing, it simultaneously relies heavily on imported high-end chips to build AI data centers. 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Shares in the Dutch maker of semiconductor-manufacturing equipment trade at a 27% discount to the historical average, despite the company's sector-leading earnings-per-share growth, the analysts say. The gap between ASML's share price performance and its growth forecasts is \"difficult to justify,\" they say. The company will expand its gross margin by more than any of its peers. Moreover, memory chip-makers are increasingly using ASML's lithography machines, undermining bearish analysts' views that demand would fall, the analysts add. Shares are down 13% for the quarter, though they remain up more than 60% for the year. The stock falls 0.2%.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EPAI","LU0823434740.USD","LU2543165471.USD","LU0345774631.USD","GSID","ASML","BK4543","ASMU","DBEU","LU0084288322.USD","ASMZ","LU2063271972.USD","BK4147","BK4588","IE00BD6J9T35.USD","FFGX","ASMH","IEFA","BK4585","ASMG","FENI","LU0345774391.USD","DBEF","IFLR","PQNT","CHPX","CGIC","LU0097036916.USD","LU1734074674.USD","ILOW","LU0823434583.USD","03165","HBMX","IE0004445239.USD","EFA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662279677","title":"European Chip Stocks Mixed Ahead of Nvidia Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2662279677","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662279677?lang=en_us&edition=fundamental","pubTime":"2026-08-26 16:38","pubTimestamp":1787733480,"startTime":"0","endTime":"0","summary":"0838 GMT - Shares of European semiconductor companies are mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International are down 0.6% and 0.4%, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor assembly equipment, is down 0.7%. German chip maker Infineon Technologies is up 0.9%. STMicroelectronics shares are up 1%. 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Steps up Green-Energy Push Amid Rising Electricity Consumption","url":"https://stock-news.laohu8.com/highlight/detail?id=2662764456","media":"Dow Jones","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662764456?lang=en_us&edition=fundamental","pubTime":"2026-08-26 12:06","pubTimestamp":1787717160,"startTime":"0","endTime":"0","summary":"0406 GMT - With AI and advanced-chip demand driving global expansion, TSMC is accelerating its renewable-energy transition, according to its latest sustainability report. The chip maker's electricity consumption reached 28.77 billion kilowatt-hours in 2025, up 12.6% from a year earlier, equivalent to roughly one-tenth of Taiwan's annual power consumption. TSMC aims for renewable energy to account for 60% of electricity use across its global operations by 2030, compared with 20.1% in 2025. 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