Alphabet Inc. & Semiconductor Manufacturing International Corporation
9 shared events · Importance 6 · Last updated Aug 23, 2026
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Business
Alphabet Inc.: Alphabet Inc. is a key counterparty, with its AI Overviews reducing traffic to Reddit and its data-licensing deal under renegotiation. Alphabet Inc.'s actions directly impact Reddit's business, but Alphabet Inc. itself is less affected.
Semiconductor Manufacturing International Corporation: TSMC's raised capex guidance triggered a tech sector de-rating, indirectly impacting Reddit's stock. The move signaled high costs of AI scaling, affecting investor sentiment across AI-linked equities.
Jul 16, 2026 · 6 articles
Business
Alphabet Inc.: Tiger Global reduced its Alphabet exposure by 45.4% to 5.8 million shares, contributing to the overall pullback from megacap tech.
Semiconductor Manufacturing International Corporation: Tiger Global and SoftBank reduced their holdings in Taiwan Semiconductor, reflecting a cautious stance on semiconductor stocks despite overall bullish tilt.
Aug 14, 2026 · 13 articles
Business
Alphabet Inc.: Alphabet's Google, a large data center operator, will be affected by higher AI server prices, increasing its infrastructure costs.
Semiconductor Manufacturing International Corporation: TSMC, as Nvidia's contract manufacturer, faces capacity constraints but benefits from sustained high demand for advanced chips.
Aug 22, 2026 · 27 articles
Business
Alphabet Inc.: Key AI hyperscaler; earnings and AI spending plans will influence AI trade and market sentiment.
Semiconductor Manufacturing International Corporation: Foreign semiconductor company; muted reaction to strong results indicates high expectations.
Apr 20, 2026 · 27 articles
Business
Alphabet Inc.: Reported negative cash flow, contributing to AI spending concerns. Stock gained modestly during the rally.
Semiconductor Manufacturing International Corporation: Gained on AI chip demand. Benefited from the global AI rally.
Jul 14, 2026 · 280 articles
Business
Alphabet Inc.: Berkshire's increased stake and $10 billion investment signal confidence in Alphabet's AI prospects, potentially boosting its stock. Alphabet's $80 billion AI infrastructure plan is a key growth driver.
Semiconductor Manufacturing International Corporation: TSMC is a manufacturing partner for Alphabet, but the investment does not directly affect TSMC.
Jul 08, 2026 · 33 articles
Business
Alphabet Inc.: Alphabet Inc. is in talks with Samsung to manufacture chips using SF4, potentially securing capacity.
Semiconductor Manufacturing International Corporation: TSMC's tight capacity and price increases are driving customers to Samsung, but TSMC retains dominant market share and benefits from overall strong AI demand.
Aug 19, 2026 · 9 articles
Business
Alphabet Inc.: Alphabet is a major cloud provider increasing AI infrastructure spending, indirectly driving demand for Intel's chips and contributing to the market context.
Semiconductor Manufacturing International Corporation: TSMC faces increased competition from Intel's foundry expansion, though the offering itself does not directly affect TSMC's operations.
Aug 10, 2026 · 14 articles
Tech
Alphabet Inc.: Huawei's smartphones lost access to Alphabet Inc.'s suite of apps due to US sanctions, highlighting the broader impact of the geopolitical standoff on consumer products.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) is Huawei's manufacturing partner in China, and its shares rose following Huawei's announcement, indicating potential benefits from the new chipmaking advancements.
May 25, 2026 · 42 articles
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