Microsoft & Semiconductor Manufacturing International Corporation
4 shared events · Importance 4 · Last updated Aug 23, 2026
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Business
Microsoft: Microsoft is part of the Roundhill Magnificent Seven ETF, with nearly 44% of institutional filers trimming their holdings in the group, reflecting reduced exposure to 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
Microsoft: Reported strong quarterly earnings, with Azure growth and AI monetization reassuring investors. Stock surged to its best day in 18 years, adding $450 billion in market value.
Semiconductor Manufacturing International Corporation: Gained on AI chip demand. Benefited from the global AI rally.
Jul 14, 2026 · 280 articles
Business
Microsoft: Microsoft, a major data center operator, faces higher server costs due to Nvidia's price increase, potentially impacting its cloud infrastructure margins.
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
Microsoft: Microsoft 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
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