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Semiconductor sector awaits NVIDIA earnings amid AMD growth
The semiconductor industry is facing a pivotal week as investors await NVIDIA's quarterly earnings report. Analysts expect NVIDIA to report revenue between 91 and 92 billion dollars, representing a roughly 95 percent year-on-year increase. This report is viewed as a critical indicator for the broader AI and semiconductor sectors.
In anticipation of these results, AMD has received a 'Strong Buy' upgrade from Raymond James, with a price target raised to 641 dollars. Analysts highlight AMD's growing dominance in the server-CPU market, which is projected to reach 201 billion dollars by 2030. Notably, AMD has achieved a 46.4 percent market share in server CPUs and a record 30.3 percent in the PC market, while Intel's x86-CPU market share fell below 70 percent for the first time since 1995.
TSMC remains a central figure in the supply chain. The company reported July revenue of 467.58 billion TWD, a 44.7 percent increase year-on-year, and has raised its 2026 capital expenditure guidance to between 60 billion and 64 billion dollars to expand advanced manufacturing capacity. Market volatility remains high, with the VanEck Semiconductor ETF showing 49 percent annualized volatility as the industry prepares for upcoming financial disclosures.
Entities
ABB · AMD · Intel · Nestlé · Nvidia · Raymond James · Roche · SIX Swiss Exchange · Swiss Leader Index · Swiss Market Index · Swiss Re · TSMC
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 2 SOURCES] Roche holds the largest market capitalization in the SLI at 319.438 billion euros.
- [● 2 SOURCES] The Swiss Leader Index (SLI) rose by approximately 0.17 to 0.19 percent by midday on August 24, 2026.
- [● 2 SOURCES] Swiss Re is estimated to have the lowest price-to-earnings (P/E) ratio in the SLI for 2026 at 10.40.
- [● 2 SOURCES] Roche and Sandoz were among the declining stocks in the SLI.
- [● 2 SOURCES] UBS recorded the highest trading volume within the SLI.
- [● 2 SOURCES] Richemont and Helvetia Baloise were among the strongest performing stocks in the SLI.
- [● 2 SOURCES] Raymond James upgraded AMD to 'Strong Buy' and raised its price target from 565 to 641 dollars. www.kapitalmarktexperten.de · www.finanzen100.de
- [○ 1 SOURCE] AMD achieved a server-CPU market share of 46.4 percent. www.kapitalmarktexperten.de
- [○ 1 SOURCE] TSMC's July revenue reached 467.58 billion TWD, a year-on-year increase of 44.7 percent. www.thehubnews.net
- [○ 1 SOURCE] TSMC revised its 2026 capital expenditure guidance to between 60 billion and 64 billion dollars. www.thehubnews.net
- [● 2 SOURCES] Analysts expect NVIDIA's second-quarter revenue to reach approximately 91 to 92 billion dollars. www.ad-hoc-news.de
- [○ 1 SOURCE] Intel's x86-CPU market share fell below 70 percent in the second quarter of 2026 for the first time since 1995. www.kapitalmarktexperten.de