Semiconductor News & Analysis Feed
10834 articles
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
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TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Taiwan Semiconductor Manufacturing strengthens silicon shield strategy with $250B US investment deal
TSMC keeps its most advanced chip production at home while expanding globally, reinforcing Taiwan's
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Many tech stocks fell on Friday, as the artificial intelligence (AI)-fueled rally ran out of steam.
Here's how some of the top AI stocks fared today:
Nvidia (
NVDA
5.93%
), down 6%
Intel (
INTC
11.92%
), down 11%
Nebius (
NBIS
12.17%
), down 12%
Arm Holdings (
ARM
12.75%
), down 13%
Marvell Technology (
MRVL
15.74%
), down 16%
Image source: Getty Images.
The culprit
The downturn appears to ha
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
2026-06-06
digitimes.com
2026-06-06
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
2026-06-06
digitimes.com
2026-06-06
Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1 star Faker — Lee Sang-hyeok — co-signed an RTX 5090 graphics card, and immediately set the internet on fire.
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
6.60%
) is due to report its second-quarter 2026 earnings in mid-July and its monthly revenue figures next week. With shares trading near the 52-week high, should investors consider buying now?
Collapse
NYSE: TSM
Taiwan Semiconductor Manufacturing
Today's Change
(-6.60%) $-29.35
Current Price
$415.57
KEY DATA POINTS
Market Cap
$2.3T
Day's Range
$412.86 - $
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-06
eetimes.com
2026-06-06
Jensen Huang and AI frenzy steal the show at Computex 2026—dive in to see how Taiwan leads the electronics.
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
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2026-06-06
www.techtimes.com
2026-06-06
Tech Times
By Richard L. Wells
Published: Jun 05 2026, 16:21 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GE
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
For those that missed it, the Computex announcements on June 1 were substantive. Jensen Huang confirmed Vera Rubin (Blackwell's successor) is in full production
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.barchart.com
2026-06-06
Barchart.com
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