Semiconductor News & Analysis Feed
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2026-06-04
GuruFocus
Cerebras Systems (CBRS) is expanding relationships across the artificial intelligence infrastructure market and is open to additional collaborations similar to its existing arrangement with Amazon (AMZN), according to comments made Wednesday at the Bloomberg Tech conference.
Cerebras Chief Executive Andrew Feldman said the company is working with a broad range of technology suppliers involved in
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TSMC CEO warns AI demand could outstrip chip supply for ‘years’: report
Strait of Hormuz crisis compounds hardware shortfall, while TSMC CEO says added Arizona capacity won't meet surging U.S. demand
June 04, 2026 By Ben Wodecki Have your say
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– Taiwan Semiconductor Manufacturing Co., Ltd.
C.C. Wei, the CEO of TSMC, has issued a warning that global chips
2026-06-04
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2026-06-04
Stocktwits
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2026-06-04
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2026-06-04
Yahoo Finance
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2026-06-04
Crypto Briefing
TSMC CEO outlines efforts to enhance cost-effectiveness of High-NA EUV
The world's largest chipmaker is pumping the brakes on $400M-per-unit lithography tools, opting to squeeze more life out of curre
2026-06-04
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2026-06-04
Benzinga
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2026-06-04
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TSMC CEO announces capacity expansions in Japan and Germany to meet growing chip demand
The world's largest chipmaker is investing billions to build out manufacturing in Kumamoto and Dresden, targetin
2026-06-04
www.businessinsider.com
2026-06-04
Business Insider
His leadership of the biggest company on Earth doesn't just have an impact on Nvidia stock. His comments have sparked major rallies—and losses—in other parts of the market.
As the AI trade commands more and more attention, Huang's remarks have become fodder for investors looking for the next frontier in tech.
Here are four instances when Huang's remarks have fueled moves in various corners of th
2026-06-04
www.japantimes.co.jp
2026-06-04
The Japan Times
SEOUL –
When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won’t be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show.
While a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea’s critical position in the AI landscap
2026-06-04
www.msn.com
2026-06-04
MSN
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s global chip supply will fall short of AI-fueled demand for years to come, chief executive officer C.C. Wei said, suggesting production capacity remains a key bottleneck in the buildout of global computing infrastructure.
TSMC won’t be able to fulfill demand led by American customers even as more manufacturing capacity comes online in the US
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
www.msn.com
2026-06-04
MSN
The AI boom has not only troubled professionals, as companies lay off workers to ramp up spending on AI infrastructure, but it has also triggered a massive surge in demand for chips and memory. That growing demand has contributed to higher prices for electronic devices such as laptops, smartphones, gaming consoles, and more. And if the latest comments from Taiwan Semiconductor Manufacturing Compan