Semiconductor News & Analysis Feed
576 articles
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
Headline
TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
www.myeverydaytech.com
2026-06-08
My Everyday Tech
Consumer News & Events
Cadence strikes new partnership with Samsung Foundry to deliver 2nm platform for AI chips
8 minutes ago Calvin Liew
Cadence and Samsung Foundry announced a multi-year expansion of their collaboration to develop a full portfolio of Memory and Interface IP certified for Samsung Foundry’s second-generation 2nm process technology.Mobile & Wireless
The signoff-ready platfor
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
Europe's semiconductor strategy is undergoing a quiet but significant reversal. After years of focusing on manufacturing capacity and supply-chain resilience, a new industry blueprint argues that Europe started in the wrong place. The next phase of policy must focus less on fabs and more on the conditions that create them: chip design, startup scale, local demand, and faster execution.
2026-06-08
news.google.com
2026-06-08
EE Times
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
AI Chips Today - NVIDIA and SK hynix: Advancing AI Infrastructure Together
June 08, 2026
Simply Wall St
NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure
2026-06-08
www.inkworldmagazine.com
2026-06-08
Ink World magazine -
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Connect with decision-mak
2026-06-08
www.forbes.com
2026-06-08
Forbes
LEADERSHIP
CAREERS
NSF, Commerce Expand Semiconductor Workforce Training CHIPS Network
ByShalin Jyotishi,
Contributor.
I cover the intersection of science, workforce, and industrial policy
Follow Author
Jun 08, 2026, 06:00am EDT
The CHIPS & Science Act-enabled National Network of Microelectronics Education, backed by the U.S. Commerce Department and the National Science Foundation, has expande
2026-06-08
www.bloomberg.com
2026-06-08
Bloomberg.com
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 3:32 PM PDT 5 min read
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Three of the largest buyers of Nvidia (NASDAQ: NVDA) chips are also three of the companies trying hardest to need fewer
2026-06-08
fortune.com
2026-06-08
Fortune
Nvidia Corp. Chief Executive Officer Jensen Huang said its new Vera central processing units will use SK Hynix Inc.’s memory chips as the two companies prepare to do more business in the coming year.
“We had a very big year this year with SK Hynix, and we are preparing for a very, very large second half of the year and next year,” Huang told reporters outside a Seoul restaurant on Sunday where h
2026-06-07
www.bloomberg.com
2026-06-07
Bloomberg
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2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
EU Launches Tech Sovereignty Package: Cloud Act Bars US Hyperscalers, Chips Act 2.0 Claims Emergency Override Powers
Cloud and AI Development Act would bar US hyperscalers from sensitive EU contracts; Chips Act 2.0 gives Brussels power to override commercial supply deals during crises.
BY TECHNOLOGY DESK
JUNE 7, 2026
Henna Virkkunen, Executive Vice-President for Tech Sovereignty, Security and Dem
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
tomshardware.com
2026-06-07
Zak Killian
A couple of new add-in cards exemplify the trend of slapping AMD's Promontory 21 chipset onto a card for extra I/O expansion.
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed Nvidia (NASDAQ: NVDA) as a semiconductor company. The company designed graphics processing units (GPUs), sold the