Semiconductor News & Analysis Feed
439 articles
2026-06-04
cryptobriefing.com
2026-06-04
Crypto Briefing
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
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
stockstory.org
2026-06-04
StockStory
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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.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
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
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June 4, 2026
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
www.indiatoday.in
2026-06-04
India Today
HomeTechnologyNewsTSMC CEO warns AI demand is so high, chip shortage can last for years
TSMC CEO warns AI demand is so high, chip shortage can last for years
TSMC has said AI-driven chip demand will continue to exceed supply for years. The warning points to sustained pressure on electronics prices despite new US capacity.
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TSMC CEO CC Wei says AI-driven chip demand will outpace supply
2026-06-04
www.indiatoday.in
2026-06-04
India Today
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
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
finimize.com
2026-06-04
Finimize
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2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
TSMC chairman C.C. Wei told shareholders on June 4 that the company sees no reason to cut capital spending, citing strong demand for advanced chips, continuing expansion in the US, and growing interest in robots and autonomous vehicles.
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2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
www.wsj.com
2026-06-04
WSJ
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2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
eetimes.com
2026-06-03
Low-power memory has evolved from its mobile device roots to meet the demands of AI data centers.