Semiconductor News & Analysis Feed
11989 articles
2026-06-04
news.google.com
2026-06-04
Bits&Chips
2026-06-04
evertiq.com
2026-06-04
Evertiq
© Commission Europeenne
Components | June 04, 2026
EU proposes Chips Act 2.0 and Cloud and AI Act
Evertiq
The European Commission has presented the European Technological Sovereignty Package, a set of legislative and strategic measures aimed at reducing Europe's dependence on foreign suppliers in semiconductors, AI, cloud computing and open source technology.
The two legislative proposals at the
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
www.indexbox.io
2026-06-04
IndexBox
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2026-06-04
aimagazine.com
2026-06-04
AI Magazine
Dell Technologies has announced an update to the Dell AI Factory, which will see NVIDIA support data processing, retrieval, orchestration and runtime workloads for agentic AI.
The expansion adds Dell PowerEdge servers built with NVIDIA Vera CPUs to what Dell describes as the industry’s broadest AI infrastructure portfolio.
McKinsey estimates there is a US$1tn opportunity for AI in industrial sec
2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
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2026-06-04
discoveryalert.com.au
2026-06-04
Discovery Alert
For decades, the rare earth industry operated in near-total obscurity. Prices were low, supply seemed abundant, and the intricate chemistry required to separate these elements from ore was considered too costly and complex for most Western nations to bother with. China stepped into that vacuum with extraordinary deliberateness, building processing infrastructure, subsidising production, and system
2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.techzine.eu
2026-06-04
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC expects AI chip shortage to persist for years
MELS DEES
Jun 4, 2026, 3:43 PM GMT+8
Global demand for AI chips continues to far exceed production capacity. That’s according to TSMC CEO C.C. Wei, who expects it will take years before chip manufacturers can meet customer demand. The statement underscores the immense pressure on the semiconductor industry as hyperscalers and
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
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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
focustaiwan.tw
2026-06-04
Focus Taiwan
Taipei, June 4 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) Chairman and CEO C.C. Wei (魏哲家) said Thursday the chipmaker delivered a record year in 2025, with its stock more than doubling and cash dividends growing over 30 percent, while expressing confidence that booming demand for artificial intelligence will sustain growth in the years ahead.
Speaking at TSMC's annual shareholders' meeti
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
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2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
www.reuters.com
2026-06-04
Reuters
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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