Semiconductor News & Analysis Feed
12196 articles
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.msn.com
2026-06-04
MSN
Broadcom's (AVGO) -13% post-earnings selloff has renewed attention on valuations across the semiconductor sector, where many of the industry's largest companies now carry some of the market's least attractive valuation grades despite benefiting from the ongoing AI boom.
The rapid adoption of artificial intelligence has fueled a powerful rally in chip stocks over the past two years, driving many s
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
news.google.com
2026-06-04
incrypted
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
www.macrumors.com
2026-06-04
MacRumors
Apple's Overhauled Siri Will Reportedly Run on Nvidia's Blackwell Chips
Thursday June 4, 2026 2:38 am PDT by Tim Hardwick
Apple will rely on Google's fleet of Nvidia chips to power its overhauled version of Siri when it launches in September, according to a new report from The Information.
Last week, the outlet reported that Apple plans to highlight the on-device AI capabilities of its devices
2026-06-04
www.dailysabah.com
2026-06-04
Daily Sabah
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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
www.newelectronics.co.uk
2026-06-04
New Electronics
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Neil Tyler
04 Jun 2026
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Reshaping the technology landscape in Europe
FAMES pilot line aims to strengthen Europe’s semiconductor capabilities
Siemens signs agreement to support European chip design initiative
European Chips Act 2.0 embraces a long-term industrial
2026-06-04
www.reuters.com
2026-06-04
Reuters
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom, its CEO said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the Taiwanese city of Hsinchu, said customers a
2026-06-04
www.msn.com
2026-06-04
MSN
SK Hynix (HXSCL) told investors that it received “tremendously positive” feedback on its proposed U.S. listing as the South Korean company benefits from strong demand for advanced memory chips needed to run AI data centers, Reuters reported, citing a source with knowledge of the matter.
In March, the memory chipmaker said it filed a confidential application with the U.S. Securities and Exchange
2026-06-04
news.google.com
2026-06-04
Market.us
2026-06-04
www.msn.com
2026-06-04
MSN
WASHINGTON, June 3 (Reuters) - The drastic shift of memory chips to artificial intelligence data centers could lead to dramatic price hikes in consumer goods and disrupt supply chains, groups representing automakers, retailers, electronic firms and others said Wednesday.
The Alliance for Automotive Innovation, National Retail Federation, Medical Device Manufacturers Association, NCTA—The Internet
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.scmp.com
2026-06-04
South China Morning Post
Semiconductors
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‘Not afraid’: TSMC brushes off mainland chip rivals amid AI boom
Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions
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Howard Liuin Beijing
Published: 5:00pm, 4 Jun 2026
Taiwan Semiconductor Manufacturing Co (TSMC) chairman C.C. Wei said the w
2026-06-04
www.telecompaper.com
2026-06-04
Telecompaper
Broadcom CEO Hock Tan said the company achieved record revenue, operating profit and free cash flow in its second fiscal quarter to 03 May, driven by accelerating growth in AI semiconductor turnover and strong operating leverage. Its Q2 semiconductor income from AI climbed by 143 percent year on year to USD 10.8 billion, driven by rising demand for custom AI accelerators and AI networking. It expe
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