Semiconductor News & Analysis Feed
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2026-06-04
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www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
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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.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.trefis.com
2026-06-04
Trefis
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2026-06-04
news.google.com
2026-06-04
Bisinfotech
2026-06-04
www.electronicsweekly.com
2026-06-04
Electronics Weekly
Chips Act II proposed – much like Chips Act 1
The EU has proposed a Chips Act II which will give the Commission power to invest directly in new EU-based fabs instead of requiring companies to apply for subsidies.
The EU has now acknowledged that Chips Act I will not double Europe’s world market share by 2030 as intended.
Chips Act II is looking at a spend of $139 billion in public-private inves
2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
On June 04, 2026, Mitsubishi Electric Corp MIELY announced plans to start shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form by late June. These components are engineered for inverters in electric vehicles, plug-in hybrids, and other electrified vehicles. The new transistors boast a low on-resistance that is
2026-06-04
www.01net.it
2026-06-04
01net
www.01net.it
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2026-06-04
www.koreaherald.com
2026-06-04
The Korea Herald
Jensen Huang, CEO of Nvidia, and Chung Euisun, executive chair of Hyundai Motor Group, pose arm in arm during Nvidia's GeForce Gamer Festival at COEX in Seoul on Oct. 30, 2025. (Newsis)
Hyundai Motor Group, Nvidia and the South Korean government may establish an artificial intelligence technology center in the country, with a major industrial development zone in North Jeolla Province emerging as
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
news.google.com
2026-06-04
The Jerusalem Post
2026-06-04
wtvbam.com
2026-06-04
WTVB
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.tradingview.com
2026-06-04
TradingView
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