Semiconductor News & Analysis Feed
23353 articles
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.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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2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 14:33
/Courtesy of GLOBALFOUNDRIES Inc.
GLOBALFOUNDRIES Inc. said on the 4th that it completed the acquisition of Synopsys's ARC processor IP business unit on the 2nd (local time). The acquired business unit will be integrated into GLOBALFOUNDRIES Inc.'s subsidiary MIPS.
GLOBALFOUNDRIES Inc. said the acquisition allows it to complete a physical artificial int
2026-06-04
www.mk.co.kr
2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
www.msn.com
2026-06-04
MSN
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2026-06-04
finimize.com
2026-06-04
Finimize
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2026-06-04
www.fdd.org
2026-06-04
Foundation for Defense of Democracies
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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
Taiwan Semiconductor Manufacturing Co. (TSMC) told shareholders on June 4 that the AI surge is creating major opportunities, but also leaving TSMC with the bulk of the investment and operating burden. Chairman C.C. Wei said the company's long-term edge still...
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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 an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, said
2026-06-04
m.techflowpost.com
2026-06-04
深潮TechFlow
Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”?
2026.06.04
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Broadcom’s Q3 guidance
misses expectations by $1.…
For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-04
www.trendforce.com
2026-06-04
TrendForce
[News] TSMC Rejects High-NA EUV Investment Concerns, Confirms Purchase for R&D Use
2026-06-04 Semiconductors editor
News
Please note that this article cites information from TechNews, Liberty Times, Tom’s Hardware, and Reuters.
As Intel advances its High-NA EUV roadmap for its A14 node, market attention has turned to TSMC’s comparatively cautious approach to the cutting-edge lithography
2026-06-04
www.automotiveworld.com
2026-06-04
Automotive World
Silicon carbide is emerging as a primary performance arena for xEV inverter suppliers, with on-resistance now tied to vehicle range
June 4, 2026
Mitsubishi Electric will begin shipping samples of fifth-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form from late June. The devices target inverters for drive motors and eAxles in electrified