Semiconductor News & Analysis Feed
1228 articles
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung...
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly...
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2026-06-11
www.tradingview.com
2026-06-11
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Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Less than 1 min read
2330
−0.22%
TSMC (2330) May 2026 revenue NT$416.975B (~$13.17B), +30.1% YoY, +1.5% MoM; Jan–May revenue NT$1,961.804B (~$62B), +30.0% YoY, driven by AI infrastructure, smartphones, HPC demand
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TSMC (2330) gains from rising A
2026-06-11
cryptobriefing.com
2026-06-11
Crypto Briefing
Republican lawmakers challenge TSMC’s influence in Washington as lobbying spend hits $3.28M
The Taiwanese chip giant has deployed 22 lobbyists to shape US semiconductor policy, with 18 of them coming
2026-06-11
digitimes.com
2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.
2026-06-11
digitimes.com
2026-06-11
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
www.axios.com
2026-06-11
Axios
www.axios.com
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Privacy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Scoop: Republican lawmakers challenge TSMC's Washington clout
Madison Mills
Wed, June 10, 2026 at 4:36 PM PDT 2 min read
2330.TW
-2.17%
Illustration: Maura Kearns/Axios
A group of congressional Republicans is urging the U.S. International Trade Commission to enforce U.S. patent rights in a case involving Taiwan Semiconductor Manufacturing Co., according to a letter exclusively obtained by Axios.
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
news.alphastreet.com
2026-06-11
AlphaStreet
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TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
ANALYSIS
TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
NYSE
$TSM
June 10, 2026
5 min read
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Introduction
Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is often discussed as the cleanest public-market way to play artificial intelligence chip demand. That framing is not wrong, but
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-11
www.tradingview.com
2026-06-11
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-11
simplywall.st
2026-06-11
simplywall.st
Taiwan/Semiconductors/TWSE:2330
TSMC And Two AI Trade Stocks Reshaping Critical Supply Chains
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI related trade is surging, tariffs are reshaping supply chains, and competition for critical minerals is tightening. These shifts are already filtering through to company earnings risks and opportunities, especially for businesses
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Taiwan Export Curbs Put TSMC China Exposure And Valuation In Focus
Simply Wall St
Wed, June 10, 2026 at 9:14 AM PDT 3 min read
TSM
-3.20%
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Taiwan is weighing stricter export controls on advanced AI chips to China, including potential crim
2026-06-11
www.taipeitimes.com
2026-06-11
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday reported record revenue of NT$416.975 billion (US$13.17 billion) for last month, putting the world’s largest contract chipmaker on track to set a record for quarterly revenue.
Last month’s figure surpassed March’s record NT$415.19 billion and represented increases of 1.5 percent from April and 30.1 percent from a year earlier.
For the f
2026-06-10
www.tradingview.com
2026-06-10
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AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
www.techzine.eu
2026-06-10
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC sales jump 30 percent as AI chip demand stays strong
ERIK VAN KLINKEN
Jun 10, 2026, 8:34 PM GMT+8
TSMC posted a 30 percent rise in May revenue to NT$416.98 billion (roughly 11 billion euros), driven by sustained AI chip demand. Combined April and May sales are up around 24 percent year-on-year. CEO CC Wei told shareholders this month that chip supply will fall short of d
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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TSMC Posts 30% Revenue Growth as AI Trade Cools
TSMC Posts 30% Revenue Growth as AI Trade Cools
Less than 1 min read
TSM
−2.85%
2330
−2.17%
Taiwan Semiconductor Manufacturing Company
TSM
reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$