Semiconductor News & Analysis Feed
1229 articles
2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Why TSMC (TSM) Outpaced the Stock Market Today
Zacks Equity Research
Mon, June 8, 2026 at 2:45 PM PDT 3 min read
TSM
+2.80%
^GSPC
+0.30%
^DJI
-0.16%
^IXIC
+0.86%
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Trading disclosure
TSMC (TSM) ended the recent trading session at $426.80, demonstrating a +2.8% change from the preceding day's closing price. This change outpaced the S&P 500's 0.3% gain on the day. Meanwhile, the
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-09
www.taipeitimes.com
2026-06-09
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is now ranked ninth among the world’s 100 most valuable companies after its market capitalization more than doubled over the past year, PricewaterhouseCoopers (PwC) Taiwan said in a report last month.
TSMC’s market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, the accounting and consulting firm’s 2026 Global T
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
GOOG
-1.25%
INTC
+11.19%
TSM
+2.80%
NVDA
+1.73%
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Trading disclosure
Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
By
Cris Tolomia
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Published 2 hours ago
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Matthias Balk/picture alliance via Getty Images
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
Headline
TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:56 AM PDT 3 min read
TSM
-6.69%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
Contract chip manufacturing giant Taiwan Semiconductor Manufacturin
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) is now ranked ninth among the world's 100 most valuable companies after its market capitalization more than doubled over the past year, PwC Taiwan has said in a report.
TSMC's market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, according to the accounting and consulting firm's "2026 Global To
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Silvaco (SVCO) Launches Industry-First MIPI C-PHY/D-PHY Combo IP on TSMC N2P Process
Maham Fatima
Mon, June 8, 2026 at 4:25 AM AST 2 min read
SVCO
-13.61%
TSM
-6.69%
Silvaco Group Inc. (NASDAQ:SVCO) is one of the hot tech stocks to buy according to analysts. On May 19, Silvaco announced the immediate availability of its Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. This new sol
2026-06-08
www.msn.com
2026-06-08
MSN
・Despite the supply-demand gap, CEO Wei added that TSMC will refrain from suddenly raising prices to maintain a stable business.
・Two plots of land acquired in Arizona should be enough to satisfy TSMC's needs for a decade, Wei said.
・CEO Wei stated that the company will not be able to meet demands from its American customers even after its manufacturing facilities get operational in the U.S.
Ta
2026-06-08
www.electronicsweekly.com
2026-06-08
Electronics Weekly
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2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan shares fell sharply in early trading Monday, with the benchmark index shedding more than 2,600 points as investors reacted to a sharp sell-off on Wall Street and mounting concerns that high interest rates could derail the artificial intelligence-driven market rally.
The Taiex fell below its 20-day moving average, dropping to around 42,389 points shortly after the marke
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
__fail__
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Portfolio inclusions: Recent social media posts frequently list TSM among key holdings in diversified tech strategies alongside names like NVDA and AVGO. Analysts note its central role in advanced chip production amid ongoing demand. This pattern underscores steady attention to semiconductor supply chains.
Investment approaches: Participants share balanced portfolios featuring TSM with establishe
2026-06-06
simplywall.st
2026-06-06
simplywall.st
__fail__
2026-06-06
www.magzter.com
2026-06-06
Magzter
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TSMC expects demand for artificial intelligence chips to outpace supply for an extended period, with CEO C. C. Weiindicating it will take “a long time” before the company can fully meet global needs.
The outlook underscores how deeply Al has reshaped the semiconducto
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
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TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-06
www.techtimes.com
2026-06-06
Tech Times
By Richard L. Wells
Published: Jun 05 2026, 16:21 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/GE