Semiconductor News & Analysis Feed
1195 articles
2026-06-27
www.asiae.co.kr
2026-06-27
아시아경제
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Is Raising 7nm Chip Prices Up To 10% As Expansion Builds
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC is reported to be raising prices by 5% to 10% on 7nm and below chip manufacturing processes.
The price changes target leading edge capacity used in AI, datacenter, and high performance computing chips.
The comp
2026-06-26
www.chosun.com
2026-06-26
조선일보
By Sung Ho-chul
Published 2026.06.27. 00:52
Updated 2026.06.29. 09:34
Taiwan Semiconductor Manufacturing Co. (TSMC), a leading semiconductor company, is currently constructing a 3-nanometer (nm) semiconductor factory in Japan, not in its home country. The site is located in Kikuyomachi, Kumamoto Prefecture, a small city with a population of 44,000 in southern Kyushu, Japan. This follows the comp
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
John Ballard, The Motley Fool
Fri, June 26, 2026 at 4:45 AM PDT 2 min read
2330.TW
+3.11%
NVDA
+2.63%
AAPL
+2.70%
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Trading disclosure
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconduct
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconductor Manufacturing (
TSM
1.36%
). It produces chips for Nvidia, Apple, and other leading tech companies. It's a wide-moat business that provides broad exposure to the AI chip market with one stock, making it the smartest way to invest in AI infrastructu
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are Intel (
INTC
+0.65%
) and Taiwan Semiconductor Manufacturing (
TSM
1.61%
). Intel's stock has soared 535% over the past year, while TSMC, as it is better known, shares have jumped 110%, as of this writing.
With both companies benefiti
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Intel vs. TSMC: Which is the Better Semiconductor Stock to Buy Right Now?
Chris Neiger, The Motley Fool
Thu, June 25, 2026 at 1:08 PM PDT 5 min read
INTC
+0.73%
2330.TW
0.00%
NVDA
-1.59%
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Trading disclosure
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are I
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
www.androidauthority.com
2026-06-26
Android Authority
Affiliate links on Android Authority may earn us a commission. Learn more.
Only a few years back, we were still looking forward to smartphone chips manufactured on a 2nm process as the next big thing. Fabrication advancements have now made 2nm chips a reality — so what’s next? Engineers have already been pushing the limits of physics for a while now, and although they’re probably going to come up
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
2330.TW
0.00%
AMKR
-4.57%
TSM
+1.02%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jump
2026-06-25
www.digitimes.com
2026-06-25
digitimes
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations...
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2026-06-25
m.techflowpost.com
2026-06-25
深潮TechFlow
研报解读：台积电 2027 年 AI 收入将翻倍，CoWoS 产能仍是瓶颈
2026.06.25
- 昨天
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研报解读：台积电 2027 年 AI
收入将翻倍，CoWoS 产能…
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
2026.06.25 - 11:48:07
台积电
AI
专注Web3行业深度报道，洞察潮水流动的方向
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
作者：Rita
潮向导读
摩根士丹利于 6 月 23 日发布台积电供应链深度报告。核心判断：基于最新供应链调查，上调了对 2027 年全球 CoWoS 先进封装需求的预测，认为台积电 AI 相关收入 2027 年将达 863 亿美元，较
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
digitimes.com
2026-06-25
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.