Semiconductor News & Analysis Feed
546 articles
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
biz.chosun.com
2026-06-10
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.10. 06:00
"In the age of artificial intelligence (AI), no single corporations can do everything alone."
On the 3rd in Taipei, Taiwan, Terry Tsao, SEMI Taiwan president and global chief marketing officer (CMO), said the spread of AI is increasing the importance of collaboration within the semiconductor supply chain. Samsung Electronics and TSMC compete in the f
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)
Fiona Craig
Tue, June 9, 2026 at 5:51 AM PDT 2 min read
TSM
+1.45%
Trade TSM on Coinbase
Trading disclosure
chip semiconductor pcb 3 NEW SIZE ©PickPik
Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating s
2026-06-09
www.benzinga.com
2026-06-09
Benzinga
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2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Semiconductors/NYSE:TSM
A Look At Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Recent Share Price Gains
June 09, 2026
Simply Wall St
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Recent performance context for Taiwan Semiconductor Manufacturing (TSM)
Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn investor attention after recent share price moves. The stock is up 2.8
2026-06-09
www.astutegroup.com
2026-06-09
Astute Group
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2026-06-09
digitimes.com
2026-06-09
Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei. "Nvidia introduced four new products this week," he told reporters in Seoul.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
2026-06-09
digitimes.com
2026-06-09
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
digitimes.com
2026-06-09
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again dominated the conversation: Nvidia.
2026-06-09
www.benzinga.com
2026-06-09
Benzinga
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If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
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%
Trade TSM on Coinbase
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
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
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.