Semiconductor News & Analysis Feed
595 articles
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
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
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
www.benzinga.com
2026-06-09
Benzinga
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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
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
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.
2026-06-08
digitimes.com
2026-06-08
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
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
2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-06
tomshardware.com
2026-06-06
Jowi Morales
Gamers and enthusiasts are getting new affordable options pretty soon.
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Nvidia’s $150B Taiwan investment supercharges the silicon shield as Computex puts AI center stage
Jensen Huang's tenfold spending increase in Taiwan reinforces the island's position as the world's mos
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Taiwan Semiconductor Manufacturing strengthens silicon shield strategy with $250B US investment deal
TSMC keeps its most advanced chip production at home while expanding globally, reinforcing Taiwan's
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
digitimes.com
2026-06-06
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
2026-06-06
digitimes.com
2026-06-06
Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1 star Faker — Lee Sang-hyeok — co-signed an RTX 5090 graphics card, and immediately set the internet on fire.