Semiconductor News & Analysis Feed
12135 articles
2026-06-04
www.japantimes.co.jp
2026-06-04
The Japan Times
SEOUL –
When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won’t be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show.
While a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea’s critical position in the AI landscap
2026-06-04
www.msn.com
2026-06-04
MSN
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s global chip supply will fall short of AI-fueled demand for years to come, chief executive officer C.C. Wei said, suggesting production capacity remains a key bottleneck in the buildout of global computing infrastructure.
TSMC won’t be able to fulfill demand led by American customers even as more manufacturing capacity comes online in the US
2026-06-04
focustaiwan.tw
2026-06-04
Focus Taiwan
Taipei, June 4 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) Chairman and CEO C.C. Wei (魏哲家) said Thursday the chipmaker delivered a record year in 2025, with its stock more than doubling and cash dividends growing over 30 percent, while expressing confidence that booming demand for artificial intelligence will sustain growth in the years ahead.
Speaking at TSMC's annual shareholders' meeti
2026-06-04
www.newelectronics.co.uk
2026-06-04
New Electronics
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Neil Tyler
04 Jun 2026
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LMT IoT and Infineon partner to support development of connected edge AI devices
News
2 mins read
LMT IoT and Infineon Technologies have announced a new partnership aimed at helping startups and product companies accelerate the development and deployment of connected edge arti
2026-06-04
www.msn.com
2026-06-04
MSN
The AI boom has not only troubled professionals, as companies lay off workers to ramp up spending on AI infrastructure, but it has also triggered a massive surge in demand for chips and memory. That growing demand has contributed to higher prices for electronic devices such as laptops, smartphones, gaming consoles, and more. And if the latest comments from Taiwan Semiconductor Manufacturing Compan
2026-06-04
counterpointresearch.com
2026-06-04
Counterpoint Research
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2026-06-04
www.msn.com
2026-06-04
MSN
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) - Taiwan's TSMC, the world's largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom, its CEO said on Thursday.
C.C. Wei, speaking at TSMC's annual shareholders' meeting in the Taiwanese city of Hsinchu, said customers a
2026-06-04
whtc.com
2026-06-04
WHTC
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) – Taiwan’s TSMC, the world’s largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides an AI boom, its chief executive said on Thursday.
C.C. Wei, speaking at TSMC’s annual shareholders’ meeting in the northern Taiwanese city of Hsinchu, said
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
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dram
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micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
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June 4, 2026
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-04
www.ft.com
2026-06-04
Financial Times
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2026-06-04
www.indiatoday.in
2026-06-04
India Today
HomeTechnologyNewsTSMC CEO warns AI demand is so high, chip shortage can last for years
TSMC CEO warns AI demand is so high, chip shortage can last for years
TSMC has said AI-driven chip demand will continue to exceed supply for years. The warning points to sustained pressure on electronics prices despite new US capacity.
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TSMC CEO CC Wei says AI-driven chip demand will outpace supply
2026-06-04
www.indiatoday.in
2026-06-04
India Today
The AI boom has not only troubled professionals, as companies lay off workers to ramp up spending on AI infrastructure, but it has also triggered a massive surge in demand for chips and memory. That growing demand has contributed to higher prices for electronic devices such as laptops, smartphones, gaming consoles, and more. And if the latest comments from Taiwan Semiconductor Manufacturing Compan
2026-06-04
www.marketscreener.com
2026-06-04
marketscreener.com
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2026-06-04
www.electronicsweekly.com
2026-06-04
Electronics Weekly
Chips Act II proposed – much like Chips Act 1
The EU has proposed a Chips Act II which will give the Commission power to invest directly in new EU-based fabs instead of requiring companies to apply for subsidies.
The EU has now acknowledged that Chips Act I will not double Europe’s world market share by 2030 as intended.
Chips Act II is looking at a spend of $139 billion in public-private inves
2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
On June 04, 2026, Mitsubishi Electric Corp MIELY announced plans to start shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form by late June. These components are engineered for inverters in electric vehicles, plug-in hybrids, and other electrified vehicles. The new transistors boast a low on-resistance that is
2026-06-04
www.01net.it
2026-06-04
01net
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2026-06-04
www.koreaherald.com
2026-06-04
The Korea Herald
Jensen Huang, CEO of Nvidia, and Chung Euisun, executive chair of Hyundai Motor Group, pose arm in arm during Nvidia's GeForce Gamer Festival at COEX in Seoul on Oct. 30, 2025. (Newsis)
Hyundai Motor Group, Nvidia and the South Korean government may establish an artificial intelligence technology center in the country, with a major industrial development zone in North Jeolla Province emerging as
2026-06-04
wtvbam.com
2026-06-04
WTVB
By Wen-Yee Lee
HSINCHU, Taiwan, June 4 (Reuters) – Taiwan’s TSMC, the world’s largest contract chipmaker, is confident in its growth over the next few years, thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom, its CEO said on Thursday.
C.C. Wei, speaking at TSMC’s annual shareholders’ meeting in the Taiwanese city of Hsinchu, said customers a
2026-06-04
biz.chosun.com
2026-06-04
Chosunbiz
By
Lee Ho-jun
Published 2026.06.04. 14:33
/Courtesy of GLOBALFOUNDRIES Inc.
GLOBALFOUNDRIES Inc. said on the 4th that it completed the acquisition of Synopsys's ARC processor IP business unit on the 2nd (local time). The acquired business unit will be integrated into GLOBALFOUNDRIES Inc.'s subsidiary MIPS.
GLOBALFOUNDRIES Inc. said the acquisition allows it to complete a physical artificial int