Semiconductor News & Analysis Feed
10838 articles
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.msn.com
2026-06-04
MSN
Broadcom's (AVGO) -13% post-earnings selloff has renewed attention on valuations across the semiconductor sector, where many of the industry's largest companies now carry some of the market's least attractive valuation grades despite benefiting from the ongoing AI boom.
The rapid adoption of artificial intelligence has fueled a powerful rally in chip stocks over the past two years, driving many s
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
news.google.com
2026-06-04
incrypted
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
www.dailysabah.com
2026-06-04
Daily Sabah
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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
www.msn.com
2026-06-04
MSN
WASHINGTON, June 3 (Reuters) - The drastic shift of memory chips to artificial intelligence data centers could lead to dramatic price hikes in consumer goods and disrupt supply chains, groups representing automakers, retailers, electronic firms and others said Wednesday.
The Alliance for Automotive Innovation, National Retail Federation, Medical Device Manufacturers Association, NCTA—The Internet
2026-06-04
www.scmp.com
2026-06-04
South China Morning Post
Semiconductors
Tech
‘Not afraid’: TSMC brushes off mainland chip rivals amid AI boom
Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions
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Howard Liuin Beijing
Published: 5:00pm, 4 Jun 2026
Taiwan Semiconductor Manufacturing Co (TSMC) chairman C.C. Wei said the w
2026-06-04
www.telecompaper.com
2026-06-04
Telecompaper
Broadcom CEO Hock Tan said the company achieved record revenue, operating profit and free cash flow in its second fiscal quarter to 03 May, driven by accelerating growth in AI semiconductor turnover and strong operating leverage. Its Q2 semiconductor income from AI climbed by 143 percent year on year to USD 10.8 billion, driven by rising demand for custom AI accelerators and AI networking. It expe
2026-06-04
news.google.com
2026-06-04
theinvestor.co.kr
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
stockstory.org
2026-06-04
StockStory
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2026-06-04
www.semiconductor-today.com
2026-06-04
Semiconductor Today
ROHM’s 750V SiC MOSFET adopted in battery backup unit for AI servers
ROHM says that its 750V silicon carbide (SiC) MOSFET has been adopted in a BBU (battery backup unit) for AI server power supplies. With the rise of generative AI, AI server power systems are shifting to higher voltages and rapidly transitioning to HVDC (high-voltage direct current) architectures. In this environment, ROHM’s devi
2026-06-04
evertiq.com
2026-06-04
Evertiq
© Commission Europeenne
Components | June 04, 2026
EU proposes Chips Act 2.0 and Cloud and AI Act
Evertiq
The European Commission has presented the European Technological Sovereignty Package, a set of legislative and strategic measures aimed at reducing Europe's dependence on foreign suppliers in semiconductors, AI, cloud computing and open source technology.
The two legislative proposals at the
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
aimagazine.com
2026-06-04
AI Magazine
Dell Technologies has announced an update to the Dell AI Factory, which will see NVIDIA support data processing, retrieval, orchestration and runtime workloads for agentic AI.
The expansion adds Dell PowerEdge servers built with NVIDIA Vera CPUs to what Dell describes as the industry’s broadest AI infrastructure portfolio.
McKinsey estimates there is a US$1tn opportunity for AI in industrial sec
2026-06-04
www.techzine.eu
2026-06-04
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC expects AI chip shortage to persist for years
MELS DEES
Jun 4, 2026, 3:43 PM GMT+8
Global demand for AI chips continues to far exceed production capacity. That’s according to TSMC CEO C.C. Wei, who expects it will take years before chip manufacturers can meet customer demand. The statement underscores the immense pressure on the semiconductor industry as hyperscalers and