Semiconductor News & Analysis Feed
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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
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2026-06-04
Investing.com
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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
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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
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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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
news.google.com
2026-06-04
Modern Diplomacy
2026-06-04
news.google.com
2026-06-04
Let's Data Science
2026-06-04
letsdatascience.com
2026-06-04
Let's Data Science
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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
simplywall.st
2026-06-04
simplywall.st
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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
news.google.com
2026-06-04
Bisinfotech
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
www.investing.com
2026-06-04
Investing.com
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2026-06-04
news.google.com
2026-06-04
The Jerusalem Post
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