Semiconductor News & Analysis Feed

We use cookies to improve your experience and for marketing. Read our cookie policy or manage cookies. A new analysis examines the contrasting bullish and bearish perspectives on Taiwan Semiconductor Manufacturing (NYSE: TSM). The stock has delivered strong returns, rising approximately 140% over the past year and 30% year to date, according to the source. Taiwan Semiconductor Manufacturing, com

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TSMC slams the gas to expand chip production for AI giants, but shortages loom.

Industrial subsidies reached their highest level since the global financial crisis in 2023 and 2024, according to a June 2026 OECD release based on its new MAGIC database of industrial subsidies. The database tracks support received by 525 of the world's largest manufacturing groups across 15 industrial sectors from 2005 to 2024.

SambaNova used a Computex 2026 session on June 4 to make its most public case yet that the GPU-only approach to AI inference is hitting a fundamental wall — and to demonstrate, live on stage, an alternative architecture it calls disaggregated inference running in a production data center.