Semiconductor News & Analysis Feed
77 articles
2026-06-17
www.trendforce.com
2026-06-17
TrendForce
[News] TSMC, Amkor Sign 10-Year Arizona Advanced Packaging Pact to Complete the U.S. Chip Supply Chain
2026-06-17 Semiconductors editor
News
Please note that this article cites information from Amkor, ESM China, and Reuters.
TSMC is strengthening its U.S. advanced packaging supply chain through a new long-term partnership with Amkor. According to an Amkor press release, the two parties h
2026-06-17
digitimes.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-16
www.msn.com
2026-06-16
MSN
Key Points
Elon Musk's SpaceX went public at an initial market value of $1.8 trillion, making it the largest IPO in history.
Among the 15 largest U.S. IPOs on record, the average stock dropped 33% during its first year on the market.
SpaceX trades at 115 times sales, which is 95% more expensive than the most richly valued stock in the S&P 500.
10 stocks we like better than Space Exploration Te
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NYSE:TSM
US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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US congressional Republicans are urging the International Trade Commission to enforce US patent rights in a case involving Taiwan Semiconductor Manufacturing (NYSE:TSM).
The dispute focuses on allegations that TSMC chips inf
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
digitimes.com
2026-06-12
Samsung Electronics is regaining ground in high-bandwidth memory and foundry services, but advanced packaging remains a weak point in its bid to capture a larger share of the AI chip supply chain, according to industry sources and Korean media reports.
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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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
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
AI Data Centers Are Draining the Memory Chip Supply Chain, and Car and Phone Bills Will Show It
Trade groups warn Washington as Ericsson and Nokia push to renegotiate contracts, with consumer wireless and auto prices in the crosshairs.
BY TECHNOLOGY DESK
JUNE 7, 2026
The automotive industry is among the sectors facing cost pressure as AI data centers consume memory chips. [Image Source: The Drive
2026-06-04
news.google.com
2026-06-04
MacDailyNews
2026-06-04
www.sdxcentral.com
2026-06-04
SDxCentral
TSMC CEO warns AI demand could outstrip chip supply for ‘years’: report
Strait of Hormuz crisis compounds hardware shortfall, while TSMC CEO says added Arizona capacity won't meet surging U.S. demand
June 04, 2026 By Ben Wodecki Have your say
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– Taiwan Semiconductor Manufacturing Co., Ltd.
C.C. Wei, the CEO of TSMC, has issued a warning that global chips
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
finance.yahoo.com
2026-06-04
Yahoo Finance
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