Semiconductor News & Analysis Feed
1206 articles
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] TSMC Reportedly Cuts 28nm Output by Over 25% Since Early 2026 as Advanced Node Push Accelerates
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Commercial Times and Economic Daily News.
As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that
2026-06-22
digitimes.com
2026-06-22
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMEShas been tracking the latest developments in TSMC's CoPoS advanced packaging technology, with glass core substrates emerging as the most closely watched variable in that story.
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
www.barchart.com
2026-06-22
Barchart.com
A close-up shot of the Taiwan Semi logo on a corporate building by Jack Hong via Shutterstock
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem is too large and too complex for one company to dominate everything. AI is actually several massive markets stacked together.
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why TSMC Doesn’t Even Need to Win the AI Race
Sushree Mohanty
Sun, June 21, 2026 at 12:36 PM PDT 4 min read
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Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem i
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
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Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
May revenue surge sparks optimism: Social media chatter highlights Taiwan Semiconductor's impressive May 2026 revenue of $13.2 billion, marking a 30.1% year-over-year jump, as participants link the gains directly to surging demand for advanced chips in AI applications.
Technical signals fuel momentum: Traders point to continued bullish indicators on daily charts, including a MACD golden cross, wi
2026-06-21
wccftech.com
2026-06-21
Wccftech
Samsung has proven that it can develop cutting-edge lithography, with its upcoming Exynos 2700 serving as an excellent example, as the company has been reported to be progressing well with its next flagship SoC. However, as far as its 2nm GAA process goes, a rumor states that when comparing Power, Performance, and Area (PPA) metrics, TSMC’s 2nm N2P is ahead in the race. This may explain why, along
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The robust upward surge and notable intraday volatility of Taiwan Semiconductor Manufacturing Comp
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
__fail__
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re