Semiconductor News & Analysis Feed
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2026-06-10
www.tradingview.com
2026-06-10
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2026-06-09
www.azfamily.com
2026-06-09
AZ Family
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona
TSMC is partnering with Arizona State University, Northern Arizona University and Grand Canyon University to offer intensive technician certification programs.
By Alaina Kwan
Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 21 minutes ago
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2026-06-09
www.kold.com
2026-06-09
KOLD
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona
The programs cover multiple specialty tracks and are built to move quickly so students can earn certifications that help them step into semiconductor jobs.
By Alaina Kwan
Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 7 hours ago
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PHOENIX (AZFamily) — Phoenix is in the
2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)
Fiona Craig
Tue, June 9, 2026 at 5:51 AM PDT 2 min read
TSM
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Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating s
2026-06-09
www.benzinga.com
2026-06-09
Benzinga
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2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Semiconductors/NYSE:TSM
A Look At Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Recent Share Price Gains
June 09, 2026
Simply Wall St
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Recent performance context for Taiwan Semiconductor Manufacturing (TSM)
Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn investor attention after recent share price moves. The stock is up 2.8
2026-06-09
www.chosun.com
2026-06-09
조선일보
By Park Ji-min
Published 2026.06.09. 15:28
Updated 2026.06.09. 15:37
Intel. /Reuters-News1
Google is reportedly set to produce some of its in-house artificial intelligence (AI) chips at Intel Foundry (a semiconductor contract manufacturer). Intel Foundry, which had struggled to secure major clients, is now seeing interest from Google following Apple’s tentative agreement last month. Analysts sug
2026-06-09
www.digitimes.com
2026-06-09
digitimes
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
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2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Why TSMC (TSM) Outpaced the Stock Market Today
Zacks Equity Research
Mon, June 8, 2026 at 2:45 PM PDT 3 min read
TSM
+2.80%
^GSPC
+0.30%
^DJI
-0.16%
^IXIC
+0.86%
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TSMC (TSM) ended the recent trading session at $426.80, demonstrating a +2.8% change from the preceding day's closing price. This change outpaced the S&P 500's 0.3% gain on the day. Meanwhile, the
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-09
www.taipeitimes.com
2026-06-09
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is now ranked ninth among the world’s 100 most valuable companies after its market capitalization more than doubled over the past year, PricewaterhouseCoopers (PwC) Taiwan said in a report last month.
TSMC’s market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, the accounting and consulting firm’s 2026 Global T
2026-06-08
www.indexbox.io
2026-06-08
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
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Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
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Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
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TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:56 AM PDT 3 min read
TSM
-6.69%
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
Contract chip manufacturing giant Taiwan Semiconductor Manufacturin
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) is now ranked ninth among the world's 100 most valuable companies after its market capitalization more than doubled over the past year, PwC Taiwan has said in a report.
TSMC's market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, according to the accounting and consulting firm's "2026 Global To
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Silvaco (SVCO) Launches Industry-First MIPI C-PHY/D-PHY Combo IP on TSMC N2P Process
Maham Fatima
Mon, June 8, 2026 at 4:25 AM AST 2 min read
SVCO
-13.61%
TSM
-6.69%
Silvaco Group Inc. (NASDAQ:SVCO) is one of the hot tech stocks to buy according to analysts. On May 19, Silvaco announced the immediate availability of its Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. This new sol