Semiconductor News & Analysis Feed

17 articles
2026-06-18
www.proactiveinvestors.com 2026-06-18 Proactive financial news
Tech Written by: Ian Lyall About this content Disclaimer No investment advice Share article Samsung Electronics ( KRX:005930 ) View Price & Profile Samsung draws advanced chipmaking interest as TSMC capacity tightens Published: 05:50 18 Jun 2026 EDT Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufact
2026-06-18
ca.finance.yahoo.com 2026-06-18 Yahoo! Finance Canada
Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive Thu, June 18, 2026 at 2:50 a.m. PDT 2 min read 005930.KS -0.14% TSM +6.94% 002594.SZ -0.61% 005935.KS +0.90% AMD +4.86% Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive uses images sourced from Shutterstock Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from pro
2026-06-18
uk.finance.yahoo.com 2026-06-18 Yahoo Finance UK
Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive Thu, 18 June 2026 at 2:50 am GMT-7 2 min read 005930.KS -0.14% 2330.TW +4.15% 002594.SZ -0.61% 005935.KS +0.90% AMD +1.35% Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive uses images sourced from Shutterstock Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from
2026-06-18
letsdatascience.com 2026-06-18 Let's Data Science
INFRASTRUCTURE semiconductors foundry market supply chain TSMC Capacity Crisis Benefits Samsung Foundry 4 sources | June 18, 2026 7.0 Relevance Score Photo: gizmochina.com · rights & takedowns QUICK SUMMARY Hide TSMC's leading-edge capacity is fully locked up by NVIDIA, Apple, and Broadcom, prompting a wave of customer conversations with Samsung Foundry. According to Nikkei Asia, AMD is in talks
2026-06-18
www.tradingview.com 2026-06-18 TradingView
News / GuruFocus / AMD, Intel Rise as TSMC Capacity Tightens AMD, Intel Rise as TSMC Capacity Tightens Less than 1 min read AMD +3.49% INTC +4.40% Advanced Micro Devices (AMD, Financials) and Intel moved higher as investors reacted to fresh signs that advanced chipmaking capacity remains tight. AMD rose about 3% in premarket trading. Intel gained roughly 4%. The move followed a report that Samsu
2026-06-17
www.investing.com 2026-06-17 Investing.com
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2026-06-16
memeburn.com 2026-06-16 Memeburn
TL;DR Google is reportedly in talks with Samsung to help manufacture its future AI chip, codenamed Icefish. TSMC will likely remain the primary producer, but capacity constraints are pushing Google to diversify suppliers. The move highlights how the AI boom is reshaping the global semiconductor industry and supply chains. Google could soon give Samsung a major role in building one of its most ad
2026-06-16
www.tradingview.com 2026-06-16 TradingView
News / GuruFocus / Google's Samsung Talks Highlight TSMC Capacity Crunch Google's Samsung Talks Highlight TSMC Capacity Crunch Less than 1 min read GOOG +2.61% Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become. Google is reportedly in talks with Samsung to make
2026-06-16
www.gurufocus.com 2026-06-16 GuruFocus
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2026-06-12
www.digitimes.com 2026-06-12 digitimes
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit
2026-06-12
digitimes.com 2026-06-12
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
2026-06-11
stocktwits.com 2026-06-11 Stocktwits
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2026-06-11
www.tweaktown.com 2026-06-11 TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere. VIEW GALLERY - 3 Hassam Nasir Tech Reporter Published Jun 10, 2026 6:10 PM CDT 2 minutes & 15 seconds read time TL;DR: Google reportedly ordered over th
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. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit
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.
2026-05-12
www.digitimes.com 2026-05-12 digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
2026-05-07
ts2.tech 2026-05-07 TechStock²
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