Semiconductor News & Analysis Feed

873 articles
2026-06-16
www.insidermonkey.com 2026-06-16 Insider Monkey
NEWS Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages Published on June 16, 2026 at 2:27 am by ASHAR JAWAD in News SHARE Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremony for a new science park in Pingtung, the company’s
2026-06-16
finance.yahoo.com 2026-06-16 Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages Ashar Jawad Mon, June 15, 2026 at 11:27 PM PDT 2 min read 2330.TW -1.46% TSM -3.53% Trade TSM on Coinbase Trading disclosure Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremo
2026-06-16
www.moomoo.com 2026-06-16 Moomoo
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2026-06-16
digitimes.com 2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
digitimes.com 2026-06-16
A South Korean media report claiming TSMC is preparing to launch panel-level packaging at mass-production scale as early as 2027 has drawn skepticism from Taiwan industry sources, who say the timeline is likely premature and that the company remains focused on evaluating multiple advanced-packaging options.
2026-06-16
digitimes.com 2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
www.frontier-enterprise.com 2026-06-16 Frontier Enterprise
Frontier TechAI & MLNews Foxconn, Taiwan hospitals tap NVIDIA for agentic and physical AI By Staff Writer - June 16, 2026 Share Foxconn and Taiwan’s leading medical centers are deploying NVIDIA-powered special agent workforces to scale the region’s transition to AI‑driven health systems. Agentic AI represents a new hospital operating system that is adaptive, orchestrated and built to scale clin
2026-06-15
seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
www.moomoo.com 2026-06-15 Moomoo
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2026-06-15
news.futunn.com 2026-06-15 富途牛牛
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2026-06-15
www.benzinga.com 2026-06-15 Benzinga
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2026-06-15
www.taiwannews.com.tw 2026-06-15 Taiwan News
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2026-06-15
digitimes.com 2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-15
digitimes.com 2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com 2026-06-15
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
2026-06-15
digitimes.com 2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
digitimes.com 2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-15
www.moomoo.com 2026-06-15 Moomoo
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2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million. Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million. Institutional ownership remains strong, with several large funds such as Fisher A