Semiconductor News & Analysis Feed
891 articles
2026-06-10
www.investors.com
2026-06-10
Investor's Business Daily
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2026-06-10
www.benzinga.com
2026-06-10
Benzinga
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
TSMC Reports 30% Sales Growth In May, But Stock Remains Under Pressure Over Potential Taiwan Chip Curbs
TSMC Reports 30% Sales Growth In May, But Stock Remains Under Pressure Over Potential Taiwan Chip Curbs · Stocktwits
Yuvraj Malik
Tue, June 9, 2026 at 11:57 PM PDT 2 min read
2330.TW
-2.17%
NVDA
-2.43%
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Taiwan is reportedly considering stricter export
2026-06-10
pr.tsmc.com
2026-06-10
pr.tsmc.com
TSMC May 2026 Revenue Report
Issued by: TSMC
Issued on: 2026/06/10
TSMC May 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for J
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
biz.chosun.com
2026-06-10
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.10. 06:00
"In the age of artificial intelligence (AI), no single corporations can do everything alone."
On the 3rd in Taipei, Taiwan, Terry Tsao, SEMI Taiwan president and global chief marketing officer (CMO), said the spread of AI is increasing the importance of collaboration within the semiconductor supply chain. Samsung Electronics and TSMC compete in the f
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
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.astutegroup.com
2026-06-09
Astute Group
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2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
digitimes.com
2026-06-09
Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei. "Nvidia introduced four new products this week," he told reporters in Seoul.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again dominated the conversation: Nvidia.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."