EU targets Big Tech dependence with 'made-in-Europe' drive

The European Commission proposed new laws on Wednesday to boost domestic cloud, AI and semiconductor industries, aiming to cut reliance on U.S. Big Tech in ​a move that could ratchet up transatlantic tensions.

Reuters • 17 hours ago

Automakers, retailers warn memory chip shortage impacting prices

The drastic shift of memory ​chips to artificial intelligence ‌data centers could lead to dramatic price hikes ​in consumer goods ​and disrupt supply chains, ⁠groups representing automakers, ​retailers, electronic firms and ​others said Wednesday.

Reuters • 13 hours ago

Should You Invest in the Invesco Semiconductors ETF (PSI)?

Launched on June 23, 2005, the Invesco Semiconductors ETF (PSI) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Semiconductors segment of the equity market.

Zacks Investment Research • Jun 2, 2026

Sen. Warren calls for Trump to close "loophole" allowing AI chips to be sent to overseas units of Chinese firms

Democratic Senator ​Elizabeth Warren is ‌calling on the Trump administration to ​close a "loophole" ​that has potentially allowed ⁠advanced American AI ​chips to be ​sent to overseas units of Chinese firms, ​according to a ​statement seen by Reuters. ‌Warren, ⁠who serves as ranking member on the Senate Banking ​Committee, ​also ⁠urged Commerce Secretary Howard ​Lutnick to testify ​on ⁠the issue.

Reuters • Jun 1, 2026

The Semiconductor Play Nobody Owns Just Lapped Wall Street's Biggest Names

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties.

24/7 Wall Street • May 31, 2026

It's been one of the best years to generate alpha in China: Matthews Asia

Matthews Asia's Sean Taylor explains why he remains constructive on China despite the broader indexes lagging some high-performing sectors. He also outlines his South Korea strategy, including an overweight call on chipmakers balanced by exposure to industrials.

CNBC International TV • Jun 1, 2026

Earnings And Semiconductors Power Markets

Equities extend gains as earnings and semiconductors lead markets higher. Consumer confidence remains subdued despite economic resilience.

Seeking Alpha • May 30, 2026

Huawei bets on speed over shrinking transistors to sidestep US chip sanctions

Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for China to build cutting-edge chips ​despite U.S. sanctions, though whether it represents a true breakthrough remains to be seen.

Reuters • May 29, 2026

This is the greatest time ever for semiconductors, says CEO of key equipment supplier

Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.

CNBC • May 28, 2026

The Magnificent Semis?

Shares of chipmakers are rallying this year While the AI spending boom is fueling big gains for lots of tech companies, it's the semiconductor makers that are truly in the chips these days.

ETF Trends • May 28, 2026