Semiconductor News & Analysis Feed
253 articles
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
A $200 ChatGPT subscription could cost as much as $14,000 in API pricing.
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
NVIDIA Corporation $NVDA Position Boosted by Quadrant Capital Group LLC
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Quadrant Capital Group LLC increased its NVIDIA stake by 0.7% in the fourth quarter, bringing its holdings to 657,157 shares worth about $122.6 million. NVIDIA is now the firm’s third-largest position and makes up roughly 3.7% of its portfolio.
NV
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Howland Capital Management LLC Has $99.43 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Howland Capital Management increased its NVIDIA stake by 8.3% in the fourth quarter, adding 40,896 shares and bringing its total holding to 533,121 shares valued at about $99.4 million.
NVIDIA reported strong quarterly results
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-12
apacnewsnetwork.com
2026-06-12
APAC Media
Summarize with:
Google AI
Synopsys claims to help customers accelerate silicon innovation, reduce risk, and bring increasingly complex AI-driven systems to market faster. In an exclusive interaction, Sudeep Shivalli, Regional Sales Director, GTM, Synopsys India, tells Bhavya Bagga, Business Reporter, CXO Media, how they are embedding AI across their platforms to enable intelligent design explorat
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Micron Technology, Inc.MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, June 12, 2026 at 5:34 AM PDT 4 min read
MU
-0.28%
STX
+8.34%
SNDK
+5.78%
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Trading disclosure
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI m
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, 12 June 2026 at 5:34 am GMT-7 4 min read
MU
-0.54%
STX
+6.55%
SNDK
+4.93%
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive,
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its Qualcomm stake by 11% in the fourth quarter, selling 5,888 shares and ending with 47,811 shares valued at about $8.18 million.
Institutional ownership remains very high, with hedge funds and other institutional investors h
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Saturna Capital Corp Trims Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Saturna Capital Corp trimmed its Texas Instruments stake by 3.1% in the fourth quarter, selling 8,327 shares and leaving it with 257,365 shares valued at about $44.65 million.
Wall Street sentiment is mixed but leaning positive: several analyst
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Townsquare Capital LLC
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Townsquare Capital LLC cut its Qualcomm stake by 38.5% in the fourth quarter, selling 5,986 shares and ending with 9,575 shares valued at about $1.64 million.
Qualcomm reported mixed but generally solid recent results, beating quarterly EPS estimates sl
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).