Semiconductor News & Analysis Feed
9473 articles
2026-07-02
news.google.com
2026-07-02
AD HOC NEWS
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
A semiconductor research facility at Seoul National Unviersity's Gwanak Campus (Seoul National University)
Samsung Electronics and SK hynix are discussing plans with Seoul National University to launch company-sponsored semiconductor programs at regional universities, as the government pushes for a semiconductor megaproject in South Korea’s southwest, local media reported Thursday.
The plan cent
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
www.eletimes.ai
2026-07-02
ELE Times
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Infineon Receives Additional Prestigious Award for Outstanding Investor Relations Work
ELE Times News
July 2, 2026
Infineon
DIRK (German Investor Relations Association) awards Infineon first place for best Investor Relations among DAX 40 compani
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
www.bisinfotech.com
2026-07-02
Bisinfotech
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2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
Explore stocks on Coinbase
Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Two headlines in June should shape Korea’s artificial intelligence (AI) debate. The first was a victory lap. SK hynix overtook Samsung Electronics by common-share market capitalization for a day, powered by high-bandwidth memory (HBM) chips used in AI systems. Samsung has a fair caveat: If preferred shares are included, it remains larger. But the market signal was clear. AI has turned memory from
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
www.inkworldmagazine.com
2026-07-02
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Connect with decision-mak
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Chip companies are flying high as investors bet the AI boom will persist.
ASML (
ASML
+1.31%
) is scheduled to report its quarterly financial results in July, which could have significant implications for investors.
*Stock prices used were the afternoon prices of June 29, 2026. The video was published on July 1, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called N
2026-07-02
letsdatascience.com
2026-07-02
Let's Data Science
INDUSTRY APPLICATIONS
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ai agents
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design automation
KAIST Showcases AI Agents for HBM Design Automation
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July 2, 2026
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By LDS Team
5.3
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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KAIST's TERALab, led by electrical engineering professor Kim Joung-ho, will host a public workshop on July 3, 2026 showcasing AI agents that automate high-b
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Kim Joung-ho, third from left, an electrical engineering professor at the Korea Advanced Institute of Science and Technology (KAIST), lectures students at the university’s campus in Daejeon. Courtesy of KAIST
The Korea Advanced Institute of Science and Technology (KAIST) will showcase on Friday artificial intelligence (AI) agents capable of automating high-bandwidth memory (HBM) design, offering
2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a