Semiconductor News & Analysis Feed
9513 articles
2026-06-29
cxotoday.com
2026-06-29
CXOToday.com
cxotoday.com
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2026-06-29
www.msn.com
2026-06-29
MSN
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-magnet value chain spanning multiple continents.
This funding positio
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Pictet Asset Management Holding SA Boosts Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
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KEY POINTS
Pictet Asset Management Holding SA increased its Texas Instruments stake by 1.0% in the first quarter, ending with 559,788 shares valued at about $108.7 million.
Several analysts raised price targets on TXN, but the stock still c
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by Sterling Capital Management LLC
Written by MarketBeat
June 29, 2026
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KEY POINTS
Sterling Capital Management cut its Texas Instruments stake by 31.9% in Q1, selling 5,842 shares and leaving it with 12,491 shares valued at about $2.43 million.
Analyst sentiment on TXN is mixed: several firms raised price targets or u
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Synopsys, Inc. $SNPS Stock Position Decreased by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
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KEY POINTS
Pictet Asset Management Holding SA cut its Synopsys stake by 51.4% in the first quarter, selling 523,102 shares and ending with 494,584 shares worth about $196.1 million.
Wall Street remains mostly bullish on Synopsys, with analysts as
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
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KEY POINTS
Pictet Asset Management Holding SA increased its stake in Taiwan Semiconductor Manufacturing by 28.9% in the first quarter, buying 94,801 more shares and bringing its total holdings to 422,581 shares valued at abou
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Texas Instruments Incorporated $TXN Shares Bought by Matrix Asset Advisors Inc. NY
Written by MarketBeat
June 29, 2026
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KEY POINTS
Matrix Asset Advisors Inc. NY increased its Texas Instruments stake by 3.3% in Q1, buying 4,379 additional shares and bringing its total holding to 138,263 shares valued at about $26.8 million.
Texas Instruments posted a strong quarterl
2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Janney Montgomery Scott LLC Acquires 101,743 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
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KEY POINTS
Janney Montgomery Scott LLC increased its Texas Instruments stake by 45.8% in the first quarter, buying 101,743 additional shares and bringing its total holdings to 323,932 shares valued at about $62.9 million.
Texas Instruments
2026-06-29
news.google.com
2026-06-29
marketscreener.com
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
INFRASTRUCTURE
south korea
semiconductors
ai infrastructure
samsung
South Korea unveils $649B chip and AI plan
9 sources
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June 28, 2026
|
By LDS Team
8.2
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South Korean President Lee Jae Myung on June 29, 2026 unveiled three public-private mega-projects totaling roughly 1,000 trillion won (about $649 billion) in semiconductor, AI data center, and physical-AI (rob
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Apple-Intel alliance to intensify foundry battle with Samsung, TSMC
Samsung Electronics said in February it would build foundry facilities at its Pyeongtaek Campus Samsung Electronics Co.'s foundry recovery faces a new threat after US President Donald Trump signaled strong White House backing for Intel Corp.'s contract chipmaking ambitions, just as Samsung and
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Cadence Accelerates Digital Twin–Driven Data Center AI Modernization with HPE
By TimesTech -
June 29, 2026
0
70
Cadence, announced an expansion of its collaboration with HPE to accelerate digital twin-driven data center modernization, enabling customers to improve planning, optimization, and lifecycle operations for next-generation AI and high-performance computing (HPC) infrastr
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.29. 17:17
SK hynix will push a mid- to long-term investment strategy totaling 1.1 quadrillion won spanning Yongin, Cheongju and the southwest region to meet growing demand for artificial intelligence (AI) memory. The plan is to speed up expansions at existing production bases while building new plants to maintain leadership in memory supply in the AI era.
As C
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Samsung and SK Hynix plan massive new chip fabrication sites in South Korea to meet AI demand
South Korea's two semiconductor giants are in talks with the government to build a second chip cluster in
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Acquires 155,212 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP raised its Texas Instruments stake by 45.7% in the first quarter, buying 155,212 additional shares and bringing its total holding to 494,886 shares worth about $96.1 million.
Insider selling was notable, with director
2026-06-29
news.google.com
2026-06-29
TechHQ