Semiconductor News & Analysis Feed
2035 articles
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-14
tomshardware.com
2026-06-14
Denise Bertacchi
Snapmaker celebrates 10 years in business by sponsoring open-source developers and you.
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
A preprint claims Pearl’s AI mining network consumes 320,000 GPU-equivalents and 112 MW while producing no verified useful AI computation.
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arkos Global Advisors Sells 6,987 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
Arkos Global Advisors cut its NVIDIA stake by 57.6% in the fourth quarter, selling 6,987 shares and leaving it with 5,135 shares valued at about $958,000.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $81.62 billion, both
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
35,100 Shares in NVIDIA Corporation $NVDA Acquired by Arvin Capital Management LP
Written by MarketBeat
June 14, 2026
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Arvin Capital Management LP acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acqui
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Trims Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
Artemis Wealth Advisors LLC cut its NVIDIA stake by 36.4% in the fourth quarter, selling 20,000 shares and ending with 35,000 shares valued at about $6.53 million.
Despite some portfolio trimming by investors, NVIDIA continues to draw broad institu
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
B&D White Capital Company LLC Buys 3,100 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
B&D White Capital Company LLC increased its NVIDIA stake by 174.8% in the fourth quarter, buying 3,100 additional shares and bringing its total holdings to 4,873 shares valued at about $909,000.
NVIDIA reported strong quarterly results, with E
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Makes New $1.55 Million Investment in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
Blue Jean Financial LLC opened a new position in NVIDIA during the fourth quarter, buying 8,326 shares worth about $1.55 million.
Institutional interest in NVIDIA remains strong, with hedge funds and other investors continuing to ad
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA is Biondo Investment Advisors LLC's 3rd Largest Position
Written by MarketBeat
June 14, 2026
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KEY POINTS
Biondo Investment Advisors trimmed its NVIDIA stake by 11.3% in the fourth quarter, but NVDA still remains its 3rd-largest holding, making up 6.8% of the portfolio and worth about $56.5 million.
Despite some mixed market commentary, anal
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by Arax Advisory Partners
Written by MarketBeat
June 14, 2026
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KEY POINTS
Arax Advisory Partners reduced its NVIDIA stake by 28.9% in the fourth quarter, selling 121,960 shares and leaving it with 299,895 shares worth about $55.9 million.
NVIDIA reported strong quarterly results, beating EPS and revenue estimates with $1.87
2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Ally Financial Inc. Purchases 71,000 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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Ally Financial Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 165.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 114,000 shares of the computer hardware maker's stock after purch
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:ACLS
Axcelis Technologies (ACLS) Stock Valuation After Sector Rally In Semiconductor Equipment Stocks
June 14, 2026
Simply Wall St
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Axcelis Technologies (ACLS) is back on traders’ screens after a sector wide rally in semiconductor equipment stocks, as renewed interest in chip manufacturing demand and capital spending lifted the shares.
See our