Semiconductor News & Analysis Feed
2043 articles
2026-06-13
phys.org
2026-06-13
Phys.org
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2026-06-13
news.google.com
2026-06-13
IndexBox
2026-06-13
tomshardware.com
2026-06-13
Jake Roach
The name came up a few times during our conversations at Computex. Intel has declined to comment on it.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
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Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Trillium Asset Management LLC Sells 261,684 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
Trillium Asset Management LLC decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 17.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,275,697
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Integrity Investment Advisors LLC Has $2.01 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
Integrity Investment Advisors LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 30.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 10,753 shares of the com
2026-06-13
www.chartmill.com
2026-06-13
ChartMill
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Taiwan Semiconductor-SP ADR (NYSE:TSM) Displays Perfect Technical and Strong Growth Ratings
By Mill Chart – Last update: Jun 13, 2026
Quotes Stocks Mentioned
Article Mentions:
TSM
(423.93 ▲ 0.68%)
The method behind this stock pick starts with a simple premise: growth stocks are best bought when the business is compounding and the chart is cooper
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
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NYSE:TSM
US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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US congressional Republicans are urging the International Trade Commission to enforce US patent rights in a case involving Taiwan Semiconductor Manufacturing (NYSE:TSM).
The dispute focuses on allegations that TSMC chips inf
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Entegris EUV Deal Eases Patent Risk But Valuation Stays Stretched
Simply Wall St
Fri, June 12, 2026 at 8:10 PM PDT 2 min read
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Entegris (NasdaqGS:ENTG), JSR and Inpria entered into a cross licensing agreem
2026-06-13
www.indexbox.io
2026-06-13
IndexBox
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2026-06-13
digitimes.com
2026-06-13
India has expanded exemptions from mandatory quality certification requirements for imports by Special Economic Zone (SEZ) units and developers, a policy change that industry observers say could ease the establishment of semiconductor manufacturing facilities in the country.
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
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
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Ichor Holdings (ICHR) Stock Valuation After Sector-Driven Semiconductor Equipment Rally
Simply Wall St
Fri, June 12, 2026 at 4:16 PM PDT 3 min read
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Ichor Holdings (ICHR) has been drawing attention after
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGM:ENPH
Enphase IQ9N GaN Launch Tests Market Optimism And Valuation Risk
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Enphase Energy (NasdaqGM:ENPH) has launched its IQ9N Microinverter using gallium nitride technology for residential solar systems in Europe.
The product is now available across multiple European countries, expanding the company’s high