Semiconductor News & Analysis Feed
1924 articles
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-15
digitimes.com
2026-06-15
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
2026-06-15
digitimes.com
2026-06-15
Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward profitability as demand builds across high-performance computing and emerging technology markets.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
Jim Cramer Asserts NVIDIA (NVDA), Not SpaceX, Is The “Key” To The Market
Ramish Cheema
Sun, 14 June 2026 at 12:08 pm GMT-7 1 min read
NVDA
+0.16%
SPCX
+19.22%
We recently published
Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 40% over the
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Asserts NVIDIA (NVDA), Not SpaceX, Is The “Key” To The Market
Ramish Cheema
Sun, June 14, 2026 at 12:08 PM PDT 1 min read
NVDA
+0.16%
SPCX
+19.22%
Explore stocks on Coinbase
Trading disclosure
We recently published
Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
NVIDIA Corporation
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
news.google.com
2026-06-15
IndexBox
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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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
news.google.com
2026-06-14
IndexBox
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million.
Institutional ownership remains strong, with several large funds such as Fisher A
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe