Semiconductor News & Analysis Feed
76 articles
2026-07-06
news.google.com
2026-07-06
MarketBeat
2026-07-06
news.google.com
2026-07-06
MarketBeat
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Assenagon Asset Management S.A. Sells 400,735 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Assenagon Asset Management S.A. reduced its NVIDIA stake by 1.9% in the first quarter, selling 400,735 shares and ending with 20,486,718 shares valued at about $3.57 billion.
NVIDIA’s latest earnings beat expectations, with quarterly EPS
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
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
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Pictet Asset Management Holding SA Trims Stock Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Pictet Asset Management cut its Cadence Design Systems stake by 18.3% in the first quarter, selling 279,759 shares and leaving it with 1,247,222 shares valued at about $346.6 million.
Insiders also sold stock: CEO Anirudh Dev
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
OP Asset Management Ltd Makes New $9.17 Million Investment in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
OP Asset Management opened a new position in Cadence Design Systems, buying 32,989 shares worth about $9.17 million in the first quarter.
Cadence reported strong quarterly results, with earnings of $1.96 per share and reve
2026-06-24
www.mk.co.kr
2026-06-24
매일경제
사진 확대
[Hanwha Asset Management]
Hanwha Asset Management announced on the 24th that the total net assets of the "PLUS Global HBM Semiconductor" exchange-traded fund (ETF) exceeded 2 trillion won.
According to the Korea Exchange, the total net assets of the PLUS Global HBM Semiconductor ETF reached KRW 2.78 trillion at the close of the previous day, exceeding KRW 2 trillion. Net assets have double
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1
Soumya Eswaran
Thu, June 18, 2026 at 4:51 AM PDT 3 min read
2330.TW
+4.15%
^GSPC
+1.08%
TSM
+6.94%
Trade TSM on Coinbase
Trading disclosure
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded here. The mode
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Infusive Asset Management Inc. Purchases Shares of 12,813 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Infusive Asset Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Eventide Asset Management LLC Purchases 736 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Eventide Asset Management LLC increased its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 1.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,820
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
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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
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Burkett Asset Management Ltd Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Burkett Asset Management opened a new position in Taiwan Semiconductor Manufacturing, buying 15,060 shares worth about $4.58 million. The stake now makes up 4.6% of the firm’s holdings and is its 6th-largest posit
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
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J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-10
www.marketbeat.com
2026-06-10
MarketBeat
Erste Asset Management GmbH Has $2.24 Million Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 10, 2026
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KEY POINTS
Erste Asset Management GmbH cut its Cadence Design Systems stake by 59.1% in the fourth quarter, selling 10,196 shares and leaving it with 7,052 shares valued at about $2.24 million.
Insiders have been selling shares as well.
2026-06-05
www.marketbeat.com
2026-06-05
MarketBeat
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