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2026-06-16
www.proactiveinvestors.com
2026-06-16
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Tower Semiconductor shares jump on IQE supply deal
Published: 12:59 15 Jun 2026 EDT
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connecti
2026-06-15
www.ft.com
2026-06-15
Financial Times
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2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
news.google.com
2026-06-15
Moomoo
2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
news.google.com
2026-06-15
Business Insider
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-15
www.ebc.com
2026-06-15
EBC Financial Group
NVIDIA remains the stronger default AI chip entry after the pullbacks, as its growth has already been demonstrated in earnings. AMD offers the bigger catch-up trade only if accelerator adoption expands faster than the market has already priced in.
NVIDIA’s $75.2 billion Data Centre quarter gives it a stronger earnings-backed AI thesis, with AI infrastructure revenue already visible at scale.
AMD
2026-06-15
digitimes.com
2026-06-15
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Purchases Shares of 5,473 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Blue Jean Financial LLC opened a new position in Taiwan Semiconductor Manufacturing, buying 5,473 shares valued at about $1.66 million in the fourth quarter. The stock now represents roughly 1.4% of the firm’s holdin
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
Image from MarketBeat Media, LLC.
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
Ally Financial Inc. Purchases 71,000 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
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
2026-06-13
easternherald.com
2026-06-13
The Eastern Herald
NVIDIA Lists RTX Pro 6000 Blackwell at $13,250 — the Official Price Is 73% Above What Early Buyers Paid
The card that once preordered for under $8,000 now carries an official price tag of $13,250 — and what changed isn't the GPU, it's the market NVIDIA is targeting.
BY TECHNOLOGY DESK
JUNE 13, 2026
The NVIDIA RTX Pro 6000 Blackwell Workstation Edition, now officially listed at $13,250. [Image Sou
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
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
news.google.com
2026-06-13
CNBC
2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
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All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sumitomo Mitsui Financial Group reported a new fourth-quarter stake in Taiwan Semiconductor Manufacturing, buying 1,230 shares worth about $370,000.
Other institutional investors also added to TSMC posit