Semiconductor News & Analysis Feed
20 articles
2026-08-28
news.google.com
2026-08-28
2026-08-27
www.marketbeat.com
2026-08-27
American Capital Management Inc. acquired 19,196 shares of Synopsys, Inc. during the second quarter, signaling institutional confidence in the semiconductor design automation sector. Synopsys reported strong Q3 revenue growth of 42.4% year-over-year, with non-GAAP EPS of $3.91 exceeding estimates. T
2026-08-25
www.marketbeat.com
2026-08-25
2026-08-25
www.marketbeat.com
2026-08-25
2026-08-25
mottcapitalmanagement.com
2026-08-25
2026-08-23
www.marketbeat.com
2026-08-23
2026-08-23
www.marketbeat.com
2026-08-23
2026-08-23
www.marketbeat.com
2026-08-23
2026-08-23
www.marketbeat.com
2026-08-23
2026-08-23
mottcapitalmanagement.com
2026-08-23
2026-08-22
news.google.com
2026-08-22
2026-08-21
www.marketbeat.com
2026-08-21
2026-08-21
www.marketbeat.com
2026-08-21
In Q2 2026, Aljian Capital Management LLC acquired a new stake in Qualcomm Incorporated, purchasing 9,824 shares valued at approximately $1.815 million. This move reflects the firm's confidence in Qualcomm's future prospects. Other major institutional investors, including Baxter Bros Inc., World Inv
2026-08-19
www.marketbeat.com
2026-08-19
In August 2026, Lee Johnson Capital Management LLC increased its stake in ASML Holding N.V. by acquiring 3,076 shares worth approximately $6.12 million, making it the company's 17th-largest holding and 1.9% of its portfolio. This move reflects continued institutional confidence in ASML, particularly
2026-08-18
www.marketbeat.com
2026-08-18
2026-08-16
www.marketbeat.com
2026-08-16
In August 2026, New Paradigm Capital Management LLC reduced its stake in ASML Holding N.V. (ASML) by 83.3%, selling 1,000 shares and retaining only 200 shares, valued at approximately $398,000. Despite this reduction, ASML reported strong quarterly results with revenue of $10.64 billion and earnings
2026-08-16
www.marketbeat.com
2026-08-16
In the second quarter of 2026, Tran Capital Management L.P. reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 2%, selling 1,379 shares and retaining 68,614 shares valued at approximately $32.8 million, representing 3.8% of the firm’s portfolio. While this reduction signals so
2026-08-16
www.marketbeat.com
2026-08-16
Cadence Design Systems (CDNS), a leading global provider of electronic design automation (EDA) software, experienced significant shareholder structure changes in Q2 2026. Wedge Capital Management reduced its stake by 99.7%, retaining only 576 shares valued at approximately $216,000. However, major i
2026-08-15
www.marketbeat.com
2026-08-15
In August 2026, QRG Capital Management Inc. increased its stake in Micron Technology by 5%, raising its holdings to 216,617 shares valued at approximately $250 million. This move reflects institutional confidence in Micron's position within the semiconductor industry. The company has reported strong
2026-08-15
www.marketbeat.com
2026-08-15
In August 2026, QRG Capital Management Inc. increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 18,908 shares, representing an 18.1% increase in holdings. This brings its total stake to 123,108 shares, valued at approximately $58.8 million. The move reflects institutional con