Semiconductor News & Analysis Feed
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2026-06-11
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2026-06-11
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2026-06-11
The Korea Times
2026-06-11
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2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
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Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
wccftech.com
2026-06-11
Wccftech
With multiple supply chain reports focusing on Intel's EMIB-T chip packaging technology, analyst Ming-Chi Kuo has shared that TSMC's next-generation packaging technology, CoPoS, will enter mass production in 2028. CoPoS, short for chip-on-panel-on-substrate, seeks to overcome the limitations of the current CoWoS (chip-on-wafer-on-substrate) packaging technology by increasing the area on which the
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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Saturna Capital Corp reduced its Qualcomm stake by 11% in the fourth quarter, selling 5,888 shares and ending with 47,811 shares valued at about $8.18 million.
Institutional ownership remains very high, with hedge funds and other institutional investors h
2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
Wccftech
The 3nm node remains a popular pick for AI firms as it offers a blend of efficiency, performance, and price, but given that there’s only one wafer manufacturer in the entire world to develop this technology with little complications, TSMC appears to have its hands full. According to the latest statistics, even after ramping production up to 175,000 monthly units for Q2 2026, the Taiwanese semicond
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Saturna Capital Corp Trims Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
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Saturna Capital Corp trimmed its Texas Instruments stake by 3.1% in the fourth quarter, selling 8,327 shares and leaving it with 257,365 shares valued at about $44.65 million.
Wall Street sentiment is mixed but leaning positive: several analyst
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
tomshardware.com
2026-06-11
Anton Shilov
Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
Fiona Craig
Thu, June 11, 2026 at 3:44 AM PDT 3 min read
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Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Signet Private Wealth LLC Acquires New Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
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Signet Private Wealth LLC disclosed a new fourth-quarter position in Texas Instruments, buying 4,425 shares valued at about $768,000.
Wall Street sentiment on TXN remains mixed but generally constructive: several analysts raised pri
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Townsquare Capital LLC
Written by MarketBeat
June 11, 2026
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Townsquare Capital LLC cut its Qualcomm stake by 38.5% in the fourth quarter, selling 5,986 shares and ending with 9,575 shares valued at about $1.64 million.
Qualcomm reported mixed but generally solid recent results, beating quarterly EPS estimates sl
2026-06-11
tomshardware.com
2026-06-11
Zhiye Liu
Notebookcheck reports that 8TB SD cards will soon hit the retail market, although an exact launch date and pricing remain a mystery.