Semiconductor News & Analysis Feed
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
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KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
www.chartmill.com
2026-07-04
ChartMill
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QUALCOMM INC (NASDAQ:QCOM) Earns Top Spot on Best Dividend Stocks Screener
By Mill Chart – Last update: Jul 4, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(186.56 ▲ 1.96%)
QUALCOMM INC (NASDAQ:QCOM) has been flagged by our "Best Dividend Stocks" screener, a tool designed to cut through the noise and identify companies that offer an attractive balance of
2026-07-04
www.koreajoongangdaily.com
2026-07-04
Korea JoongAng Daily
SK hynix considers lower Wall Street fees for ADR listing
The chipmaker may pay underwriters about 0.5 percent on its planned U.S. listing, a reduced rate that could still total nearly 200 billion won because of the deal’s massive size.
KIM MIN-YOUNG
BUSINESS REPORTER
PUBLISHED July 4, 2026 - 6:20 p.m. MODIFIED July 5, 2026 - 12:09 p.m.
The logo of SK hynix is seen during a public briefing on th
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Cambient Family Office LLC Has $48.33 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Cambient Family Office LLC increased its NVIDIA stake by 6.3% in the first quarter, adding 16,326 shares to bring its total to 277,107 shares. The position was valued at about $48.33 million and represented 6.7% of the firm’s portfolio,
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Beaumont Asset Management L.L.C. Takes Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Beaumont Asset Management opened a new position in NVIDIA during the first quarter, buying 2,662 shares worth about $464,000.
NVIDIA continues to attract major institutional interest, with hedge funds and other investors owning 65.27% of the co
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
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2026-07-04
www.tradingview.com
2026-07-04
TradingView
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Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still v
2026-07-04
www.marktechpost.com
2026-07-04
MarkTechPost
Editors PickAgentic AINew ReleasesPhysical AIRoboticsSoftware EngineeringStaffUncategorized
NVIDIA AI Introduces ASPIRE: A Self-Improving Robotics Framework Reaching 31% Zero-Shot on LIBERO-Pro Long Tasks
By Asif Razzaq -
July 3, 2026
Add as a preferred
source on Google
Traditional robot programming is hard to scale. It requires orchestrating multimodal perception, physical contact dynamics, dive
2026-07-04
www.energetica-india.net
2026-07-04
Energetica India Magazine
Infineon Technologies has inaugurated its Euro 5 billion Smart Power Fab in Dresden, expanding semiconductor manufacturing capacity for AI data centres, electric vehicles and clean energy while reinforcing Europe's technology leadership and supply chain resilience.
Infineon Technologies AG has opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investmen
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
www.japantimes.co.jp
2026-07-04
The Japan Times
Micron Technology on Saturday broke ground on the expansion of its factory in Hiroshima Prefecture, a ¥1.5 trillion ($9.3 billion) undertaking to produce advanced memory chips.
The Boise, Idaho-based company is building the facility in Hiroshima Prefecture to make chips such as high-bandwidth memory crucial for AI processors like Nvidia’s, with delivery and installation of manufacturing equipment
2026-07-04
www.koreaherald.com
2026-07-04
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Newsis)
SK hynix is considering paying about 0.5 percent of the proceeds from its US listing — one of the largest share sales ever — to banks working on the deal, according to people familiar with the matter.
While SK hynix has indicated it will issue as much as 2.5 percent of its total shares, the final deal size — which will determine the fee
2026-07-04
autonews.gasgoo.com
2026-07-04
Gasgoo
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Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Infineon
Total Investment Reaches 5 Billion Euros, Infineon Dresden Wafer Fab Starts Production Ahead of Schedule
Edited by Betty From Gasgoo
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July 4 , 2026 12:48 BJT
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Gasgoo Munich- Infineon Technologies AG has officially commissioned its Smart Power
2026-07-04
www.bloomberg.com
2026-07-04
Bloomberg.com
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Earned $24.67 Per Share Last Quarter. Its Dividend Is Still 15 Cents. Something Has to Give.
Daniel Sparks, The Motley Fool
Fri, July 3, 2026 at 8:52 PM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (NASDAQ: MU) is having one of those moments. In its fis