Semiconductor News & Analysis Feed
7925 articles
2026-07-02
news.google.com
2026-07-02
AD HOC NEWS
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
A semiconductor research facility at Seoul National Unviersity's Gwanak Campus (Seoul National University)
Samsung Electronics and SK hynix are discussing plans with Seoul National University to launch company-sponsored semiconductor programs at regional universities, as the government pushes for a semiconductor megaproject in South Korea’s southwest, local media reported Thursday.
The plan cent
2026-07-02
www.trefis.com
2026-07-02
Trefis
Your diversified funds may be making a concentrated bet on a single hot stock without you ever choosing it.
The quiet creep of concentration is one of the paradoxes of modern investing. You buy a handful of ETFs for diversification, only to find one high-flying stock has become a major position across all of them. Right now, that stock could very well be Micron Technology (MU), a maker of memory
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments holds steady after a thin news day
Veröffentlicht: 02.07.2026 um 09:13 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Texas Instruments stock is shaped by its analog and embedded chips business as investors watch the broader semiconductor cycle and US market signals.
Texas Instruments, US8825081040
By Chri
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Two headlines in June should shape Korea’s artificial intelligence (AI) debate. The first was a victory lap. SK hynix overtook Samsung Electronics by common-share market capitalization for a day, powered by high-bandwidth memory (HBM) chips used in AI systems. Samsung has a fair caveat: If preferred shares are included, it remains larger. But the market signal was clear. AI has turned memory from
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reuters
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UK's Currys says memory chip shortage will mean price rises
UK's Currys says memory chip shortage will mean price rises
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
www.koreajoongangdaily.com
2026-07-02
Korea JoongAng Daily
Samsung, SK hynix and Celltrion to invest a combined 392 trillion won in Chungcheong region
The massive commitment, announced Thursday, centers on advanced industries including memory, display, substrates, batteries and biotech.
News Team
PUBLISHED July 2, 2026 - 2:09 p.m. MODIFIED July 2, 2026 - 4:20 p.m.
From left: Samsung Electronics Executive Chairman Lee Jae-yong, President Lee Jae Myung, C
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Kim Joung-ho, third from left, an electrical engineering professor at the Korea Advanced Institute of Science and Technology (KAIST), lectures students at the university’s campus in Daejeon. Courtesy of KAIST
The Korea Advanced Institute of Science and Technology (KAIST) will showcase on Friday artificial intelligence (AI) agents capable of automating high-bandwidth memory (HBM) design, offering
2026-07-02
wccftech.com
2026-07-02
Wccftech
Samsung & SK Hynix have announced a multi-billion-dollar expansion plan for AI and chip manufacturing in Korea.
In a bid to aggressively compete with rivals such as TSMC and Intel, Korea's major semiconductor firms, Samsung Electronics and SK Hynix, have pledged 1,350 Trillion Won towards the expansion of semiconductor manufacturing, AI Data Centers, and memory production.
The expansion plan wil
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
Nvidia’s official careers website shows a Seoul-based opening for a Simulation Engineer, Industrial Physics and Robotics. Job-listing information embedded in the page shows the posting was dated June 30. (Screenshot from Nvidia Careers)
Nearly a month after Jensen Huang said Nvidia had begun hiring for a Korea R&D center, the company’s latest local job postings suggest the US chipmaker is buildin