Semiconductor News & Analysis Feed
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
It's fair to say that investors were skeptical heading into Micron's (
MU
7.26%
) latest earnings report. The stock had already gained more than 700% over the previous year, and had posted several blowout earnings reports in a row. In fact, on the day of Micron's latest earnings report, the stock was down significantly during the trading day before the afternoon announcement.
However, it's fair t
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Spinnaker Trust Purchases 1,508 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
Spinnaker Trust increased its TSM stake by 4.1% in the first quarter, buying 1,508 additional shares and bringing its total to 38,696 shares valued at about $13.1 million.
Insider activity was mixed: VP Bor-Zen Tien bought 2
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
SJS Investment Consulting Inc. Acquires 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
SJS Investment Consulting boosted its stake in Taiwan Semiconductor Manufacturing by 286% in the first quarter, buying 1,742 additional shares and lifting its total holding to 2,351 shares valued at about $795,
2026-06-30
siliconcanals.com
2026-06-30
Silicon Canals
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
Rendering of the SK hynix Yongin semiconductor cluster. (Image: SK ecoplant)
SK hynix on June 29 unveiled a long-term investment plan totaling 1,100 trillion won, allocating 600 trillion won to the Yongin semiconductor cluster, 100 trillion won to its Cheongju manufacturing base, and 400 trillion won to a new semiconductor cluster in South Korea's southwest region.
The company will accelerate th
2026-06-30
www.tradingview.com
2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
ASICLAND headquarters. (Image: ASICLAND)
ASICLAND shares surged to the daily trading limit on June 29 after two contract disclosures related to SK hynix produced sharply contrasting market reactions.
The company made separate regulatory filings on the afternoon of June 26 and the morning of June 29. In the June 26 filing, ASICLAND revised the value of its application-specific integrated circuit
2026-06-30
www.koreaherald.com
2026-06-30
The Korea Herald
Chipmakers reaffirm W800 trillion investment plans for new memory fabs, AI infrastructure in Korea's southwest
President Lee Jae Myung (center), Samsung Electronics Vice Chairman Jun Young-hyun (right) and SK hynix CEO Kwak Noh-jung stand for the national pledge during a public briefing at Kimdaejung Convention Center in Gwangju on Tuesday. (Yonhap)
Samsung Electronics and SK hynix on Tuesday re
2026-06-30
www.reuters.com
2026-06-30
Reuters
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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TBRG: Merger and executive compensation proposals both received majori
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
BXM Wealth LLC Has $766,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC sharply cut its TSM stake in the first quarter, selling 39,485 shares and reducing its position by 94.6%. The firm ended with 2,268 shares worth about $766,000.
TSMC insiders were buying shares, with Vice President
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by BXM Wealth LLC
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC cut its Texas Instruments stake by 91.5% in the first quarter, selling 43,128 shares and leaving it with 4,006 shares worth about $778,000.
Several other institutional investors also adjusted their positions, while institutions and hedge
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Assenagon Asset Management S.A. Sells 400,735 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Assenagon Asset Management S.A. reduced its NVIDIA stake by 1.9% in the first quarter, selling 400,735 shares and ending with 20,486,718 shares valued at about $3.57 billion.
NVIDIA’s latest earnings beat expectations, with quarterly EPS
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Apella Capital LLC Has $24.51 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Apella Capital LLC increased its NVIDIA stake by 35.7% in the first quarter, adding 36,966 shares to bring its total holdings to 140,544 shares worth about $24.51 million.
NVIDIA reported strong quarterly results, with $1.87 EPS and $81.6
2026-06-30
www.tweaktown.com
2026-06-30
TweakTown
Samsung, SK Hynix, and Micron are being sued for alleged DRAM price fixing and collusion
A new federal lawsuit filed in the Northern District of California claims Samsung Electronics, SK Hynix, and Micron Technology are price fixing memory.
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Kosta Andreadis
Senior Editor
Published Jun 30, 2026 1:59 AM CDT
2-minute read time
TL;DR: Samsung Electronics, SK Hynix, and Micron Technol
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Recommendation of "Buy" from Analysts
Written by MarketBeat
June 30, 2026
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KEY POINTS
TSMC has a consensus analyst rating of “Buy” from 16 brokerages, with 12 buys and 2 strong buys; the average 1-year price target is about $449.38.
Several analysts recently raised their price targets on
2026-06-30
news.google.com
2026-06-30
Yahoo Finance