Semiconductor News & Analysis Feed
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush
Tony Dong, MSc, CETF
Fri, June 12, 2026 at 6:57 AM PDT 10 min read
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A practical way to think about artificia
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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Harvard Increases Stake in Taiwan Semiconductor (TSM)
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June 12, 2026
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Fri, June 12, 2026 at 6:55 a.m. PDT 2 min read
TSM
+0.87%
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hold
2026-06-12
www.globalconstructionreview.com
2026-06-12
Global Construction Review
News
Bechtel to build $100bn semiconductor plant, biggest in US
Joe Quirke
12.06.26
Render courtesy of Bechtel/Micron
Micron Technology has picked Bechtel to build the first phase of what’s billed as the US’ biggest semiconductor plant in Clay, New York.
Bechtel will use digital-enabled construction technologies, modularisation and project controls to support time management, operations and coord
2026-06-12
news.google.com
2026-06-12
Yahoo Finance
2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
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All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:ON
Is onsemi’s New Elite Pairing Studio a Clue to ON’s AI Power Strategy?
June 12, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, onsemi launched its cloud-based Elite Pairing Studio, an online design tool that helps engineers optimally match SiC MOSFETs and gate drivers for demanding power electronics in AI data centers, e
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
stockstory.org
2026-06-12
StockStory
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2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, 12 June 2026 at 3:21 am GMT-7 3 min read
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2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, June 12, 2026 at 3:21 AM PDT 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
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Trading disclosure
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.moomoo.com
2026-06-12
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sumitomo Mitsui Financial Group reported a new fourth-quarter stake in Taiwan Semiconductor Manufacturing, buying 1,230 shares worth about $370,000.
Other institutional investors also added to TSMC posit
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-12
www.electronicsweekly.com
2026-06-12
Electronics Weekly
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Nuveen LLC
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Nuveen LLC cut its TSM stake by 5.8% in the fourth quarter, selling 154,963 shares and leaving it with 2.53 million shares valued at about $768.3 million.
TSMC continues to post strong operating results and investor support, reporting $3.11