Semiconductor News & Analysis Feed
3093 articles
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
Amazon says that it uses 2.5 billion gallons of water annually for data center cooling but compares it to the 3.3 trillion gallons of water used for watering lawns and gardens in the U.S. every year.
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
The Computer History Museum recalls one of its biggest ever retro treasure troves. This ‘astonishing’ haul was rescued from an abandoned warehouse in the town of Castrop-Rauxel, Germany.
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.
2026-06-14
tomshardware.com
2026-06-14
Denise Bertacchi
Snapmaker celebrates 10 years in business by sponsoring open-source developers and you.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Texas Instruments Incorporated $TXN Stake Increased by Epoch Investment Partners Inc.
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Epoch Investment Partners Inc. grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 14.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The instituti
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Epoch Investment Partners Inc. Sells 51,937 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Epoch Investment Partners Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.5% in the fourth quarter, according to its most recent 13F filing with the Securities and
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Trimmed by Evelyn Partners Investment Management LLP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Evelyn Partners Investment Management LLP trimmed its TSMC stake by 9.0% in the fourth quarter, though it still held 450,249 shares worth about $136.8 million and made TSMC its 6th-largest holding.
TSMC r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arax Advisory Partners Has $6.81 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arax Advisory Partners cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 18.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securitie
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by Arax Advisory Partners
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arax Advisory Partners reduced its NVIDIA stake by 28.9% in the fourth quarter, selling 121,960 shares and leaving it with 299,895 shares worth about $55.9 million.
NVIDIA reported strong quarterly results, beating EPS and revenue estimates with $1.87
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
Trade ACLS on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
www.thelec.net
2026-06-14
thelec.net
I was recently shocked while trying to replace my laptop. High-end models that cost around the upper-1 million won range last year are now well above 3 million won. Prices have effectively doubled or tripled in just one year.
It is not only laptops. Prices of electronics containing large amounts of semiconductors have risen across the board. The shortage of semiconductors triggered by the artific
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners with Nebius to Support AI Robotics Startup in Europe
Neha Gupta
Sat, June 13, 2026 at 12:25 PM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising growth stocks to buy now. On June 9, Nebius reiterated a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) to create a cloud
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma