Semiconductor News & Analysis Feed
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2026-05-09
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2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
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Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
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Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
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2026-05-09
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2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
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Is Costco Preparing Another Special Dividend This Year?Sell 99% of Your Stocks, Do THIS Instead… (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceYou’re Being LIED To About The Iran War (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 St
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REGULATION
OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba
US prosecutors say a Bangkok-based company helped route restricted Nvidia AI servers through Southeast Asia to China, skirting export controls in place since 2022.
b
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AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline
By Afaq Wajdan Malik | Published May 9, 2026 | 1:34 pm
Motherboard sales are falling sharply as ongoing AI-related chip shortages continue to cripple the PC h
2026-05-09
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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
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Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally?
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May 9, 2026 4:52 AM
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Micron Technology's stock has surged due to high demand for AI storage, particularly Hi
2026-05-09
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2026-05-09
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