Semiconductor News & Analysis Feed
1674 articles
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
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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
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
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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.marketbeat.com
2026-06-12
MarketBeat
Parnassus Investments LLC Has $114.57 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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Parnassus Investments LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
TCTC Holdings LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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TCTC Holdings LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 265.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fu
2026-06-12
www.tradingpedia.com
2026-06-12
TradingPedia
Nvidia Courts China Buyers Vera AI CPUs Export Snags US
Written by Sandra Leggero, | Updated: June 12, 2026
Key Moments
Nvidia has informed Chinese customers that Vera CPUs for AI data centers could be available as early as August, and is already inviting orders, according to three sources.
A major Chinese cloud provider is preparing an initial order for more than 300 dual-Vera-CPU servers, while
2026-06-12
news.google.com
2026-06-12
MarketBeat
2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-12
news.google.com
2026-06-12
upi.com
2026-06-11
wccftech.com
2026-06-11
Wccftech
SK Hynix is expected to begin mass production of its 375-Layer NAND Flash solution by the end of 2026, offering higher storage capacities.
SK Hynix and Samsung are in the race to reach the highest number of layers in the NAND Flash segment. While Samsung is aiming beyond 400-layers with dual stacking solutions going up to 1000-layers, Hynix will soon be commencing mass production on its 375-Layer
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
Save Big and Play Bigger: GeForce NOW Summer Sale Brings Major Membership Savings
Level up with the best value in gaming, ‘Guild Wars’ and rewards, plus eight new games this week.
June 11, 2026 by GeForce NOW Community
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The GeForce NOW summer sale kicked off today with limited-time savings of up to $70 off a 12-month membership, making now the perfect time to upgrade to get the best of t
2026-06-11
news.google.com
2026-06-11
MarketBeat
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
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KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
Assessing ASML Holding (NasdaqGS:ASML) Valuation After Strong Recent Share Price Performance
June 11, 2026
Simply Wall St
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ASML Holding stock snapshot after recent performance
ASML Holding (NasdaqGS:ASML) has drawn fresh attention after a period of strong returns, with the stock up about 11% over the past month and about 28% over the past 3
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).