Semiconductor News & Analysis Feed
12 articles
2026-08-17
www.scmp.com
2026-08-17
Chinese hedge funds are shifting their overseas investment strategies, reducing positions in major US hyperscalers such as NVIDIA, Meta, and Amazon, while increasing investments in hardware manufacturers along the AI supply chain. This shift reflects a maturation of the AI investment narrative, movi
2026-08-13
hedgefundalpha.com
2026-08-13
According to the July 2026 Crowding Report published by Data Insights, a division of Hazeltree, ON Semiconductor, Microchip Technology, and Intel remain the most crowded holdings among global hedge funds. This marks the first report under the new Data Insights brand following Hazeltree's rebranding.
2026-07-28
news.google.com
2026-07-28
2026-07-14
news.google.com
2026-07-14
2026-06-24
www.insidermonkey.com
2026-06-24
NVIDIA (NVDA) remains a central figure in the semiconductor industry, particularly within the AI sector. Recent developments highlight its strategic moves in securing critical memory chip supply chains in South Korea through partnerships with SK Hynix, Naver, SK Telecom, and Doosan Group. These effo
2026-06-24
finance.yahoo.com
2026-06-24
According to Reuters, NVIDIA is considered one of the top high-conviction stocks to buy by hedge funds. Recently, NVIDIA has entered into a series of deals in South Korea with major tech players, including SK Hynix, Naver, SK Telecom, and Doosan Group, aimed at securing crucial memory chips for its
2026-06-19
www.linkedin.com
2026-06-19
Global hedge funds increased their exposure to technology and semiconductor stocks in May, according to Hazeltree’s latest Crowding Report, despite ongoing macroeconomic concerns such as inflation, geopolitics, and fiscal sustainability. With major indices like the S&P 500, Nasdaq Composite, and MSC
2026-06-02
finance.yahoo.com
2026-06-02
2026-05-23
www.goldmansachs.com
2026-05-23
2026-05-22
www.linkedin.com
2026-05-22
2026-05-22
uk.finance.yahoo.com
2026-05-22
2026-05-21
www.heygotrade.com
2026-05-21