Semiconductor News & Analysis Feed
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.scmp.com
2026-07-02
South China Morning Post
Semiconductors
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Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says
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Howard Liuin Beijing
Published: 4:46pm, 2 Jul 2026
As China’s leading DRAM maker ChangXin Me
2026-07-02
www.mk.co.kr
2026-07-02
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2026-07-02
news.google.com
2026-07-02
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
www.trefis.com
2026-07-02
Trefis
Your diversified funds may be making a concentrated bet on a single hot stock without you ever choosing it.
The quiet creep of concentration is one of the paradoxes of modern investing. You buy a handful of ETFs for diversification, only to find one high-flying stock has become a major position across all of them. Right now, that stock could very well be Micron Technology (MU), a maker of memory
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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KEY POINTS
Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
www.eletimes.ai
2026-07-02
ELE Times
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HomeNewsInfineon Receives Additional Prestigious Award for Outstanding Investor Relations Work
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Infineon Receives Additional Prestigious Award for Outstanding Investor Relations Work
ELE Times News
July 2, 2026
Infineon
DIRK (German Investor Relations Association) awards Infineon first place for best Investor Relations among DAX 40 compani
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Auto/NYSE:GM
Micron–GM Chip Supply Pact For Software-Defined Vehicles Might Change The Case For Investing In GM (GM)
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 1 July 2026, Micron Technology announced it had entered a long-term Strategic Customer Agreement with General Motors to secure U.S.-based supply of key automotive memory and storage components,
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
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KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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TradingView
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Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Less than 1 min read
NVDA
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NVIDIA unveils GPU monetization: takes a share of revenue from cloud deployments using its chips and offers financing/backstops for GPU purchases, targeting cloud customers and deployments.
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2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reuters
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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