Semiconductor News & Analysis Feed
716 articles
2026-06-15
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2026-06-15
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2026-06-15
www.prnewswire.com
2026-06-15
PR Newswire
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI Deutschland - English
VOM NACHRICHTENDIENST
Trust3 AI
15 Juni, 2026, 10:00 GMT
ARTIKEL TEILEN
SAN FRANCISCO, June 15, 2026 /PRNewswire/ -- Trust3 AI today announced its acceptance into the NVIDIA Inception program, further validating its position as the one Control Plane enterprises trust to govern any data a
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
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KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Infusive Asset Management Inc. Purchases Shares of 12,813 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Infusive Asset Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
DE Burlo Group Inc. Reduces Stake in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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KEY POINTS
DE Burlo Group Inc. cut its ASML stake by 87.9% in the fourth quarter, selling 20,575 shares and leaving it with 2,840 shares valued at about $3.0 million.
Other institutional investors were active in ASML during the quarter, with several new positions opene
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Clear Street Group Inc.
Written by MarketBeat
June 14, 2026
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KEY POINTS
Clear Street Group Inc. increased its TSM stake by 43.4% in the fourth quarter, adding 14,294 shares and bringing its total holdings to 47,246 shares worth about $14.36 million.
Insider trading was mixed: VP Bor-Zen Tien b
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Clear Street Group Inc. Sells 14,212 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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KEY POINTS
Clear Street Group cut its ASML position by 58.8% in the fourth quarter, selling 14,212 shares and leaving it with 9,964 shares valued at about $10.66 million.
Wall Street sentiment remains largely positive: Goldman Sachs reiterated a buy rating, a
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Acquires New Stake in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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KEY POINTS
Dockside LLC opened a new position in Texas Instruments, buying 8,214 shares in the fourth quarter valued at about $1.425 million.
Texas Instruments reported better-than-expected earnings for the latest quarter, with EPS of $1.68 versus $1.37 expec
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
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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
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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
Brown Advisory Inc. Sells 81,866 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Brown Advisory Inc. reduced its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 15.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 452,246
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
11,829 Shares in Texas Instruments Incorporated $TXN Purchased by Atlas Capital Advisors Inc.
Written by MarketBeat
June 14, 2026
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Atlas Capital Advisors Inc. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor b
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Ally Financial Inc. Purchases 71,000 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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Ally Financial Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 165.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 114,000 shares of the computer hardware maker's stock after purch