Semiconductor News & Analysis Feed
716 articles
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
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STOCK ANALYSIS
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Published on June 13, 2026 at 4:56 pm by RICARDO PILLAI in News, Stock Analysis
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal. In this article, we will summarize the bulls’ thesis on CDNS. Cadence
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Ricardo Pillai
Sat, June 13, 2026 at 1:56 PM PDT 3 min read
CDNS
+0.32%
SNPS
-0.53%
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money's Substack by Bret Rosenthal. In this article, we will summarize the bulls' th
2026-06-14
www.techradar.com
2026-06-14
TechRadar
Pro
Semiconductor stocks just had their worst week since 2020 — but it wasn't all their fault
News
By Rahim Amir published 49 minutes ago
AI giveth and AI taketh a trillion dollars away?
(Image credit: Wang Gang/China News Service via Getty Images)
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Semiconductor stoc
2026-06-13
tomshardware.com
2026-06-13
Kunal Khullar
Powered by the Ryzen AI Max+ 395 processor and 128GB of unified memory, AMD's developer kit arrives as a direct competitor to Nvidia's DGX Spark, which recently saw a price increase to $4,699.
2026-06-13
tomshardware.com
2026-06-13
Zhiye Liu
Nvidia now sells the RTX Pro 6000 Blackwell graphics cards for $13,250, while partner offerings start at $11,359.99.
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
PC Components GPUs
Nvidia raises RTX Pro 6000 Blackwell GPU pricing to $13,250 — 55% increase over MSRP in a year's time
News
By Zhiye Liu published 24 minutes ago
Blackwell Pro continues to go up in value amid the AI boom.
(Image credit: Nvidia)
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No graphics card i
2026-06-13
www.gurufocus.com
2026-06-13
GuruFocus
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2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
www.marketwatch.com
2026-06-13
MarketWatch
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2026-06-13
news.google.com
2026-06-13
Stock Titan
2026-06-13
eetimes.com
2026-06-13
UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research.
2026-06-12
letsdatascience.com
2026-06-12
Let's Data Science
FUNDING & BUSINESS
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Harvard Increases Stake in Taiwan Semiconductor (TSM)
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June 12, 2026
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Xponance LLC Acquires 3,562 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Xponance LLC increased its stake in Cadence Design Systems by 4.9% in the fourth quarter, buying 3,562 additional shares and bringing its total holding to 76,058 shares valued at about $23.8 million.
Institutional ownership remains very high, wit
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Peterson Wealth Services Sells 175,226 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peterson Wealth Services cut its Cadence Design Systems stake by 93.6% in the fourth quarter, selling 175,226 shares and leaving it with 11,889 shares worth about $3.7 million.
Insiders have also been selling, including VP Paul Scannel
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
Image from MarketBeat Media, LLC.
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
news.google.com
2026-06-12
MarketBeat
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Texas Instruments Incorporated $TXN Shares Purchased by Alps Advisors Inc.
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Alps Advisors Inc. increased its Texas Instruments stake by 178% in the fourth quarter, bringing its holdings to 217,732 shares worth about $37.8 million. Other large institutional investors also added to positions, and institutions/hedge funds
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix is reviewing the use of external generative artificial intelligence models, including ChatGPT, inside the company, as Korea’s major chipmakers move to bring AI deeper into day-to-day work.
The move comes as companies are looking beyond AI as a simple productivity tool and seeking to use it more broadly in research and developme
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).