Semiconductor News & Analysis Feed

Cadence Design Systems (CDNS) delivered robust second-quarter results in 2026, with revenue up 24.2% year-over-year to $1.58 billion and adjusted EPS of $2.11, surpassing the consensus estimate by $0.06. The company reported a record backlog of $8.1 billion, signaling strong future sales visibility

In July 2026, Liontrust Investment Partners LLP increased its stake in Texas Instruments (TI) during the first quarter, purchasing 67,251 shares valued at approximately $13.06 million. This move reflects institutional confidence in TI's long-term prospects within the semiconductor industry. As a glo

On July 31, 2026, Liontrust Investment Partners LLP increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 221.2% in Q1, acquiring 358,494 additional shares, bringing its total holdings to 520,558 shares valued at approximately $175.9 million. This move underscores institutional