Semiconductor News & Analysis Feed
665 articles
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
TSM
+2.10%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
Call
2026-06-11
evertiq.com
2026-06-11
Evertiq
© Applied Materials
Business | June 11, 2026
Applied Materials opens $500 million manufacturing campus in Singapore
Evertiq
Applied Materials has expanded its manufacturing and R&D operations in Singapore with the opening of the Tampines Campus, a USD 500 million facility that more than doubles the company's cleanroom capacity in the country. The campus is already operating at volume production.
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)
Fiona Craig
Wed, June 10, 2026 at 10:36 AM AST 3 min read
MU
-1.83%
chip semiconductor pcb 2 NEW SIZE ©Jon Sullivan
The appointment of Bechtel advances construction of Micron's planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in
2026-06-10
news.google.com
2026-06-10
Business Wire
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Results Strengthened Its Key Role in the AI Trend
Soumya Eswaran
Wed, June 10, 2026 at 8:09 AM AST 4 min read
2330.TW
-2.17%
MSTR
+0.87%
TSM
-1.40%
Sands Capital Management, LLC released its Q1 2026 investor letter for its "Select Growth Strategy". A copy of the letter is available to download here. Select Growth mainly targets leading U.
2026-06-10
tomshardware.com
2026-06-10
Bruno Ferreira
New nozzle array design is better and far cheaper than conventional technology.
2026-06-10
pr.tsmc.com
2026-06-10
pr.tsmc.com
TSMC May 2026 Revenue Report
Issued by: TSMC
Issued on: 2026/06/10
TSMC May 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for J
2026-06-10
www.quiverquant.com
2026-06-10
Quiver Quantitative
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indust
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
Applied Materials, Inc.
Tue, June 9, 2026 at 10:00 PM PDT 4 min read
AMAT
+1.43%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc.
Applied Materials Tampines Campus in Singapore
Applied Materials Tampines Camp
2026-06-10
www.globenewswire.com
2026-06-10
GlobeNewswire
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indu
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.