Semiconductor News & Analysis Feed
654 articles
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise
Fatima Gulzar
June 28, 2026 2 min read
2330.TW
+1.02%
NVDA
+0.37%
TSM
+4.06%
AMD
+6.61%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 10, Bloomberg reported that Taiwan Semiconducto
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.7% in the first quarter, ending with 423,935 shares valued at about $143.27 million.
Analysts remain broadly bulli
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Metropolis Capital Ltd Sells 184,630 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Metropolis Capital Ltd reduced its stake in Taiwan Semiconductor Manufacturing by 34.9% in Q1, selling 184,630 shares and leaving it with 345,102 shares worth about $116.6 million.
Wall Street sentiment remains upbeat:
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Boomfish Wealth Group LLC Buys 3,653 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Boomfish Wealth Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.5% in the first quarter, buying 3,653 additional shares and bringing its total holding to 8,083 shares valued at about $2.73 mill
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd opened a new position in Taiwan Semiconductor Manufacturing, buying 8,800 shares valued at about $2.97 million. The stake makes TSMC its 9th-largest holding and roughly 2.8% of the portfolio.
Insider t
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company Limited (TSM)?
Ramish Cheema
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Top 13 Stocks That Will Skyrocket.
The final stock on our list is also from Porter Stansberry and Luke Lango's "1776 moment" newsletter. As dis
2026-06-28
www.telegraphherald.com
2026-06-28
TelegraphHerald.com
The thrill of the (treasure) hunt: Vendor-marke…
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Susquehanna raises price target on Taiwan Semiconductor Manufacturing to $575
Wall Street's growing AI optimism is lifting TSMC valuations, with implications that ripple directly into crypto mining ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (N
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Remains Bullish on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
2330.TW
+0.61%
BAC
+1.99%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026. BofA lifted the price target on Taiwan Semiconductor Manufacturing Company L
2026-06-27
www.sphericalinsights.com
2026-06-27
Spherical Insights
According to market research firm Spherical Insights & Consulting, which has been actively tracking the semiconductor manufacturing equipment, compound semiconductor materials, LED production technologies, epitaxial wafer fabrication, gallium nitride (GaN) devices, advanced deposition systems, and optoelectronic manufacturing sectors for the last 10 years, the growing adoption of energy-efficient
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica has built a 20-qubit quantum chip from scratch, and the team now says the next phase is less about lab breakthroughs and more about engineering a scalable, reproducible manufacturing system. Chii-Dong Chen, executive director of Academia Sinica's Center for Quantum Computer, says Taiwan's quantum chip effort is moving into that engineering battleground.