Semiconductor News & Analysis Feed
2894 articles
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
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KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Cambient Family Office LLC Has $48.33 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Cambient Family Office LLC increased its NVIDIA stake by 6.3% in the first quarter, adding 16,326 shares to bring its total to 277,107 shares. The position was valued at about $48.33 million and represented 6.7% of the firm’s portfolio,
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Beaumont Asset Management L.L.C. Takes Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Beaumont Asset Management opened a new position in NVIDIA during the first quarter, buying 2,662 shares worth about $464,000.
NVIDIA continues to attract major institutional interest, with hedge funds and other investors owning 65.27% of the co
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
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KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-03
www.indexbox.io
2026-07-03
IndexBox
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2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
www.taiwannews.com.tw
2026-07-03
Taiwan News
www.taiwannews.com.tw
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2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
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