Semiconductor News & Analysis Feed
2901 articles
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares of Stock
Written by MarketBeat
June 30, 2026
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KEY POINTS
TSMC VP Bor-Zen Tien bought 1,000 shares on June 29 at an average price of $76.64, bringing his direct holdings to 12,051 shares. The transaction was disclosed in an SEC filing and increased his ownership by 9.05%.
The company rec
2026-06-30
www.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet when it updated its outlook, raising its Q4 2026 revenue guidance by an eye-watering
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Spinnaker Trust Purchases 1,508 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Spinnaker Trust increased its TSM stake by 4.1% in the first quarter, buying 1,508 additional shares and bringing its total to 38,696 shares valued at about $13.1 million.
Insider activity was mixed: VP Bor-Zen Tien bought 2
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
SJS Investment Consulting Inc. Acquires 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SJS Investment Consulting boosted its stake in Taiwan Semiconductor Manufacturing by 286% in the first quarter, buying 1,742 additional shares and lifting its total holding to 2,351 shares valued at about $795,
2026-06-30
voi.id
2026-06-30
VOI.id
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2026-06-30
www.marketscreener.com
2026-06-30
marketscreener.com
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2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
BXM Wealth LLC Has $766,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC sharply cut its TSM stake in the first quarter, selling 39,485 shares and reducing its position by 94.6%. The firm ended with 2,268 shares worth about $766,000.
TSMC insiders were buying shares, with Vice President
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by BXM Wealth LLC
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC cut its Texas Instruments stake by 91.5% in the first quarter, selling 43,128 shares and leaving it with 4,006 shares worth about $778,000.
Several other institutional investors also adjusted their positions, while institutions and hedge
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Assenagon Asset Management S.A. Sells 400,735 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Assenagon Asset Management S.A. reduced its NVIDIA stake by 1.9% in the first quarter, selling 400,735 shares and ending with 20,486,718 shares valued at about $3.57 billion.
NVIDIA’s latest earnings beat expectations, with quarterly EPS
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Apella Capital LLC Has $24.51 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Apella Capital LLC increased its NVIDIA stake by 35.7% in the first quarter, adding 36,966 shares to bring its total holdings to 140,544 shares worth about $24.51 million.
NVIDIA reported strong quarterly results, with $1.87 EPS and $81.6
2026-06-30
www.automotiveworld.com
2026-06-30
Automotive World
BYD has excelled in vertical integration in almost every area besides chip production. By Stewart Burnett
June 30, 2026
BYD plans to equip an as-yet-unrevealed series production model under the Denza brand with its in-house developed Xuanji A3 smart driving chip for the first time in 2027, a report by Chinese outlet LatePost has indicated. The chip, unveiled in May 2026 as China’s first mass-pro
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Recommendation of "Buy" from Analysts
Written by MarketBeat
June 30, 2026
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KEY POINTS
TSMC has a consensus analyst rating of “Buy” from 16 brokerages, with 12 buys and 2 strong buys; the average 1-year price target is about $449.38.
Several analysts recently raised their price targets on
2026-06-30
kalkinemedia.com
2026-06-30
Kalkine Media
Broadcom Inc (NASDAQ:AVGO) Leads AI Chip Market Focus
NASDAQ COMPOSITE
AVGO
3 min read | June 29, 2026 11:06 PM PDT | By Anmol Khazanchi
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2026-06-30
www.marketscreener.com
2026-06-30
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2026-06-30
www.bitget.com
2026-06-30
Bitget
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
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2026-06-30
Seoul Economic Daily
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2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.