Semiconductor News & Analysis Feed
4814 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Ananya Gairola
Sun, June 14, 2026 at 3:01 AM PDT 5 min read
NVDA
+0.16%
INTC
+6.51%
Explore stocks on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvidia Corp. ha
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Infusive Asset Management Inc. Purchases Shares of 12,813 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Infusive Asset Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
DE Burlo Group Inc. Reduces Stake in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DE Burlo Group Inc. cut its ASML stake by 87.9% in the fourth quarter, selling 20,575 shares and leaving it with 2,840 shares valued at about $3.0 million.
Other institutional investors were active in ASML during the quarter, with several new positions opene
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Companies have been making memory and storage solutions for decades, but it was artificial intelligence (AI) that recently woke up the sleepy sector. That's allowing specialized memory and storage providers like Micron Technology, Samsung Electronics, and SK Hynix to cash in.
Unfortunately for investors, owning those companies isn't the most straightforward. It costs nearly $1,000 to own a full s
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Clear Street Group Inc.
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Clear Street Group Inc. increased its TSM stake by 43.4% in the fourth quarter, adding 14,294 shares and bringing its total holdings to 47,246 shares worth about $14.36 million.
Insider trading was mixed: VP Bor-Zen Tien b
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Clear Street Group Inc. Sells 14,212 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Clear Street Group cut its ASML position by 58.8% in the fourth quarter, selling 14,212 shares and leaving it with 9,964 shares valued at about $10.66 million.
Wall Street sentiment remains largely positive: Goldman Sachs reiterated a buy rating, a
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Acquires New Stake in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Dockside LLC opened a new position in Texas Instruments, buying 8,214 shares in the fourth quarter valued at about $1.425 million.
Texas Instruments reported better-than-expected earnings for the latest quarter, with EPS of $1.68 versus $1.37 expec
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Texas Instruments Incorporated $TXN Stake Increased by Epoch Investment Partners Inc.
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Epoch Investment Partners Inc. grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 14.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The instituti
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Epoch Investment Partners Inc. Sells 51,937 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Epoch Investment Partners Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.5% in the fourth quarter, according to its most recent 13F filing with the Securities and
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Brown Advisory Inc. Sells 81,866 Shares of ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Brown Advisory Inc. reduced its stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) by 15.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 452,246
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Purchases Shares of 5,473 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Blue Jean Financial LLC opened a new position in Taiwan Semiconductor Manufacturing, buying 5,473 shares valued at about $1.66 million in the fourth quarter. The stock now represents roughly 1.4% of the firm’s holdin
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Makes New $1.55 Million Investment in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Blue Jean Financial LLC opened a new position in NVIDIA during the fourth quarter, buying 8,326 shares worth about $1.55 million.
Institutional interest in NVIDIA remains strong, with hedge funds and other investors continuing to ad
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
11,829 Shares in Texas Instruments Incorporated $TXN Purchased by Atlas Capital Advisors Inc.
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Atlas Capital Advisors Inc. bought a new position in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor b
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Ally Financial Inc. Purchases 71,000 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Ally Financial Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 165.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 114,000 shares of the computer hardware maker's stock after purch
2026-06-14
macaubusiness.com
2026-06-14
Macau Business
SUZHOU, China, June 13, 2026 /PRNewswire/ — In a landmark decision for the global semiconductor industry, the Supreme People’s Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, mar
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
Trade ACLS on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol