Semiconductor News & Analysis Feed
650 articles
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Reuters
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Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
RefinitivLess than 1 min read
SRL
−3.82%
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2026-06-14
www.barchart.com
2026-06-14
Barchart.com
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Shares of electronic design automation Cadence Design Systems (CDNS) found themselves back in the spotlight on June 8 after the company announced an expanded partnership with Intel (INTW) Foundry that could help shape the next generation of chip technology. The new multi-year col
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Wall Street Loves Cadence Design Systems Stock Here
Anushka Mukherji
Sun, June 14, 2026 at 8:15 AM PDT 6 min read
CDNS
+0.32%
INTC
+6.51%
INTW
+13.08%
$SPX
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Shares of electronic design automation Cadence Design Systems (CDNS) found
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
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Clear Street Group Inc.
Written by MarketBeat
June 14, 2026
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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
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-13
phys.org
2026-06-13
Phys.org
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2026-06-13
news.google.com
2026-06-13
digitimes
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Siemens, Builds
Siemens Builds Out Three Growth Engines: SiC Data Center Chips, Defence Software, and Digital Locomotives
12.06.2026 - 18:24:52 | boerse-global.de
Siemens partners with Infineon on SiC circuit breakers for AI data centers, launches defence production centre, and transforms trains into software platforms, driving growth.
Siemens - Siemens Builds Out Three Growth Engines: SiC Data
2026-06-13
www.cnbc.com
2026-06-13
CNBC
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2026-06-12
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2026-06-12
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2026-06-12
www.marketscreener.com
2026-06-12
marketscreener.com
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon’s, Dresden
Infineon’s Dresden Fab Lights Up Three Months Early as AI’s Energy Needs Reshape the Chipmaker’s Valuation
12.06.2026 - 16:43:20 | boerse-global.de
Infineon's €5B Dresden fab starts July 2026, ahead of schedule. AI revenue to hit €1.5B, Goldman raises target to €88 amid growing data center and auto demand.
Infineon’s - Infineon’s Dresden Fab Lights Up Three Months Early as AI
2026-06-12
www.thestreet.com
2026-06-12
thestreet.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Micron Technology (
MU
+11.48%
) and Intel (
INTC
+9.34%
) are popular with investors right now because the artificial intelligence (AI) boom represents a significant growth opportunity for both companies. The stocks have added 228% and 192%, respectively, this year. Yet, certain Wall Street analysts think Micron and Intel are wildly overvalued.
William Kerwin at Morningstar has given Micron a ta