Semiconductor News & Analysis Feed
2104 articles
2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:ON
Is onsemi’s New Elite Pairing Studio a Clue to ON’s AI Power Strategy?
June 12, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, onsemi launched its cloud-based Elite Pairing Studio, an online design tool that helps engineers optimally match SiC MOSFETs and gate drivers for demanding power electronics in AI data centers, e
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
stockstory.org
2026-06-12
StockStory
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, June 12, 2026 at 3:21 AM PDT 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
Explore stocks on Coinbase
Trading disclosure
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, 12 June 2026 at 3:21 am GMT-7 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sumitomo Mitsui Financial Group reported a new fourth-quarter stake in Taiwan Semiconductor Manufacturing, buying 1,230 shares worth about $370,000.
Other institutional investors also added to TSMC posit
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-12
www.electronicsweekly.com
2026-06-12
Electronics Weekly
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Nuveen LLC
Written by MarketBeat
June 12, 2026
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KEY POINTS
Nuveen LLC cut its TSM stake by 5.8% in the fourth quarter, selling 154,963 shares and leaving it with 2.53 million shares valued at about $768.3 million.
TSMC continues to post strong operating results and investor support, reporting $3.11
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Parnassus Investments LLC Has $114.57 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
Parnassus Investments LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-12
constructiondigital.com
2026-06-12
Construction Digital
Micron Technology has selected Bechtel to partner on the engineering, procurement and construction (EPC) of the first phase of Micron’s memory manufacturing complex in Clay, New York.
The site is planned to become the largest semiconductor manufacturing facility in the US. Micron is investing US$100bn in the project, marking the largest private investment in New York State’s history.
The global
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
TCTC Holdings LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
TCTC Holdings LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 265.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fu
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Colonial Trust Co SC Buys 4,137 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Colonial Trust Co SC boosted its Taiwan Semiconductor Manufacturing stake by 49.7% in the fourth quarter, buying 4,137 shares to bring its total holding to 12,464 shares valued at about $3.79 million.
Institutional interest
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Burkett Asset Management Ltd Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Burkett Asset Management opened a new position in Taiwan Semiconductor Manufacturing, buying 15,060 shares worth about $4.58 million. The stake now makes up 4.6% of the firm’s holdings and is its 6th-largest posit
2026-06-12
semiengineering.com
2026-06-12
Semiconductor Engineering
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
29,560 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by AI Squared Management Ltd
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AI Squared Management opened a new position in Taiwan Semiconductor Manufacturing, buying 29,560 shares valued at about $8.98 million. The stake makes TSMC its second-largest holding, accounting for 10.4% of the p
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Aviva PLC
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
Aviva PLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Th