Semiconductor News & Analysis Feed
2097 articles
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor ETF (SOXQ) has a portfolio that is substantially the same as SOXX's, but with nearly half the expense ratio.
10 stocks we like better than VanEc
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
David Dierking, The Motley Fool
Sun, June 14, 2026 at 12:50 PM PDT 4 min read
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Trading disclosure
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% inc
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year. The majority of that spending will help these companies meet semiconductor demand.
There are two primary exchange-traded funds (ETFs) that compete in this sector: the VanEck Semiconductor ETF (
SMH
+1.71%
) and the iShares Semicon
2026-06-15
www.indexbox.io
2026-06-15
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Tech Hardware/NasdaqGS:STX
If AI Trade Flows Surge These Semiconductor Stocks Could Surprise
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global trade is picking up again, with AI hardware, semiconductors, and advanced electronics right at the center of that shift. For investors, this news event is a cue to look closely at companies that sit along these supply chains, fr
2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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Lattice Semiconductor Transitioning To A Strong Upcycle
Jun 14, 2026, 8:03 AM ETLattice Semiconductor Corporation (LSCC) Stock
Michael Del Monte
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Summary
Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption.
The AMI acquisition br
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
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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
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million.
Institutional ownership remains strong, with several large funds such as Fisher A
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
1,429 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Global Endowment Management LP
Written by MarketBeat
June 14, 2026
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KEY POINTS
Global Endowment Management LP opened a new position in Taiwan Semiconductor Manufacturing, buying 1,429 shares worth about $434,000 in the fourth quarter.
TSMC reported strong recent results, including $3.
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
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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
Knollwood Investment Advisory LLC Acquires 3,664 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Knollwood Investment Advisory boosted its stake in Taiwan Semiconductor Manufacturing by 24.9% in the fourth quarter, buying 3,664 more shares and bringing its total holdings to 18,380 shares worth about $5.
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
Epoch Investment Partners Inc. Sells 51,937 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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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
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Trimmed by Evelyn Partners Investment Management LLP
Written by MarketBeat
June 14, 2026
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KEY POINTS
Evelyn Partners Investment Management LLP trimmed its TSMC stake by 9.0% in the fourth quarter, though it still held 450,249 shares worth about $136.8 million and made TSMC its 6th-largest holding.
TSMC r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Has $6.99 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Artemis Wealth Advisors LLC cut its TSM position by 30.3% in the fourth quarter, selling 10,000 shares and leaving it with 23,000 shares valued at about $6.99 million. Taiwan Semiconductor Manufacturing now r
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
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Bornite Capital Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Bornite Capital Management LP more than doubled its stake in TSMC in the fourth quarter, buying an additional 106,600 shares to bring its total to 206,600 shares worth about $62.8 million. TSMC now represents 6.1% of th