Semiconductor News & Analysis Feed
3091 articles
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Elevation Point Wealth Partners LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Elevation Point Wealth Partners increased its stake in Taiwan Semiconductor Manufacturing by 306.7% in the first quarter, ending with 52,397 shares valued at about $17.7 million.
Insider buying continued, with vice
2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
2026-07-03
evertiq.com
2026-07-03
Evertiq
© Liviorki
General | July 03, 2026
Report: $13 billion outlay for India Semiconductor Mission 2.0 cleared
Evertiq
India Semiconductor Mission 2.0 will be geared towards strengthening the entire semiconductor value chain, including chip design, fabrication and packaging.
The Expenditure Finance Committee (EFC) of the Indian government has approved an outlay of ₹1.25 trillion (about USD 13 billion)
2026-07-03
www.digitimes.com
2026-07-03
digitimes
For more than two decades, data center electrical power distribution operated as a highly standardized, mature, and slow-moving engineering discipline. The architecture of new-generation AI racks integrates more AI GPU/ASIC dies and multi-terabit SerDes switching fabrics into dense footprints. Consequently, rack power requirements are experiencing a massive paradigm shift.
During the peak deploym
2026-07-03
eetimes.com
2026-07-03
EE Times examines the companies, institutes, and policy initiatives positioning Spain within Europe’s next wave of semiconductor innovation.
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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Privacy
2026-07-03
news.google.com
2026-07-03
EE Times
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Argos Wealth Advisors LLC Sells 1,692 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Argos Wealth Advisors LLC cut its TSM position by 14.1% in the first quarter, selling 1,692 shares and ending with 10,295 shares worth about $3.48 million.
Sentiment around Taiwan Semiconductor Manufacturing remains bul
2026-07-03
timestech.in
2026-07-03
TimesTech
BuzzIndustry NewsSemiconductor
Infineon Opens World’s Largest Power Semiconductor Fab in Dresden
By TimesTech -
July 3, 2026
0
71
Infineon Technologies, opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investment volume of five billion euros, is the largest single investment in Infineon’s history and one of the largest investment projects in Germany
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Radek Strnad
Thu, July 2, 2026 at 7:28 PM PDT 4 min read
META
-2.02%
WDC
+3.42%
LSCC
+1.44%
MTSI
+0.13%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooli
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor (ON) Stock Faces Investor Investigation After Synaptics Deal
Bailey Pemberton
Thu, July 2, 2026 at 7:10 PM PDT 4 min read
ON
+2.95%
SYNA
+3.35%
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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Pomerantz LLP has opened an investor investigatio
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
As South Korea moves to accelerate a new semiconductor cluster in the country's southwest, ruling-party officials have returned to one comparison: Kumamoto.
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com
2026-07-03
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
eetimes.com
2026-07-03
Pablo Valerio
SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and is plans a Nasdaq listing.