Semiconductor News & Analysis Feed
4223 articles
2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
tomshardware.com
2026-06-14
Denise Bertacchi
Snapmaker celebrates 10 years in business by sponsoring open-source developers and you.
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
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.digitaltrends.com
2026-06-14
Digital Trends
Windows laptops have been chasing the gold that Apple struck years ago with its M-series chips. Back in 2020, Apple revealed a new lineup of MacBooks powered by silicon that seemed generations ahead in efficiency, integration, and even performance. It was a system that was built around the hardware instead of merely running on top of it.
At Computex 2026, Nvidia RTX Spark looked like one of the m
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
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KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
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
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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
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
Dockside LLC Purchases New Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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KEY POINTS
Dockside LLC opened a new position in ASML during the fourth quarter, buying 1,713 shares valued at about $1.83 million.
Institutional interest in ASML remains broad, with several other funds modestly increasing their stakes; overall, 26.07% of the stock i
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dymon Asia Capital Singapore PTE. LTD. Buys Shares of 1,876 ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Dymon Asia Capital Singapore PTE. LTD. bought a new stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The f
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
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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
Dockside LLC Acquires New Stake in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
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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.indexbox.io
2026-06-14
IndexBox
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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
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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
NVIDIA Corporation $NVDA is Biondo Investment Advisors LLC's 3rd Largest Position
Written by MarketBeat
June 14, 2026
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KEY POINTS
Biondo Investment Advisors trimmed its NVIDIA stake by 11.3% in the fourth quarter, but NVDA still remains its 3rd-largest holding, making up 6.8% of the portfolio and worth about $56.5 million.
Despite some mixed market commentary, anal
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Altrafin AG Takes $15.30 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Altrafin AG acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commi
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
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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.
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