Semiconductor News & Analysis Feed
20 articles
2026-08-21
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2026-08-21
2026-08-21
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2026-08-21
2026-08-18
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2026-08-18
2026-08-17
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2026-08-17
Taiwan Semiconductor Manufacturing Company (TSMC) has attracted attention due to increased holdings by several institutional investors. According to SEC filings, Northeast Investment Management increased its stake in TSMC by 71.8% during the second quarter, raising its position to 58,050 shares wort
2026-08-17
www.marketbeat.com
2026-08-17
During the second quarter of 2026, PFG Advisors reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 27.3%, selling 1,758 shares and leaving it with 4,675 shares valued at $2.23 million. This move reflects cautious sentiment among some institutional investors. However, other inv
2026-08-17
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2026-08-17
2026-08-17
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2026-08-17
In the second quarter of 2026, Matthew Goff Investment Advisor LLC reduced its NVIDIA stake by 29.8%, selling 3,584 shares and retaining 8,439 shares worth approximately $1.69 million. Despite this reduction, institutional ownership remains substantial at 65.27%, with major investors such as Assenag
2026-08-17
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2026-08-17
In Q2 2026, Chicago Trust Co NA reduced its Qualcomm stake by 44.3%, selling 3,650 shares and retaining 4,584 shares valued at approximately $847,000. Although Qualcomm reported quarterly revenue of $9.95 billion, exceeding expectations, its EPS of $2.21 narrowly missed estimates and year-over-year
2026-08-17
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2026-08-17
2026-08-17
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2026-08-17
2026-08-16
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2026-08-16
Applied Materials delivered strong third-quarter results in 2026, with revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding expectations. Management also provided a positive fourth-quarter outlook, forecasting revenue between $9.8 billion and $10.8 billion and EPS of
2026-08-16
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2026-08-16
Tensor Edge Capital LLC increased its stake in Micron Technology, Inc. (MU) by 16.3% in Q2, acquiring an additional 37,949 shares to hold 271,199 shares valued at approximately $313 million, making it the largest holding in the firm's portfolio. This move reflects strong institutional confidence in
2026-08-16
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2026-08-16
WealthBridge Investment Counsel Inc. reduced its stake in Micron Technology by 25.7% in the second quarter, selling 4,880 shares while retaining 14,101 shares valued at $16.28 million. Micron reported strong quarterly results with EPS of $25.11, surpassing estimates of $21.39, and revenue surged 345
2026-08-16
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2026-08-16
Trust Asset Management LLC reduced its NVIDIA stake by 1.6% in Q2, selling 4,363 shares while retaining 267,768 shares valued at $53.58 million. Despite this reduction, NVIDIA remains the fund’s third-largest holding, representing 3.7% of its portfolio. The move followed strong quarterly results, wi
2026-08-16
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2026-08-16
NVIDIA, as a leading global AI chip manufacturer, continues to attract strong institutional investor and analyst attention. According to recent disclosures, Pioneer Wealth Management Group nearly doubled its NVIDIA stake in Q2, purchasing an additional 4,817 shares, bringing its total holdings to 9,
2026-08-16
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2026-08-16
According to the latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC), investment firm Aaron Wealth Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 16.1% in the second quarter, raising its holdings to $28.6 million. This move reflects
2026-08-15
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2026-08-15
On August 15, 2026, Goelzer Investment Management Inc. reduced its Qualcomm (NASDAQ:QCOM) stock holdings by 3.9% during the second quarter, selling 3,137 shares, leaving it with 77,526 shares. According to the latest SEC filing, the holding was valued at approximately $14.3 million, representing 0.6
2026-08-15
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2026-08-15
Grant Private Wealth Management Inc increased its NVIDIA stake by 8.7% in Q2, holding 141,405 shares valued at $28.29 million, making it the largest holding in its portfolio. Despite strong earnings—$81.61 billion in revenue and $1.87 EPS—exceeding estimates, and an $80 billion buyback plan along wi
2026-08-15
www.marketbeat.com
2026-08-15
In Q2 2026, Addenda Capital Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 42.1%, selling 16,105 shares while retaining 22,125 shares valued at approximately $10.6 million. Despite this, TSMC continues to benefit significantly from strong AI-related demand, reporting
2026-08-15
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2026-08-15
In August 2026, Altrafin AG significantly reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC), cutting its holdings by 99%, retaining only 478 shares valued at approximately $228,000. This move contrasts sharply with other institutional investors who increased their positions, suc