Semiconductor News & Analysis Feed
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2026-07-01
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United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) And Amkor Sign 10 Year Arizona Chip Packaging Deal
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC and Amkor have agreed to a 10 year partnership focused on advanced semiconductor packaging and testing in Arizona.
The collaboration is aimed at supporting US chip supply for AI and high performance computing applica
2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
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NVDA
+0.71%
TSM
-4.25%
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AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
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2026-07-01
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
wccftech.com
2026-07-01
Wccftech
Samsung Electronics is all set to tackle Intel 14A and TSMC A14 with its own 1.4nm process technology, which should be ready in 2029.
Intel and TSMC are one of the leading firms working on 1.4nm class process technologies. Although each technology is fundamentally different than one another, both are officially designated as 1.4nm products. TSMC's A14 fabs are expected to come online next year &
2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares of Stock
Written by MarketBeat
June 30, 2026
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KEY POINTS
TSMC VP Bor-Zen Tien bought 1,000 shares on June 29 at an average price of $76.64, bringing his direct holdings to 12,051 shares. The transaction was disclosed in an SEC filing and increased his ownership by 9.05%.
The company rec
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
SJS Investment Consulting Inc. Acquires 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
SJS Investment Consulting boosted its stake in Taiwan Semiconductor Manufacturing by 286% in the first quarter, buying 1,742 additional shares and lifting its total holding to 2,351 shares valued at about $795,
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Spinnaker Trust Purchases 1,508 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
Spinnaker Trust increased its TSM stake by 4.1% in the first quarter, buying 1,508 additional shares and bringing its total to 38,696 shares valued at about $13.1 million.
Insider activity was mixed: VP Bor-Zen Tien bought 2