Semiconductor News & Analysis Feed
875 articles
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
29,560 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by AI Squared Management Ltd
Written by MarketBeat
June 12, 2026
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KEY POINTS
AI Squared Management opened a new position in Taiwan Semiconductor Manufacturing, buying 29,560 shares valued at about $8.98 million. The stake makes TSMC its second-largest holding, accounting for 10.4% of the p
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Aviva PLC
Written by MarketBeat
June 12, 2026
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Aviva PLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Th
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
TSMC boss frets about shortages of talent, water in Taiwan
Reuters Videos
Fri, June 12, 2026 at 12:39 AM PDT
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www.marketbeat.com
2026-06-12
MarketBeat
Banco BTG Pactual S.A. Acquires 46,564 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Banco BTG Pactual S.A. increased its stake in Taiwan Semiconductor Manufacturing by 73.3% in the fourth quarter, adding 46,564 shares to reach 110,096 shares valued at about $33.5 million.
TSMC reported strong recent
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
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TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations.
The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
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J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
news.futunn.com
2026-06-11
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2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
digitimes.com
2026-06-11
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
digitimes.com
2026-06-11
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).