Semiconductor News & Analysis Feed
696 articles
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Parnassus Investments LLC Has $114.57 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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Parnassus Investments LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
TCTC Holdings LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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TCTC Holdings LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 265.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fu
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Colonial Trust Co SC Buys 4,137 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Colonial Trust Co SC boosted its Taiwan Semiconductor Manufacturing stake by 49.7% in the fourth quarter, buying 4,137 shares to bring its total holding to 12,464 shares valued at about $3.79 million.
Institutional interest
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Burkett Asset Management Ltd Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Burkett Asset Management opened a new position in Taiwan Semiconductor Manufacturing, buying 15,060 shares worth about $4.58 million. The stake now makes up 4.6% of the firm’s holdings and is its 6th-largest posit
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
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.azom.com
2026-06-12
AZoM
From Forge Nano
Jun 12 2026
Forge Nano, Inc., a leading U.S. based semiconductor equipment and advanced materials company pioneering Atomic Layer Deposition ("ALD") technology for artificial intelligence ("AI")-era chip manufacturing and defense battery applications, which has signed an agreement to merge with Archimedes Tech SPAC Partners II Co. ("Archimedes II"), today announced that a leading
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
digitimes.com
2026-06-12
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper basepl
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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KEY POINTS
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
TSM
+2.10%
Trade TSM on Coinbase
Trading disclosure
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
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
Call
2026-06-11
evertiq.com
2026-06-11
Evertiq
© Applied Materials
Business | June 11, 2026
Applied Materials opens $500 million manufacturing campus in Singapore
Evertiq
Applied Materials has expanded its manufacturing and R&D operations in Singapore with the opening of the Tampines Campus, a USD 500 million facility that more than doubles the company's cleanroom capacity in the country. The campus is already operating at volume production.
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
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
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).
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.