Semiconductor News & Analysis Feed
362 articles
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
www.tradingview.com
2026-06-15
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Reuters
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Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
RefinitivLess than 1 min read
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Knollwood Investment Advisory LLC Acquires 3,664 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Knollwood Investment Advisory boosted its stake in Taiwan Semiconductor Manufacturing by 24.9% in the fourth quarter, buying 3,664 more shares and bringing its total holdings to 18,380 shares worth about $5.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Texas Instruments Incorporated $TXN Stake Increased by Epoch Investment Partners Inc.
Written by MarketBeat
June 14, 2026
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Epoch Investment Partners Inc. grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 14.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The instituti
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Epoch Investment Partners Inc. Sells 51,937 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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Epoch Investment Partners Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.5% in the fourth quarter, according to its most recent 13F filing with the Securities and
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Trimmed by Evelyn Partners Investment Management LLP
Written by MarketBeat
June 14, 2026
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KEY POINTS
Evelyn Partners Investment Management LLP trimmed its TSMC stake by 9.0% in the fourth quarter, though it still held 450,249 shares worth about $136.8 million and made TSMC its 6th-largest holding.
TSMC r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Blue Jean Financial LLC Makes New $1.55 Million Investment in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
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KEY POINTS
Blue Jean Financial LLC opened a new position in NVIDIA during the fourth quarter, buying 8,326 shares worth about $1.55 million.
Institutional interest in NVIDIA remains strong, with hedge funds and other investors continuing to ad
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Altrafin AG Makes New Investment in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Altrafin AG bought a new position in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,563 shares of the semicondu
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
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
Integrity Investment Advisors LLC Has $2.01 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 13, 2026
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Integrity Investment Advisors LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 30.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 10,753 shares of the com
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
www.zacks.com
2026-06-13
Zacks Investment Research
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2026-06-12
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2026-06-12
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