Semiconductor News & Analysis Feed
364 articles
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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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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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
Image from MarketBeat Media, LLC.
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
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
simplywall.st
2026-06-12
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-11
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2026-06-11
Zacks Investment Research
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
www.koreaherald.com
2026-06-11
The Korea Herald
Government push for regional growth fuels speculation over chip giants' investments in Honam
Samsung Electronics logo (left) and SK hynix logo (Yonhap)
Samsung Electronics and SK hynix are being floated as possible investors in new semiconductor facilities in Korea's southwest, fueling hopes that the Honam region could host its first major chip production base, even as both companies say no such
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.
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
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
www.zacks.com
2026-06-11
Zacks Investment Research
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How AI and HBM Focus at Investor Day At FormFactor (FORM) Has Changed Its Investment Story
Simply Wall St
Wed, June 10, 2026 at 6:12 AM PDT 3 min read
FORM
-3.68%
Trade FORM on Coinbase
Trading disclosure
In recent days, FormFactor’s Investor Day focused on its expanding role in AI, high‑performance computing, high‑bandwidth memory, and advanced packaging, prompting analysts to update their views
2026-06-10
www.zacks.com
2026-06-10
Zacks Investment Research
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagship Ark Innovation ETF (
ARKK
1.07%
) has had mixed results, up 49% over the past year but down 8.7% on average over the last five, as of the end of April.
Nonetheless, when she makes moves, it tends to be notable. Recently, she has been trimming her stake in Advance
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Ark Investment's Cathie Wood Just Sold AMD Shares and Bought Nvidia. Is That the Right Move for Investors?
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 3:49 AM PDT 4 min read
NVDA
-2.35%
AMD
-3.20%
ARKK
-0.73%
Explore stocks on Coinbase
Trading disclosure
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagsh