Semiconductor News & Analysis Feed
9282 articles
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Cambient Family Office LLC Has $48.33 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Cambient Family Office LLC increased its NVIDIA stake by 6.3% in the first quarter, adding 16,326 shares to bring its total to 277,107 shares. The position was valued at about $48.33 million and represented 6.7% of the firm’s portfolio,
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Beaumont Asset Management L.L.C. Takes Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
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KEY POINTS
Beaumont Asset Management opened a new position in NVIDIA during the first quarter, buying 2,662 shares worth about $464,000.
NVIDIA continues to attract major institutional interest, with hedge funds and other investors owning 65.27% of the co
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.tradingview.com
2026-07-04
TradingView
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Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still v
2026-07-04
www.energetica-india.net
2026-07-04
Energetica India Magazine
Infineon Technologies has inaugurated its Euro 5 billion Smart Power Fab in Dresden, expanding semiconductor manufacturing capacity for AI data centres, electric vehicles and clean energy while reinforcing Europe's technology leadership and supply chain resilience.
Infineon Technologies AG has opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investmen
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
__fail__
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Infineon, Doubles
Infineon Doubles Down on Diversification With Sensor Buyout and Third GaN Patent Victory
Veröffentlicht: 04.07.2026 um 07:43 Uhr, Redaktion boerse-global.de
Infineon shares close up 2.26% at €77.44 after completing ams OSRAM sensor acquisition and securing third German court victory against Chinese GaN rival Innoscience. Stock up 102% YTD.
Infineon - Infineon Doubles Down on Di
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
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KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
cio.economictimes.indiatimes.com
2026-07-04
Indiatimes
Taiwan Semiconductor Manufacturing Co. (TSMC) has received official clearance to inject USD 20 billion into its wholly owned subsidiary in Arizona.
According to a news report by Focus Taiwan, the approval was one of nine major domestic and overseas investment projects cleared by the MOEA's Department of Investment Review at a meeting Thursday.
This latest round of funding marks the sixth time th
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
eetimes.com
2026-07-04
Nitin Dahad
At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.