Semiconductor News & Analysis Feed

In August 2026, Altrafin AG significantly reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC), cutting its holdings by 99%, retaining only 478 shares valued at approximately $228,000. This move contrasts sharply with other institutional investors who increased their positions, suc

In Q4 2026, Altrafin AG increased its stake in ASML Holding N.V. (NASDAQ:ASML), purchasing 1,563 shares valued at approximately $1.67 million. This move reflects continued institutional confidence in ASML despite recent stock volatility. ASML, a global leader in semiconductor equipment, particularly

In June 2026, Swiss investment firm Altrafin AG increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC), investing approximately $15.3 million, representing 4.8% of its portfolio and making it the fifth-largest holding. This move reflects institutional confidence in TSMC’s growing r