Semiconductor News & Analysis Feed
1766 articles
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
Image from MarketBeat Media, LLC.
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
Image from MarketBeat Media, LLC.
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
news.google.com
2026-06-12
MarketBeat
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
Image from MarketBeat Media, LLC.
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
Image from MarketBeat Media, LLC.
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
Image from MarketBeat Media, LLC.
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
news.google.com
2026-06-12
IndexBox
2026-06-12
www.marketscreener.com
2026-06-12
marketscreener.com
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2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
Desktop GPU shipments hold steady in Q1 2026 with NVIDIA maintaining 90% market share
Q1 2026 GPU shipments dropped only 0.6%, far below the usual 12%, as NVIDIA holds 90% market share and Intel gains ground with Arc GPUs.
VIEW GALLERY - 3
Kosta Andreadis
Senior Editor
Published Jun 11, 2026 11:31 PM CDT
1 minute & 30 seconds read time
TL;DR: In Q1 2026, desktop GPU shipments slightly declined by
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode the dominance of the industry's established players.
2026-06-12
digitimes.com
2026-06-12
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness as chipmakers race to bring next-generation technologies to market.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
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
Image from MarketBeat Media, LLC.
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
Stock Market Today, June 11: Micron, Intel, and Nvidia Lead Rebound and SpaceX IPO Approaches
Emma Newbery, The Motley Fool
Thu, June 11, 2026 at 2:18 PM PDT 3 min read
NVDA
+2.22%
INTC
+9.27%
MU
+11.66%
ORCL
-8.53%
SPCX
0.00%
Explore stocks on Coinbase
Trading disclosure
The S&P 500 (SNPINDEX:^GSPC) rose 1.75% to 7,394.30, the Nasdaq Composite (NASDAQINDEX:^IXIC) jumped 2.54% to 25,809.66, and t
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The S&P 500 (
^GSPC
+1.75%
) rose 1.75% to 7,394.30, the Nasdaq Composite (
^IXIC
+2.54%
) jumped 2.54% to 25,809.66, and the Dow Jones Industrial Average (
^DJI
+1.86%
) climbed 1.86% to 50,848.75 as a de-escalation of U.S.-Iran tensions lead a broad rebound.
Market movers
Memory stocks surged today as Micron Technology bounced almost 12% to erase this week’s losses and Sandisk gained 14%. An a
2026-06-12
news.google.com
2026-06-12
MarketWatch
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
Written by Thomas Hughes | Reviewed by Clare Titus
June 11, 2026
KEY POINTS
NVIDIA's business continues to gain momentum, and catalysts are rolling down the pipe for delivery in Q3.
Analysts' sentiment trends have strengthened, pointing to a $500 price target and 150% upside.
Valuation metrics suggest this stock could top $1000 again within a