Semiconductor News & Analysis Feed
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2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
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J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
tomshardware.com
2026-06-11
Joe Shields
We tested the top 20 chargers on the market across different power segments to find out which models provide the most consistent power and the best charging experience without thermal throttling.
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Metis Global Partners LLC
Written by MarketBeat
June 11, 2026
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KEY POINTS
Metis Global Partners LLC reduced its Qualcomm stake by 7.3% in the fourth quarter, selling 3,125 shares and ending with 39,642 shares worth about $6.78 million.
Institutional ownership in Qualcomm remains high, with 74.35% of shares held by institut
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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2026-06-11
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2026-06-11
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2026-06-11
www.semiconductor-today.com
2026-06-11
Semiconductor Today
Northrop Grumman develops market-ready GaN chip for W-band RF in under six months
US-based aerospace & defense technology company Northrop Grumman Corp has fabricated a new gallium nitride (GaN) chip that sets what is claimed to be a new performance standard for military and commercial use.
Developed and market-ready in under six months, the new chip fully leverages the W-band spectrum and enabl
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Fosun International Ltd Purchases 3,300 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
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KEY POINTS
Fosun International Ltd increased its NVIDIA stake by 25.5% in the fourth quarter, buying 3,300 additional shares and bringing its holdings to 16,235 shares valued at about $3.03 million.
Wall Street remains broadly bullish on NVIDIA, with mult
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
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KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-11
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2026-06-11
marketscreener.com
2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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MediaTek And Qualcomm Lose Ground As Smartphone Chip Market Shifts To Premium Devices
MediaTek And Qualcomm Lose Ground As Smartphone Chip Market Shifts To Premium Devices
Joe Gallop
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11 Jun 2026
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MediaTek and Qualcomm have both lost ground in the global smartphone chipset market as rising memory chip costs force handset makers to rethink their product strategies.
New
2026-06-11
www.indexbox.io
2026-06-11
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2026-06-11
www.techradar.com
2026-06-11
TechRadar
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A knee-jerk reaction or something more? Nvidia's market cap dropped by almost $330 billion in 24 hours as the AI giant reeled from Broadcom's poor guidance
News
By Rahim Amir published 6 hours ago
A peer-based correction in chipmaker stocks
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A picture from Nvidia's Computex 2026 Keynote eve
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
digitimes.com
2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
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
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c