Semiconductor News & Analysis Feed

2 articles
2026-08-18
news.google.com 2026-08-18
As artificial intelligence (AI) continues to advance, the demand for memory chips and storage has surged, with companies like Micron Technology and SanDisk gaining significant returns due to their critical role in data center AI workloads. However, as AI computing scales up, data transmission bottle
2026-08-17
news.google.com 2026-08-17
During the second quarter of 2026, investment firm Canoe Financial LP reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 16.7%, selling 144,200 shares, leaving it with 720,570 shares valued at $344.12 million. Despite this reduction, TSMC remains the third-largest holding in C