Semiconductor News & Analysis Feed
7943 articles
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
DGS Capital Management LLC Purchases 2,753 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
DGS Capital Management LLC increased its NVIDIA stake by 2.9% in the fourth quarter, buying 2,753 shares to bring its total to 96,737 shares worth about $18.0 million. NVIDIA now represents roughly 3.1% of the firm’s portfolio and is its fou
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio.
Institutional inte
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
MidFirst Bank Takes $66.45 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
MidFirst Bank disclosed a new position in NVIDIA, buying 386,777 shares valued at about $66.45 million. The stake makes NVIDIA its second-largest holding and about 5.2% of its portfolio.
Wall Street remains broadly bullish on NVIDIA, with several
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Ketron Financial Invests $134.61 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Ketron Financial disclosed a new fourth-quarter stake in NVIDIA, buying 721,751 shares worth about $134.6 million. NVIDIA is now its largest holding, making up 44.8% of the portfolio.
Several analysts remain bullish on NVIDIA, with multiple firms rai
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
3 US AI Stocks With Profit Margins And Earnings Growth
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI is no longer just a story about experiments and cash burn; it is increasingly about companies that turn heavy AI investment into real earnings. With inflation, rates, and energy prices all in focus, many investors are looking
2026-06-21
news.futunn.com
2026-06-21
富途牛牛
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2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Banque Transatlantique SA Has $492.46 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Banque Transatlantique SA trimmed its NVIDIA stake by 5.9% in the fourth quarter, but still held 2.64 million shares worth about $492.5 million. NVIDIA remains its second-largest holding and makes up 11.9% of the portfolio.
NVIDIA
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
BDFS Capital LLC Invests $1.91 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
BDFS Capital LLC opened a new position in NVIDIA in the fourth quarter, buying 10,255 shares worth about $1.91 million. The stake makes NVIDIA the fund’s 16th-largest holding.
NVIDIA’s latest results were strong, with EPS of $1.87 and revenue of $81.61
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Anchor Investment Management LLC Has $16.15 Million Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Anchor Investment Management increased its NVIDIA stake by 5.2% in the fourth quarter, buying 4,267 more shares and bringing its total to 86,592 shares worth about $16.15 million.
NVIDIA continues to attract strong analyst support
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
People walk past the Samsung Electronics headquarters in Suwon, Gyeonggi Province, May 22. Yonhap
University departments guaranteeing jobs at Samsung Electronics and SK hynix required more competitive admissions scores than Seoul National University's (SNU) natural sciences track this year — a notable milestone given that SNU, widely regarded as Korea's most prestigious university, has long set t
2026-06-21
koreabizwire.com
2026-06-21
Koreabizwire
Samsung Focuses on HBM Expansion as AI Demand Reshapes Chip Market
Posted on June 21, 2026 by Korea Bizwire in Technology, Top News with 0 Comments
Physical samples of sixth-generation high-bandwidth memory, HBM4 and HBM3E, are on display at Samsung Electronics’ booth at the Semiconductor Exhibition (SEDEX) 2025, held at COEX in southern Seoul. (Yonhap)
SEOUL, June 21 (Korea Bizwire) — Samsung
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Arwa LLC Invests $986,000 in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
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KEY POINTS
Arwa LLC disclosed a new position in NVIDIA during the fourth quarter, buying 5,287 shares valued at about $986,000.
NVIDIA reported a strong latest quarter, with EPS of $1.87 and revenue of $81.61 billion, both ahead of Wall Street expectations and up sharply from
2026-06-21
www.techinasia.com
2026-06-21
Tech in Asia
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Samsung Electronics' Seocho office in southern Seoul (Yonhap)
Samsung Electronics reviewed plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers at its global strategy meeting last week, as tightening memory supply and soaring AI demand boost the strategic importance of HBM, industry sources said Sunday.
Samsung's Device Solutions division
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Is Up 9.1% After Major AI Photonics Deal And IP Settlement - What's Changed
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, IQE plc announced a multi-year deal to supply Indium Phosphide epiwafers for Tower Semiconductor’s advanced silicon photonics platforms, while both companies settled an intellectual p
2026-06-21
www.asiae.co.kr
2026-06-21
아시아경제
KERI Becomes First in the World to Identify Trapezoidal Defect Structure in SiC Power Semiconductors
Revealing the Cause of Yield Loss... Laying the Foundation for Mass Production of High-Quality Wafers
The identity of a representative "killer defect" that lowers the yield of silicon carbide (SiC) power semiconductors—key components in artificial intelligence (AI) data centers and electric vehicl
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
A semiconductor wafer on display at Semicon Korea 2026, the chip industry's biggest annual showcase in Seoul, on Feb. 11 (Newsis)
Semiconductor majors run jointly with Samsung Electronics and SK hynix have overtaken Seoul National University's natural sciences programs in 2026's entrance scores.
The shift puts a guaranteed chip-industry job, for the first time at this scale, in the same tier as
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
Employees can be seein in front of Samsung Electronics' Seocho building in Seoul during a global strategy meeting, Tuesday. Yonhap
Samsung Electronics discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semi
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Samsung Electronics' office in Seocho District, Seoul
Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and o