Semiconductor News & Analysis Feed

In Q2 2026, Swedish fund Handelsbanken Fonder AB reduced its Qualcomm stake by 22.4%, selling 156,046 shares and retaining 539,896 shares valued at approximately $99.77 million. Although Qualcomm reported $9.95 billion in revenue, exceeding estimates, its adjusted EPS of $2.21 narrowly missed expect

In the second quarter of 2026, Swedish fund Handelsbanken Fonder AB increased its stake in Cadence Design Systems (CDNS) by 30.9%, purchasing an additional 41,693 shares, bringing its total holdings to 176,771 shares valued at approximately $66.3 million. This move reflects the fund’s positive outlo

In the second quarter of 2026, Handelsbanken Fonder AB increased its stake in Texas Instruments (TXN) by 13.9%, raising its holdings to 419,960 shares valued at approximately $125.2 million. The company reported strong quarterly earnings of $2.14 per share, exceeding estimates of $1.91, with revenue

Micron Technology saw a 6.3% increase in its stake from Handelsbanken Fonder AB during Q2 2026, raising its holdings to 630,685 shares valued at approximately $728 million. Despite strong quarterly results—reporting $41.46 billion in revenue and $25.11 EPS, significantly exceeding expectations—execu

On August 11, 2026, Swedish fund Handelsbanken Fonder AB reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 28.4% in Q2, selling 154,822 shares and retaining 389,578 shares valued at approximately $186.1 million. Despite this reduction, TSMC reported strong financial results,