Semiconductor News & Analysis Feed

NVIDIA (NVDA) has once again emerged as a key holding in Harvard University's 2026 stock portfolio, reflecting its dominant position in the AI sector. The company is not only a leading chipmaker but also a major player in supercomputing, having acquired Mellanox to enhance data transfer efficiency a

Harvard University’s 2026 stock portfolio highlights Taiwan Semiconductor Manufacturing Company (TSMC) as its top AI-related pick, holding a stake valued at $232 million. As the world’s leading semiconductor foundry, TSMC dominates the production of advanced AI chips and high-performance processors,

Harvard University’s 2026 stock portfolio highlights Taiwan Semiconductor Manufacturing Company (TSMC) as a top AI investment pick, underscoring its critical role in the semiconductor industry’s AI-driven transformation. TSMC dominates advanced chip manufacturing, with 74% of its wafer revenue comin

In June 2026, Harvard Management significantly increased its stake in Taiwan Semiconductor Manufacturing Co. (TSMC), holding 686,796 shares valued at $232.1 million as of Q1 2026, representing approximately 12.78% of its equity. This move underscores institutional confidence in TSMC’s leadership in