Semiconductor News & Analysis Feed
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Harvard Increases Stake in Taiwan Semiconductor (TSM)
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June 12, 2026
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Xponance LLC Acquires 3,562 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
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Xponance LLC increased its stake in Cadence Design Systems by 4.9% in the fourth quarter, buying 3,562 additional shares and bringing its total holding to 76,058 shares valued at about $23.8 million.
Institutional ownership remains very high, wit
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Peterson Wealth Services Sells 175,226 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
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Peterson Wealth Services cut its Cadence Design Systems stake by 93.6% in the fourth quarter, selling 175,226 shares and leaving it with 11,889 shares worth about $3.7 million.
Insiders have also been selling, including VP Paul Scannel
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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Sumitomo Mitsui Financial Group reported a new fourth-quarter stake in Taiwan Semiconductor Manufacturing, buying 1,230 shares worth about $370,000.
Other institutional investors also added to TSMC posit
2026-06-12
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2026-06-12
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2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix is reviewing the use of external generative artificial intelligence models, including ChatGPT, inside the company, as Korea’s major chipmakers move to bring AI deeper into day-to-day work.
The move comes as companies are looking beyond AI as a simple productivity tool and seeking to use it more broadly in research and developme
2026-06-12
digitimes.com
2026-06-12
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems.
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
digitimes.com
2026-06-12
SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident adds to a series of recent accidents, raising fresh safety concerns for semiconductor plants worldwide that depend on hazardous gases and chemicals.
2026-06-12
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2026-06-12
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2026-06-12
Yahoo Finance
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
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Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)'s shares are among
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
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Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy