Semiconductor News & Analysis Feed

20 articles
2026-07-30
www.marketbeat.com 2026-07-30
2026-07-29
www.marketbeat.com 2026-07-29
Cadence Design Systems reported strong Q2 earnings of $2.11 per share, beating the consensus estimate of $2.05, with revenue rising 24.2% year-over-year to $1.58 billion. The company raised its full-year 2026 guidance to $8.05–$8.15 EPS, driven by robust demand for AI-powered design software and hig
2026-07-29
www.marketbeat.com 2026-07-29
Cadence Design Systems (CDNS) delivered strong Q2 results with EPS of $2.11, beating estimates by $0.06, and revenue up 24.2% YoY to $1.58B. Management raised FY2026 guidance, citing robust demand for AI chip design and high-performance computing. Despite strong performance, analysts note the stock'
2026-07-29
www.marketbeat.com 2026-07-29
In July 2026, Opal Capital LLC increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 72.5%, acquiring an additional 11,666 shares to hold a total of 27,767 shares valued at approximately $9.4 million. This move reflects strong institutional confidence in TSMC, particularly amid
2026-07-29
www.marketbeat.com 2026-07-29
Taiwan Semiconductor Manufacturing Company (TSMC), as the world's leading semiconductor foundry, continues to attract significant attention from institutional investors. According to SEC filings, RDST Capital LLC increased its stake in TSMC by 111.4% in the first quarter, holding 177,619 shares valu
2026-07-28
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