Semiconductor News & Analysis Feed
2977 articles
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.
2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
www.indexbox.io
2026-06-29
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2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-28
www.marketwatch.com
2026-06-28
MarketWatch
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2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
news.google.com
2026-06-28
Yahoo Finance
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.7% in the first quarter, ending with 423,935 shares valued at about $143.27 million.
Analysts remain broadly bulli
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Wealth Management Partners LLC Sells 10,638 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
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KEY POINTS
Wealth Management Partners LLC cut its NVIDIA stake by 6.3% in the first quarter, selling 10,638 shares and leaving it with 158,150 shares worth about $27.6 million. NVIDIA remains the firm’s second-largest holding at roughly 7.9% of its po
2026-06-28
news.futunn.com
2026-06-28
富途牛牛
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
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KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Pictet Asset Management Holding SA Trims Stock Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Pictet Asset Management cut its Cadence Design Systems stake by 18.3% in the first quarter, selling 279,759 shares and leaving it with 1,247,222 shares valued at about $346.6 million.
Insiders also sold stock: CEO Anirudh Dev
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Invests $2.21 Million in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC initiated a new position in Synopsys during the first quarter, buying 5,576 shares valued at about $2.21 million.
Synopsys reported stronger-than-expected quarterly results, with EPS of $3.35 versus estimates of $3.15 a
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Makes New Investment in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC opened a new position in Texas Instruments during Q1, buying 10,510 shares valued at about $2.04 million.
Texas Instruments reported strong quarterly results, with earnings of $1.68 per share beating estim
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by Metropolis Capital Ltd
Written by MarketBeat
June 28, 2026
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KEY POINTS
Metropolis Capital Ltd reduced its Texas Instruments stake by 43.9% in the first quarter, selling 912,521 shares and leaving it with 1,168,177 shares worth about $226.8 million.
Texas Instruments has seen mixed analyst sentiment: the stock’s con
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Metropolis Capital Ltd Sells 184,630 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Metropolis Capital Ltd reduced its stake in Taiwan Semiconductor Manufacturing by 34.9% in Q1, selling 184,630 shares and leaving it with 345,102 shares worth about $116.6 million.
Wall Street sentiment remains upbeat:
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Boomfish Wealth Group LLC Buys 3,653 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Boomfish Wealth Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.5% in the first quarter, buying 3,653 additional shares and bringing its total holding to 8,083 shares valued at about $2.73 mill
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Border to Coast Pensions Partnership Ltd Boosts Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Border to Coast Pensions Partnership Ltd increased its Synopsys stake by 34.9% in Q1, adding 27,429 shares to reach 106,116 shares valued at about $42.2 million.
Several other institutional investors also boosted their holdings, and hedge