Semiconductor News & Analysis Feed
3014 articles
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires New Position in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd disclosed a new first-quarter position in Synopsys, buying 6,000 shares worth about $2.38 million. The stake makes Synopsys roughly 2.2% of the firm’s portfolio and its 11th-largest holding.
Several other large institutional investor
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. reduced its Cadence Design Systems stake by 4.1% in the first quarter, selling 4,303 shares and ending with 101,436 shares worth about $27.78 million.
Insiders have been selling shares recently, including VP Paul Cunningham and Dir
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.indexbox.io
2026-06-28
IndexBox
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2026-06-28
www.digitimes.com
2026-06-28
digitimes
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor...
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2026-06-28
digitimes.com
2026-06-28
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor companies are currently pursuing two major approaches in response to ESG requirements: first, establishing outsourced waste treatment channels; an
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU) Surpasses Market Valuation of Meta and Briefly Tesla, Reuters Reports
Noor Ul Ain Rehman
27 June 2026 2 min read
MU
+0.94%
TSLA
+6.69%
META
+2.98%
Micron Technology, Inc. (NASDAQ:MU) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Micron Technology, Inc. (NASDAQ:MU) surpassed the market valuation of Meta Platforms, and briefly Tesla, for the
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU) Surpasses Market Valuation of Meta and Briefly Tesla, Reuters Reports
Noor Ul Ain Rehman
June 27, 2026 2 min read
MU
+0.94%
TSLA
+6.69%
META
+2.98%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Micron Technology, Inc. (NASDAQ:MU) surpassed the market valuation
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-27
en.cryptonomist.ch
2026-06-27
The Cryptonomist
HomeTechnologySouth Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall...
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South Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall Street
27 June 2026
Share
South Korea KOSPI Drop Sparks AI Chip Market Risk Alarm
South Korea’s stock market sent one of the sharpest warnings global investors have seen in years last Friday, as the South Korea KOSPI drop triggere
2026-06-27
pluang.com
2026-06-27
Pluang
Intel faces risk of valuation drop as AI infrastructure may outpace demand, especially in its foundry segment.
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
Analyst Insights
Bearish
·
7 hour
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion Market
James Brumley, The Motley Fool
Sat, June 27, 2026 at 4:43 AM PDT 5 min read
NVDA
-1.39%
Trade NVIDIA on Coinbase
Trading disclosure
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, th
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be "smart" for any number of reasons, including its sheer expertise on a particular topic or industry.
Enter Nvidia (
NVDA
1.39%
). It's clearly a leading expert on artifi
2026-06-27
www.digitimes.com
2026-06-27
digitimes
Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply...
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2026-06-27
pandaily.com
2026-06-27
Pandaily
categories.technology
MediaTek Emerges as Major Challenger in Optical Interconnect Chip Market
Published:
June 27, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
MediaTek enters the optical interconnect chip market with CPO technology and Micro LED optical solutions, challenging Broadcom and Marvell's duopoly in the AI data center optical chip sector.
MediaT
2026-06-27
www.marketbeat.com
2026-06-27
MarketBeat
Generate Investment Management Ltd Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 27, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Generate Investment Management Ltd boosted its NVIDIA stake by 62.5% in the first quarter, adding 533,125 shares to bring its total to 1,385,889 shares worth about $241.7 million. NVIDIA is now the fund’s largest holding, making up rough
2026-06-27
www.twelfthmagpie.com
2026-06-27
twelfthmagpie.com
Home » Investing Articles » What Micron’s blowout results tell investors about the stock market
WHAT MICRON’S BLOWOUT RESULTS TELL INVESTORS ABOUT THE STOCK MARKET
The stock market seems to have breathed a sigh of relief after Micron’s results this week. But investors aren’t out of the woods yet.
Posted by
Stephen Wright
❯
Published 27 June, 8:16 am BST
MU
Image source: Getty Images
You’re rea
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Is Nvidia's (
NVDA
1.39%
) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the stock has been trending south. Nvidia's market cap recently dipped below $5 trillion, after peaking at above $5.5 trillion earlier this year. However, despite the market's skepticism, there remain excellent