Semiconductor News & Analysis Feed

9 articles
2026-09-03
www.theglobeandmail.com 2026-09-03
2026-09-03
finance.yahoo.com 2026-09-03
2026-09-03
www.fool.com 2026-09-03
2026-09-02
finance.yahoo.com 2026-09-02
Billionaire Philippe Laffont's Coatue Management significantly increased its positions in two key players along the AI supply chain: Micron Technology (up 1,794% to 3.14 million shares) and Amazon.com (up 49% to 11.83 million shares). This move reflects a strategic bet on sustained AI demand, with M
2026-08-19
finance.yahoo.com 2026-08-19
2026-07-06
finance.yahoo.com 2026-07-06
According to a report by Yahoo Finance, billionaire Philippe Laffont considers Taiwan Semiconductor Manufacturing Company (TSMC) among the top AI stocks to invest in. On June 29, 2026, Barclays reiterated its 'Overweight' rating on TSMC, citing strong demand for advanced logic wafers and raising the
2026-07-06
news.google.com 2026-07-06
2026-05-25
finance.yahoo.com 2026-05-25
2026-05-21
www.fool.com 2026-05-21