Semiconductor News & Analysis Feed

Pictet Asset Management Holding SA increased its stake in Texas Instruments (TXN) by 1.0% during the first quarter, ending with 559,788 shares valued at approximately $108.7 million. While the company reported strong quarterly earnings of $1.68 per share, exceeding estimates, and maintained a consis

Synopsys Inc. (NASDAQ:SNPS) experienced a significant reduction in stake from institutional investor Pictet Asset Management Holding SA, which sold 523,102 shares, reducing its position by 51.4% in Q1 2026. Despite this, Wall Street remains largely bullish, with analysts assigning a 'Moderate Buy' c

In Q2 2026, Pictet Asset Management Holding SA increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 28.9%, purchasing 94,801 additional shares, bringing its total holdings to 422,581 shares valued at approximately $142.8 million. This move reflects continued market confidence

In the first quarter of 2026, Pictet Asset Management Holding SA reduced its stake in Cadence Design Systems (CDNS) by 18.3%, selling 279,759 shares and leaving it with 1,247,222 shares valued at approximately $346.6 million. Despite this selling, analysts remain constructive on CDNS, with 14 buy ra