Semiconductor News & Analysis Feed
20 articles
2026-07-29
www.newelectronics.co.uk
2026-07-29
Infineon has expanded its solid-state isolator portfolio with a new compact family, demonstrating the company's continued investment in power electronics and automotive applications. Solid-state isolators play a crucial role in automotive systems, industrial controls, and power management applicatio
2026-07-29
www.eenewseurope.com
2026-07-29
Infineon has launched a new family of Solid State Isolators (SSI) aimed at compact and reliable isolation solutions for industrial automation. As industrial control systems evolve from traditional electromechanical relays to solid-state alternatives, this product line offers enhanced flexibility and
2026-07-25
www.foxbusiness.com
2026-07-25
Recent market pricing of NVIDIA has drawn significant attention from Wall Street. According to Fox Business, Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, stated on 'Maria Bartiromo's Wall Street' that current market valuation of NVIDIA is severely mispriced, suggesting th
2026-07-24
www.quiverquant.com
2026-07-24
Quilter Plc has added 309,876 shares of NVIDIA (NVDA) to its portfolio, as disclosed in a recent SEC 13F filing. This move reflects the fund’s holdings for the June 30, 2026 reporting period and indicates a positive outlook on NVIDIA’s growth prospects in AI and data center markets. While 2,814 inst
2026-07-24
www.quiverquant.com
2026-07-24
NVIDIA (NVDA) continues to attract significant attention in the capital market, with multiple institutional investors increasing their holdings. According to SEC 13F filings, COMGEST GLOBAL INVESTORS S.A.S. added 337,821 shares of NVIDIA, reflecting confidence in the company's long-term prospects. M
2026-07-21
2026-07-21
www.benzinga.com
2026-07-21
2026-07-20
seekingalpha.com
2026-07-20
2026-07-17
www.reuters.com
2026-07-17
2026-07-17
news.google.com
2026-07-17
2026-07-16
realmoney.thestreet.com
2026-07-16
2026-07-16
pro.thestreet.com
2026-07-16
2026-07-16
www.forbes.com
2026-07-16
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-07-10
news.google.com
2026-07-10
2026-07-08
finance.yahoo.com
2026-07-08
Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading dedicated semiconductor foundry, is among the top holdings in Glen Kacher’s Light Street Portfolio, representing 14.40% of the fund as of Q1 2026. However, TSMC was removed from Goldman Sachs’ Asia-Pacific Conviction List in July
2026-07-08
www.quiverquant.com
2026-07-08
Taiwan Semiconductor Manufacturing Company (TSMC), as the world's leading semiconductor foundry, continues to attract significant attention in the financial markets. According to SEC 13F filings, Sarasin & Partners LLP increased its stake in TSMC by 332,404 shares, reflecting institutional confidenc
2026-07-07
finance.yahoo.com
2026-07-07
In 2026, the global semiconductor industry continues its robust growth trend, with sales rising consistently in the first five months of the year, driven primarily by the surge in artificial intelligence (AI) demand. According to the Semiconductor Industry Association (SIA), global semiconductor sal