Semiconductor News & Analysis Feed

onsemi (ON) stock rose 3.2% following strong second-quarter 2026 results, driven by improved profitability, a significant increase in free cash flow, and positive guidance for the third quarter. The company reported revenue of $1.604 billion, non-GAAP diluted EPS of $0.74, and free cash flow of $425

Tower Semiconductor reported a miss in Q3 2026, with EPS of $0.79 versus an estimate of $1.06, and revenue of $460M versus $523M, reflecting a 25.3% and 12% shortfall, respectively. However, the company ended a five-quarter streak of earnings beats, and its gross margin expanded to 29.9% from 21.5%

Taiwan Semiconductor Manufacturing Company (TSMC) has attracted attention due to increased holdings by several institutional investors. According to SEC filings, Northeast Investment Management increased its stake in TSMC by 71.8% during the second quarter, raising its position to 58,050 shares wort

The Indian government's Chips to Start-ups (C2S) initiative aims to address critical gaps in semiconductor talent and chip design infrastructure. By enhancing higher education, providing access to advanced Electronic Design Automation (EDA) tools, and supporting academic research, the program seeks

In August 2026, Crossmark Global Holdings Inc. reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 4.5%, selling 11,594 shares while retaining 245,867 shares valued at approximately $117.4 million. Despite this reduction, TSMC remains a significant holding, accounting for about

During the second quarter of 2026, investment firm Canoe Financial LP reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 16.7%, selling 144,200 shares, leaving it with 720,570 shares valued at $344.12 million. Despite this reduction, TSMC remains the third-largest holding in C