Semiconductor News & Analysis Feed
3582 articles
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Currently, there are only three companies that are worth $3 trillion or more. All of those are actually above $4 trillion in market cap. While Microsoft is technically below a $3 trillion market cap right now, it's usually valued above that threshold when the market isn't in a negative mood like it is right now.
What's more intriguing is examining if Amazon (
AMZN
+0.61%
), Taiwan Semiconductor (
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position
Written by MarketBeat
June 28, 2026
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KEY POINTS
Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million.
Seve
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
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KEY POINTS
Goodman Advisory Group LLC cut its Taiwan Semiconductor Manufacturing stake by 12.9% in the first quarter, selling 4,433 shares and leaving it with 29,979 shares valued at about $10.13 million.
Analysts remai
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Metropolis Capital Ltd Sells 184,630 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Metropolis Capital Ltd reduced its stake in Taiwan Semiconductor Manufacturing by 34.9% in Q1, selling 184,630 shares and leaving it with 345,102 shares worth about $116.6 million.
Wall Street sentiment remains upbeat:
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Boomfish Wealth Group LLC Buys 3,653 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Boomfish Wealth Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.5% in the first quarter, buying 3,653 additional shares and bringing its total holding to 8,083 shares valued at about $2.73 mill
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd opened a new position in Taiwan Semiconductor Manufacturing, buying 8,800 shares valued at about $2.97 million. The stake makes TSMC its 9th-largest holding and roughly 2.8% of the portfolio.
Insider t
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
finance.yahoo.com
2026-06-28
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company Limited (TSM)?
Ramish Cheema
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Top 13 Stocks That Will Skyrocket.
The final stock on our list is also from Porter Stansberry and Luke Lango's "1776 moment" newsletter. As dis
2026-06-28
www.trefis.com
2026-06-28
Trefis
The Real Downturn Risk In ON Semiconductor Stock
June 28th, 2026 by Trefis Team
ON
ON Semiconductor
Its history in market shocks reveals a pattern of steep falls. The question is whether you can stomach the ride.
ON Semiconductor (ON) stock fell 23.7% in a single session on June 26, 2026, a sharp reminder of its volatility. The company makes essential semiconductors for the automotive and indust
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
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.
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
digitimes.com
2026-06-28
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains. The Taiwan-based company said it is entering 2026 with cautious optimism, as it expands green fab solutions, overseas projects, and technology upgrades.
2026-06-28
en.vietnamplus.vn
2026-06-28
Vietnam+ (VietnamPlus)
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Hanoi (VNA) – Thailand has proposed an ASEAN CHIPS Act to promote a unified regional semiconductor ecosystem, aiming to strengthen ASEAN's competitiveness in the global chip industry.
The proposal was presented by Thai Deputy Prime Minister and Minister of Higher Education, Science, Research and Innovation Prof. Dr. Yotchanan Wongsawat at the 22nd ASEAN Ministeri
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Susquehanna raises price target on Taiwan Semiconductor Manufacturing to $575
Wall Street's growing AI optimism is lifting TSMC valuations, with implications that ripple directly into crypto mining ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (N
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Remains Bullish on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
2330.TW
+0.61%
BAC
+1.99%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026. BofA lifted the price target on Taiwan Semiconductor Manufacturing Company L
2026-06-28
drrobertcastellano.substack.com
2026-06-28
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Didn't Just Create an AI Boom. It Rewrote the Memory Business
DR. ROBERT CASTELLANO
JUN 28, 2026
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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