Semiconductor News & Analysis Feed
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2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
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2026-07-04
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2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
eciks.org
2026-07-04
eciks.org
Stock market closes with Dow at record high, Nasdaq falls on chip selloff
Published on 4 July 2026 at 7:02 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 2 minutes · read 185 times
© Stock market closes with Dow at record high, Nasdaq falls on chip selloff
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The Dow Jones Industrial Average closed at a record 52,900.07, up 1.14%, on July 2, while the Nasdaq Composite fe
2026-07-04
pandaily.com
2026-07-04
Pandaily
Industry
Market
Semiconductor Prices Skyrocket as AI Demand Fuels Industry-Wide Chip Shortage
Published:
July 4, 2026
Reading Time:
3 min read
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Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
July 1, 2026 marked the beginning of a broad-based s
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
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KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.aninews.in
2026-07-04
ANI News
India aims to move beyond chip design as global semiconductor industry doubles by 2030: Equirus
ANI | Updated: Jul 04, 2026 14:02 IST
New Delhi [India], July 4 (ANI): India is moving beyond its long-standing role as a global chip design hub and beginning to build domestic semiconductor manufacturing capabilities, as the artificial intelligence (AI) boom and a global reordering of semiconductor s
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.energetica-india.net
2026-07-04
Energetica India Magazine
Infineon Technologies has inaugurated its Euro 5 billion Smart Power Fab in Dresden, expanding semiconductor manufacturing capacity for AI data centres, electric vehicles and clean energy while reinforcing Europe's technology leadership and supply chain resilience.
Infineon Technologies AG has opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investmen
2026-07-04
www.indiagazette.com
2026-07-04
indiagazette.com
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2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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