Semiconductor News & Analysis Feed
30 articles
2026-06-24
www.cnbc.com
2026-06-24
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-21
mottcapitalmanagement.com
2026-06-21
Mott Capital Management
MICRON EARNINGS PREVIEW WHY OPTIONS POSITIONING MAY MATTER MORE THAN RESULTS
JUNE 20, 2026
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Micron reports after the close on June 24, and the setup looks a lot like it did back in March — when the stock fell hard in the days after results, even though the numbers were good. What matters most this time isn’t really whether ear
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million.
Institutional ownership remains strong, with several large funds such as Fisher A
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-13
www.marketbeat.com
2026-06-13
MarketBeat
NVIDIA Corporation $NVDA Position Boosted by Quadrant Capital Group LLC
Written by MarketBeat
June 13, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Quadrant Capital Group LLC increased its NVIDIA stake by 0.7% in the fourth quarter, bringing its holdings to 657,157 shares worth about $122.6 million. NVIDIA is now the firm’s third-largest position and makes up roughly 3.7% of its portfolio.
NV
2026-06-07
mottcapitalmanagement.com
2026-06-07
Mott Capital Management
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-29
www.chosun.com
2026-05-29
조선일보
By Yoo Jane
Published 2026.05.30. 00:53
On May 29, 2026, the dealing room at Woori Bank's headquarters in Seoul's Jung-gu district displays the stock prices of SK Hynix and Samsung Electronics. /Jang Gyoung-sik
◇SK Hynix, Up 1.6 Times More Than Samsung Electronics The recent battle for market capitalization between Samsung Electronics and SK Hynix has been intriguing. According to the Korea Exch
2026-05-29
www.chosun.com
2026-05-29
조선일보
By Yoo Jane
Published 2026.05.29. 14:15
Updated 2026.05.29. 14:27
On the 28th afternoon, indices display on an electronic board at Hana Bank's dealing room in Jung-gu, Seoul. /Newsis
The market capitalization gap between South Korea’s leading semiconductor stocks, Samsung Electronics and SK Hynix, is rapidly narrowing. Amid expectations of expanding demand for artificial intelligence (AI) semico
2026-05-28
news.google.com
2026-05-28
FXLeaders
2026-05-28
news.futunn.com
2026-05-28
富途牛牛
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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