Semiconductor News & Analysis Feed
4144 articles
2026-05-09
hothardware.com
2026-05-09
HotHardware
NVIDIA Confirms GeForce NOW Data Breach Affecting Regional Alliance Partner
by Paul Lilly — Saturday, May 09, 2026, 08:42 AM EDT
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Hackers have managed to infiltrate a regional GeForce NOW partner and make off with sensitive user information, including full names, email addresses, and other private data, NVIDIA confirmed. Fortunately, the data breach is limited to one specific region an
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Tokio Marine Asset Management Co. Ltd. Acquires 8,810 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Tokio Marine Asset Management increased its NVIDIA stake by 8,810 shares in the fourth quarter, bringing its total holdings to 1,236,668 shares worth about $230.6 million. NVIDIA is now its largest portfolio holding, representing ro
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
Summit Wealth Partners LLC reduced its NVIDIA stake by 44.7% in the fourth quarter, selling 6,345 shares and ending with 7,857 shares valued at about $1.465 million.
Despite some mixed market sentiment, NVIDIA continues to receive strong Wal
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
WestEnd Advisors LLC Sells 13,004 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
WestEnd Advisors LLC cut its NVIDIA stake by 3.7% in the fourth quarter, selling 13,004 shares and still holding 342,999 shares valued at about $63.97 million.
Several NVIDIA insiders also sold shares recently, including EVP Ajay K. Puri and CFO Colett
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
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KEY POINTS
Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
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KEY POINTS
Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
Insi
2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Sequoia Financial Advisors LLC Boosts Position in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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KEY POINTS
Sequoia Financial Advisors increased its ASML stake by 18.3% in the fourth quarter, holding 5,452 shares worth about $5.83 million at the end of the period.
ASML’s stock was up 5.0% and traded near its 52-week high, while the company reported stro
2026-05-09
wccftech.com
2026-05-09
Wccftech
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2026-05-09
www.digitimes.com
2026-05-09
digitimes
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now
2026-05-09
www.tipranks.com
2026-05-09
TipRanks
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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
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Japan/Consumer Durables/TSE:6758
Sony And TSMC Sensor Venture Tests Sony Group’s Chip And Cash Priorities
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Sony Group (TSE:6758) announced a new joint venture with Taiwan Semiconductor Manufacturing Company (TSMC) to develop and manufacture next generation im
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
Simply Wall St
Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-09
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2026-05-09
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South Korea/Semiconductors/KOSE:A000660
Assessing SK hynix (KOSE:A000660) Valuation After A Sharp Three-Month Share Price Rally
May 09, 2026
Simply Wall St
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Recent share performance and what it means for SK hynix investors
SK hynix (KOSE:A000660) stock has drawn fresh attention after a strong recent