Semiconductor News & Analysis Feed
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2026-05-10
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2026-05-10
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2026-05-09
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2026-05-09
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2026-05-09
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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
Image from MarketBeat Media, LLC.
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 Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
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
Image from MarketBeat Media, LLC.
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.theglobeandmail.com
2026-05-09
The Globe and Mail
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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.marketbeat.com
2026-05-09
MarketBeat
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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
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
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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
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
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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
2026-05-09
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2026-05-09
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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:QCOM
Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM.
Qual
2026-05-09
technode.com
2026-05-09
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2026-05-09
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2026-05-08
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2026-05-08
Mobile World Live
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