Semiconductor News & Analysis Feed
1194 articles
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
BXM Wealth LLC Has $766,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC sharply cut its TSM stake in the first quarter, selling 39,485 shares and reducing its position by 94.6%. The firm ended with 2,268 shares worth about $766,000.
TSMC insiders were buying shares, with Vice President
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Recommendation of "Buy" from Analysts
Written by MarketBeat
June 30, 2026
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KEY POINTS
TSMC has a consensus analyst rating of “Buy” from 16 brokerages, with 12 buys and 2 strong buys; the average 1-year price target is about $449.38.
Several analysts recently raised their price targets on
2026-06-30
www.digitimes.com
2026-06-30
digitimes
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM...
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2026-06-30
www.trendforce.com
2026-06-30
TrendForce
[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel
2026-06-30 Semiconductors editor
News
Please note that this article cites information from The Elec, Chosun Biz, and Economic Daily News.
The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping in
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to use a new "round-to-square" architecture to break through cost and capacity bottlenecks in large AI chip packaging and build its next competitive moat.
2026-06-30
www.abc15.com
2026-06-30
ABC15 Arizona
NEWSBUSINESS
East Coast investor outbids Vestar for two Phoenix sites near TSMC
You can watch the latest headlines and weather from ABC15 Arizona in Phoenix any time on-air, online, and on the ABC15 mobile and streaming apps.
By: Hailey Mensik, Phoenix Business Journal
Posted 11:32 PM, Jun 29, 2026
An out-of-state real estate investor stole the show from Phoenix-based Vestar during two Arizon
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
June 29, 2026 5 min read
2330.TW
-0.81%
^GSPC
+0.72%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's p
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Published on June 29, 2026 at 6:18 am by ABDUL RAHMAN in News
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Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price target. The firm anticipates fa
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
SageGuard Financial Group LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SageGuard Financial Group LLC increased its Taiwan Semiconductor Manufacturing stake by 34.9% in the first quarter, buying 1,790 additional shares to bring its total to 6,919 shares worth about $2.34 million.
Institut
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Abdul Rahman
June 29, 2026 2 min read
INTC
+1.54%
2330.TW
-0.81%
Trade Intel on Coinbase
Trading disclosure
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 pr
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its stake in Taiwan Semiconductor Manufacturing by 28.9% in the first quarter, buying 94,801 more shares and bringing its total holdings to 422,581 shares valued at abou
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Apple-Intel alliance to intensify foundry battle with Samsung, TSMC
Samsung Electronics said in February it would build foundry facilities at its Pyeongtaek Campus Samsung Electronics Co.'s foundry recovery faces a new threat after US President Donald Trump signaled strong White House backing for Intel Corp.'s contract chipmaking ambitions, just as Samsung and
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Apollon Wealth Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
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KEY POINTS
Apollon Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 5.0% in the first quarter, adding 1,764 shares to bring its total to 36,942 shares valued at about $12.5 million.
Several ot
2026-06-29
www.digitimes.com
2026-06-29
digitimes
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang...
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
TSMC accelerates local DRAM supply chain with Winbond collaboration
The chip giant is teaming up with Winbond to build 3D wafer-on-wafer stacked DRAM in Taiwan, targeting edge AI workloads
2026-06-29
www.investing.com
2026-06-29
Investing.com
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