Semiconductor News & Analysis Feed
1232 articles
2026-07-25
digitimes.com
2026-07-25
Taiwan's semiconductor industry is expanding overseas while deepening cooperation with the US, Europe, and Asia across advanced packaging, AI infrastructure, research, talent, cybersecurity, and international standards.
2026-07-25
www.marketbeat.com
2026-07-25
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Down 3% - Time to Sell?
Written by MarketBeat
July 24, 2026
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KEY POINTS
TSMC shares fell 3% on Friday, trading below the prior close as investors reacted to broader semiconductor volatility and worries about heavy AI-related capital spending.
The company continues to post strong fundamentals, including record AI-
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Public Employees Retirement System of Ohio Sells 74,798 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
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KEY POINTS
Public Employees Retirement System of Ohio reduced its TSMC stake by 8.3% in the first quarter, selling 74,798 shares and leaving it with 831,668 shares worth about $281.1 million.
Analysts remain bro
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Siren L.L.C. Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
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KEY POINTS
Siren L.L.C. increased its Taiwan Semiconductor Manufacturing stake by 52.3% in the first quarter, bringing its position to 42,200 shares valued at about $14.26 million.
Wall Street sentiment remains broadly positive: TSMC has a
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Keebeck Wealth Management Acquires 2,581 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
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KEY POINTS
Keebeck Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 164.4% in the first quarter, buying 2,581 additional shares to bring its total to 4,151 shares worth about $1.41 million.
TSMC i
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Lifted by PBCay One RSC Ltd
Written by MarketBeat
July 24, 2026
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PBCay One RSC Ltd lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13,094.3% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 240,
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Perseverance Asset Management International Has $150.90 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
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KEY POINTS
Perseverance Asset Management International boosted its TSM stake by 1,453.9% in the first quarter, ending with 446,505 shares valued at about $150.9 million. Taiwan Semiconductor now repres
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Noked Israel Ltd Has $307.65 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
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Noked Israel Ltd increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.0% during the 1st quarter, according to the company in its most recent 13F filing with the SEC.
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Trimmed by Modern Wealth Management LLC
Written by MarketBeat
July 24, 2026
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KEY POINTS
Modern Wealth Management LLC trimmed its TSM stake by 1.7% in the first quarter, selling 1,747 shares and leaving it with 99,042 shares valued at about $33.8 million.
TSMC reported strong operating results, including
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Spear Holdings RSC Ltd
Written by MarketBeat
July 24, 2026
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Spear Holdings RSC Ltd boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13,094.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Cloverfields Capital Group LP's Largest Position
Written by MarketBeat
July 24, 2026
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Cloverfields Capital Group LP cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (
NYSE:TSM
-
Free Report
) by 12.3% in the 1st quarter, according to its most recent
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Dickmeyer Boyce Financial Management Inc. Acquires New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 24, 2026
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Dickmeyer Boyce Financial Management Inc. acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the first quarter, according to its most recent filing with the Se
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
2026-07-24
www.theglobeandmail.com
2026-07-24
The Globe and Mail
2026-07-24
www.fool.com
2026-07-24
The Motley Fool
2026-07-24
www.bhaskarenglish.in
2026-07-24
Bhaskar English
English NewsTech ScienceTaiwan Dominance & China EUV Breakthrough | Global Chip War Analysis
Explained
Inside the global chip war:Taiwan’s dominance, China’s EUV breakthrough & US' $165 Bn manufacturing bet| Part 2
17 hours ago
Author: Sourabh Baghel
In part 1 of our semiconductor journey, we went inside the extraordinary world behind the tiny chips powering almost everything around us.
We learn
2026-07-24
www.bhaskarenglish.in
2026-07-24
Bhaskar English
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2026-07-24
www.bhaskarenglish.in
2026-07-24
Bhaskar English
2026-07-24
digitimes.com
2026-07-24
Wistron's opening of its D1 AI smart factory inFort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support the first US mass production of Nvidia GB300 compute boards, a development with far-reaching implications for Taiwan, the US and the global AI industry.
2026-07-24
www.theglobeandmail.com
2026-07-24
The Globe and Mail