Semiconductor News & Analysis Feed
901 articles
2026-07-10
www.marketbeat.com
2026-07-10
MarketBeat
Main Street Research LLC Buys 5,012 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 10, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Main Street Research LLC increased its stake in Taiwan Semiconductor Manufacturing by 2.3% in the first quarter, buying 5,012 additional shares and bringing its total holding to 223,159 shares worth about $75.4 million.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Micron commits $3bn to support US chip manufacturing ecosystem
Micron will provide GlobalWafers with $500m in strategic financing. · Verdict · Vidpen/Shutterstock.com.
Anwesha Pattanaik
July 10, 2026 2 min read
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Micron Technology has announced plans to invest up to $3bn to support the semiconductor supply-chain ecosystem in the US.
The company's p
2026-07-10
www.marketbeat.com
2026-07-10
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Equitable Trust Co.
Written by MarketBeat
July 10, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Equitable Trust Co. increased its stake in Taiwan Semiconductor Manufacturing by 3.7% in the first quarter, adding 1,615 shares to bring its total to 45,349 shares valued at about $15.3 million.
Wall Street remains bullish on TSM
2026-07-10
digitimes.com
2026-07-10
ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.
2026-07-10
digitimes.com
2026-07-10
LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.
2026-07-10
digitimes.com
2026-07-10
Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after SemiAnalysispointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.
2026-07-10
digitimes.com
2026-07-10
For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.
2026-07-10
digitimes.com
2026-07-10
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.
2026-07-10
digitimes.com
2026-07-10
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics, SK Hynix and Micron Technology are taking different manufacturing paths for the logic base die in HBM4, opening a new front in the competition over advanced memory performance, yield and supply.
2026-07-10
digitimes.com
2026-07-10
SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.
2026-07-10
centralcurrent.org
2026-07-10
Central Current
The White Pine Commerce Park, home to Micron’s soon-to-be-built semiconductor plant, stretched out hot and dusty in the 80-degree air on Thursday morning. As trucks passed by, leaders from Micron and politicians from the local, state, and federal government sat in an air conditioned room and marveled at what they’d accomplished.
“Six months ago, this was a forest,” said Manish Bhatia, Micron’s e
2026-07-10
www.supplychainbrain.com
2026-07-10
Supply Chain Brain
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2026-07-10
www.marketwatch.com
2026-07-10
MarketWatch
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2026-07-09
tomshardware.com
2026-07-09
Jake Roach
Nvidia is creating a set of collectible trading cards that will be given away for free during live events and giveaways this summer.
2026-07-09
www.justsecurity.org
2026-07-09
Just Security
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2026-07-09
www.marketbeat.com
2026-07-09
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) CEO Purchases 146 Shares
Written by MarketBeat
July 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC CEO Che-Chia Wei bought 146 shares on July 7 at an average price of $76.62, a transaction worth $11,186.52. After the purchase, he owned 17,835 shares valued at about $1.37 million.
The company reported strong quarterly results, with earnings p
2026-07-09
www.manufacturingtodayindia.com
2026-07-09
Manufacturing Today India
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2026-07-09
www.marketbeat.com
2026-07-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by DSM Capital Partners LLC
Written by MarketBeat
July 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DSM Capital Partners trimmed its TSM position by 5.2% in the first quarter, selling 2,305 shares and leaving it with 42,266 shares worth about $14.3 million.
TSMC remains a top AI beneficiary, with multiple recent articles and
2026-07-09
techfundingnews.com
2026-07-09
Tech Funding News
techfundingnews.com
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