Semiconductor News & Analysis Feed

Recent second-quarter 13F filings reveal a notable shift in major Wall Street hedge funds, moving capital from Broadcom to Taiwan Semiconductor Manufacturing (TSMC). Funds such as David Tepper’s Appaloosa, Dan Loeb’s Third Point, and Stanley Druckenmiller’s Duquesne Family Office increased their TSM

Recent movements by major Wall Street funds have shifted significantly within the semiconductor sector, with a notable rotation out of Broadcom and into Taiwan Semiconductor Manufacturing (TSMC). While TSMC has risen 41% year-to-date, Broadcom dropped 8% in a single week. Despite Broadcom’s impressi

Micron Technology, as a leading global semiconductor memory manufacturer, is currently facing a wave of insider selling, with the current selling rate reaching its highest level since 2010. This phenomenon has raised market concerns about the company's future prospects. From an industry perspective,

Prominent investor Cathie Wood has recently made significant adjustments to her investment portfolio by selling AMD and TSMC stocks, a move that has drawn considerable market attention. As the founder of ARK Invest under BlackRock, Wood is known for her aggressive investment strategies and preferenc