Taiwan has declined a U.S. proposal to equally split semiconductor production, reaffirming that no commitment was ever made during recent trade negotiations. Vice Premier Cheng Li-chiun and Premier Cho Jung-tai emphasized that tariff talks with the United States continue, but the island remains unwilling to share chip output on a 50-50 basis.

Bourgeon Capital Management LLC recently reduced its shareholding in Analog Devices, Inc. by 4.2% during the second quarter. The firm sold 502 shares, leaving it with 11,357 shares in the semiconductor company, according to a filing with the Securities and Exchange Commission.

True North Advisors LLC recently reduced its holdings in semiconductor giant Lam Research Corporation (NASDAQ:LRCX), selling 3,522 shares during the second quarter. The move, which represents a 10.2% decrease in the firm’s stake, was disclosed in a filing with the Securities and Exchange Commission.

Brady Martz Wealth Solutions LLC trimmed its Broadcom holdings by 1.8% in the second quarter, selling 446 shares. The firm now holds 24,380 shares worth approximately $6.72 million, as reported in a filing with the Securities and Exchange Commission.

Bayforest Capital Ltd has taken a new position in Advanced Micro Devices, acquiring 458 shares valued at about $47,000. The move, which took place during the first quarter, reflects a continuing trend among hedge funds recalibrating their semiconductor holdings.

A new prediction suggests Micron’s stock may skyrocket over the next three years, driven by one key factor. Though the article’s full reasoning remains locked behind a paywall, the bullish forecast alone has piqued the interest of investors.

Hancock Whitney Corp has taken a new stake in Rambus, Inc., a semiconductor firm listed on NASDAQ. A recent SEC filing shows the acquisition of 4,496 shares, valued at approximately $233,000, reflecting an ongoing interest from large investors in tech stocks.

Federation des caisses Desjardins du Quebec has expanded its stake in Teradyne, Inc. during the first quarter, adding 166 shares to bring its total to 51,076. This incremental purchase, valued at $4.22 million, reflects the fund’s measured increase in the tech company’s stock.

The Trump administration is weighing whether to buy a 10 percent stake in Intel, effectively nationalizing a portion of the U.S. chip giant. Observers already call the proposal “another dive into corporate statism,” reigniting debate over how far Washington should reach into private industry.

The University of Chicago has secured a federal grant aimed at expanding America’s semiconductor production. The award comes only weeks after President Donald Trump threatened a 100 percent tariff on imported computer chips—a move that could raise the cost of everything from smartphones to sedans while pressing manufacturers to build at home.