Artificial intelligence may still be in its infancy, but companies across the tech spectrum are already stepping in to shape its future. New insights underscore how semiconductors and AI could transform business and innovation.
Taiwan Semiconductor (TSM) has been soaring ahead of its peers and continues to draw attention from investors. Originally highlighted by The Motley Fool, this article explores three driving factors behind TSM’s remarkable performance and why it holds strong appeal in the fast-paced semiconductor sector.
Cohu, a semiconductor equipment supplier, has propelled its Relative Strength Rating into the 80-plus range. This development signals a noteworthy performance within the competitive chip sector, as reported by Investor’s Business Daily.
China’s expanded export curbs on rare earths have prompted Goldman Sachs to highlight significant risks to global supply chains. As nations try to secure critical minerals for industries such as semiconductors, China’s mining and refining dominance remains a pivotal challenge.
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.