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Defense & Security Intelligence

2026-01-18 20:07 UTC
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semiconductor

15 articles

The Burn and the Choke: Why Semiconductor Controls Will Outlast China’s Rare Earth Weapon
In 2025, the Sino-US competition shifted towards strategic choke points with Washington tightening semiconductor export controls under Biden's presidency and Beijing retaliating by imposing new licens...
China’s top contract chipmakers pursue acquisitions amid Beijing’s self-sufficiency drive
Chinese contract chipmaker Hua Hong Semiconductor announced the acquisition of its Shanghai-based sister foundry for 8.27 billion yuan ($1.2B), following SMIC’s move to take full control of a subsidia...
Nexperia China eyes new wafer suppliers in 6 months amid legal fight with Dutch chipmaker
Nexperia's Chinese subsidiary is actively searching for new wafer suppliers within six months due to ongoing legal conflicts with the Dutch headquarters. Despite these challenges, Wingtech Technology,...
Jack Ma-backed YF Capital takes stake in Shanghai memory chipmaker InnoStar
A private equity firm backed by Alibaba co-founder and chairman Jack Ma has acquired a 2.1% stake in Shanghai-based memory chip company, InnoStar Semiconductor. This investment adds YF Capital to the ...
KLA (NASDAQ:KLAC) Price Target Raised to $1,250.00 at Deutsche Bank Aktiengesellschaft
Deutsche Bank Aktiengesellschaft raised the price target of KLA's stock from $1,200.00 to $1,250.00 and maintained a hold rating. This information was reported on Friday via MarketScreener....
Generate Investment Management Ltd Has $40.64 Million Stock Holdings in Broadcom Inc. $AVGO
Generate Investment Management Ltd increased its investment in Broadcom Inc by 175.5% during the third quarter of 2023, adding 78,463 shares to its existing holdings, which now total 123,182 shares va...
Elemental Capital Partners LLC Acquires New Holdings in indie Semiconductor, Inc. $INDI
Elemental Capital Partners LLC acquired 7,611,602 shares of indie Semiconductor, Inc., representing approximately $30,979,000 and constituting roughly 17.5% of the investment portfolio according to SE...
Sumitomo Mitsui DS Asset Management Company Ltd Boosts Holdings in Marvell Technology, Inc. $MRVL
During the third quarter, Sumitomo Mitsui DS Asset Management Company Ltd increased its ownership of Marvell Technology, Inc. shares by 8.8%, according to a Form 13F filing with the SEC....
Ferguson Wellman Capital Management Inc. Acquires 7,881 Shares of Micron Technology, Inc. $MU
Ferguson Wellman Capital Management Inc. increased its ownership stake in Micron Technology (MU) by purchasing an additional 7,881 shares during the third quarter, raising their total holdings to 150,...
Railway Pension Investments Ltd Has $165.24 Million Position in Texas Instruments Incorporated $TXN
Railway Pension Investments Ltd increased its holdings of Texas Instruments Incorporated by 156.5% in the third quarter, according to a recent SEC filing. The firm now owns 899,386 shares after buying...
Farmers & Merchants Investments Inc. Has $25.12 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Farmers & Merchants Investments Inc. reduced its stake in Taiwan Semi conductor Manufacturing Co., Ltd by 11.7% during the third quarter, having sold off shares amounting to 11,968 units leaving them ...
Thrivent Financial for Lutherans Sells 5,350 Shares of iShares Semiconductor ETF $SOXX
Thrivent Financial for Lutherans reduced its holdings in iShares Semiconductor ETF (NASDAQ:SOXX) by 38.4% during the second quarter, selling 5,350 shares and retaining 8,565 shares....
Signal Advisors Wealth LLC Buys 4,029 Shares of Broadcom Inc. $AVGO
Signal Advisors Wealth LLC increased its ownership of Broadcom Inc. shares by purchasing an additional 4,029 shares in the third quarter, bringing its total holdings to 13,665 shares....
Eastover Investment Advisors LLC Has $15.16 Million Stock Position in Broadcom Inc. $AVGO
Eastover Investment Advisors LLC reduced its investment in Broadcom Inc by 17.6% during the third quarter, selling 9,845 shares, leaving it with a total of 45,945 shares valued at approximately $15.16...
Global X Japan Co. Ltd. Sells 9,828 Shares of Marvell Technology, Inc. $MRVL
Global X Japan Co. Ltd. decreased its holdings of Marvell Technology Inc. by selling 9,828 shares in the third quarter. The firm now owns 39,859 shares....