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Defense & Security Intelligence

2026-01-18 18:33 UTC
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semiconductors

15 articles

What Pax Silica Reveals About India’s Vulnerability in Global Tech Supply Chains
A U.S.-led initiative to secure semiconductor manufacturing is indicative of a broader shift in global technological geopolitics, emphasizing the extent of India’s reliance on foreign technology for c...
Daily Memo: US Delays China Chip Tariffs, Israel Warns About Threats From West Bank
The U.S. has decided to delay imposing tariffs on Chinese semiconductor imports until 2027 following a year-long investigation. The report identifies China’s dominance in the semiconductor sector as '...
Beijing to approve Nvidia H200 imports, flagging overreliance
Chinese authorities are expected to permit the import of Nvidia's AI chip, the HGX H200. Alibaba and ByteDance have expressed interest in purchasing over 200,000 units but a prominent industry figure ...
Broadcom Inc. $AVGO is Foresight Capital Management Advisors Inc.’s 7th Largest Position
Foresight Capital Management Advisors Inc. decreased its investment in Broadcom Inc. by 13.8% in the third quarter, leaving it with 17,610 shares of the semiconductor company after selling 2,819 share...
Eagle Capital Management LLC Takes $3.63 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
EAGLE CAPITAL MANAGEMENT LLC purchased 12,994 shares of Taiwan Semiconductor Manufacturing Company Ltd (TSM) in the third quarter, with a total value of approximately $3.6 million....
'India's Talent Crucial In Developing Qualcomm's 2nm Processor'
Qualcomm is utilizing India's engineering talent to develop its next-generation 2nm processor, involving design and advanced R&D activities. This aligns with New Delhi’s ambitions to boost the semicon...
Tech pivot: Chinese AI, chip start-ups court global investors with Hong Kong listing plans
Chinese tech firms focusing on artificial intelligence and semiconductor chips are increasingly looking towards Hong Kong for raising capital. This trend follows the successful local listings of GPU d...
Advanced Micro Devices, Inc. $AMD Shares Sold by Valmark Advisers Inc.
Valmark Advisers Inc. reduced its holdings of AMD stock by 28.1% in the third quarter, selling 2,467 shares and now owning 6,307 shares as per their latest Form 13F filing with the SEC....
Ferguson Wellman Capital Management Inc. Acquires Shares of 12,759 Microchip Technology Incorporated $MCHP
Ferguson Wellman Capital Management Inc. has acquired a new stake in Microchip Technology Incorporated during the third quarter by purchasing 12,759 shares worth approximately $819,000....
Projects Under Design Linked Incentive For Semiconductors Showing Signs of Growth
India's Design Linked Incentive (DLI) scheme under the Semicon India Programme is showing significant progress with 16 tape-outs completed, six Application-Specific Integrated Circuit (ASIC) chips fab...
Nexperia, Wingtech set for fresh face-off in January with US$8 billion at stake
Dutch chipmaker Nexperia and its Chinese parent company, Wingtech Technology, are scheduled to have another legal hearing on January 14, 2026, before the Dutch Enterprise Chamber. The dispute centers ...
ON Semiconductor Corporation $ON Shares Sold by Boston Trust Walden Corp
Boston Trust Walden Corp reduced its holdings of ON Semiconductor Corporation (NASDAQ:ON) by 30.5% in the third quarter, selling 76,050 shares and retaining ownership of 173,295 shares....
Beech Hill Advisors Inc. Sells 5,310 Shares of Broadcom Inc. $AVGO
Beech Hill Advisors Inc. reduced its holdings in Broadcom Inc (NASDAQ:AVGO) by 22.4% during the third quarter. The firm sold 5,310 shares and now holds 18,394 shares of the semiconductor manufacturer'...
Micron Technology (NASDAQ:MU) Given New $325.00 Price Target at KeyCorp
KeyCorp raised its price target for Micron Technology (NASDAQ:MU) from $215.00 to $325.00, maintaining an overweight rating on the semiconductor manufacturer's stock....
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Cut by Copeland Capital Management LLC
Copeland Capital Management LLC reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. in the third quarter of 2023, decreasing their stock ownership to 73,785 shares after selling a ...