Semiconductor News & Analysis Feed
10709 articles
2026-06-23
www.geekwire.com
2026-06-23
GeekWire
Building a ‘digital twin’ 10,000 feet underground: PNNL, Nvidia and Fervo team up on geothermal AI
Sustainability: News about the rapidly growing climate tech sector and other areas of innovation to protect our planet. SEE MORE
BY LISA STIFFLER on Jun 22, 2026 at 10:27 am
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Fervo Energy’s Cape Station geothermal energy plant in Utah should start producing power this year. (Fervo Photo)
Th
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Access to Fable 5 and Mythos 5 barred for foreign nationals immediately following security evaluation
2026-06-23
arizonadigitalfreepress.com
2026-06-23
Arizona Digital Free Press
Nvidia said on Monday it would raise $25 billion through a U.S. bond issuance, as it taps the debt market to increase liquidity for the first time since 2021.
The debt financing was more than initially planned, Reuters had reported earlier on Monday, citing two sources.
Investor demand for the bond sale hit $85 billion, one of the sources familiar with the matter said, declining to be named as t
2026-06-23
eetimes.com
2026-06-23
GlobalFoundries and Qualinx deliver Europe's first fully secure chip supply chain.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why I'm Not Selling ASML After a 230% Gain
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 10:04 AM PDT 3 min read
ASML.AS
-5.74%
NVDA
-4.13%
2330.TW
-0.80%
005930.KS
-12.31%
Trade NVIDIA on Coinbase
Trading disclosure
I started investing in ASML (NASDAQ: ASML) in early 2021. As of this writing, I'm sitting on an unrealized gain of about 230% on that position, which accounts for 5% of my portfolio
2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
In a blog post, Valve explained its new randomized reservation systems, new tactics to stop scalpers, and why it has limited inventory.
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
I started investing in ASML (
ASML
7.84%
) in early 2021. As of this writing, I'm sitting on an unrealized gain of about 230% on that position, which accounts for 5% of my portfolio. It might seem prudent to take some profits, but I'm not planning to sell my shares anytime soon.
Why did I invest in ASML?
ASML, which is based in the Netherlands, is the world's largest producer of lithography mach
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and the math of the rebalance is what
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Joel South
Mon, June 22, 2026 at 9:47 AM PDT 4 min read
AMZN
+0.57%
NVDA
-4.13%
AMD
-5.76%
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Trading disclosure
Quick Read
Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters.
Tepper cut NVIDIA by 13
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Intel vs Qualcomm: Which AI Stock Is The Better Buy
Vandita Jadeja
Mon, June 22, 2026 at 9:38 AM PDT 4 min read
QCOM
-8.01%
INTC
-6.14%
NVDA
-4.13%
MBLY
-4.80%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Intel's sixth straight revenue beat featured 22% Data Center and AI growth, while Qualcomm's record $1.3 billion auto quarter offset a 13% handset decline.
Intel pours capital into
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Intel (NASDAQ: INTC | INTC Price Prediction) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto.
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Foundry Momentum Carries Intel. Car
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print
Anushka Basu
Mon, June 22, 2026 at 9:33 AM PDT 3 min read
MU
-13.18%
SOL-USD
-5.36%
Trade MU on Coinbase
Trading disclosure
Backpack Securities launched tokenized Micron stock on Solana ahead of the chipmaker's earnings report on Wednesday.
Each Micron token is backed 1:1 by a real Micron share, redeemable
2026-06-23
wccftech.com
2026-06-23
Wccftech
SPHBM4 is a new JEDEC standard that aims to solve the high cost and packaging concerns with existing HBM technologies.
Almost all AI & HPC accelerators rolling out these days feature some form of HBM memory. The highest-end solutions are leveraging the latest HBM4 designs, and HBM4E is being sampled to the top chipmakers.
But as demand continues to rise, and shortages persist in the premium DRAM
2026-06-23
www.mercurynews.com
2026-06-23
The Mercury News
BREAKING NEWS
Supreme Court kills suit claiming Cisco’s technology helped China persecute Falun Gong members
BUSINESS
News
Nvidia seeks to make humanoid AI robots safer around humans
Nvidia Corp. is working to make humanoid robots safer around people, arguing that they’ll need to handle split-second decisions before they can be trusted to work closely with humans
By BLOOMBERG | wordpress@medianews
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
2026-06-23
futurumgroup.com
2026-06-23
The Futurum Group
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2026-06-23
www.taipeitimes.com
2026-06-23
Taipei Times
Shares in Taiwan closed at a new high, soaring more than 1,200 points yesterday, as contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) broke closing records amid optimism over global artificial intelligence (AI) development, dealers said.
The TAIEX ended up 2.75 percent at 47,741.51 with turnover of NT$1.44 trillion (US$45.5 billion).
“Investors took their cue from a rally amon
2026-06-22
www.proactiveinvestors.com
2026-06-22
Proactive financial news
Tech
Hardware & Electrical Equipment
Written by:
Emily Jarvie
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Micron shares rise on Anthropic AI infrastructure partnership
Published: 11:46 22 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agr
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Micron shares rise on Anthropic AI infrastructure partnership
Proactive
Mon, June 22, 2026 at 8:46 a.m. PDT 2 min read
MU
-13.18%
Micron shares rise on Anthropic AI infrastructure partnership Proactive uses images sourced from Shutterstock
Micron Technology Inc (NASDAQ:MU) shares rose more than 4% on Monday after the company announced a strategic agreement with Anthropic covering AI infrastructur
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Qualcomm's QCT Segment Sustain Growth Amid Handset Weakness?
Zacks Equity Research
Mon, June 22, 2026 at 8:39 AM PDT 3 min read
QCOM
-8.01%
AMD
-5.76%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Qualcomm Incorporated QCOM generated $9.08 billion in revenues in the Qualcomm CDMA Technologies (QCT) segment during the second quarter of 2026. Revenues declined 4% year over year. QCT