Semiconductor News & Analysis Feed

11991 articles
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock Omor Ibne Ehsan Mon, June 22, 2026 at 10:35 AM PDT 4 min read 2330.TW -0.80% NVDA -4.13% AVGO -3.06% AMD -5.76% TSM -6.69% Explore stocks on Coinbase Trading disclosure Quick Read Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
247wallst.com 2026-06-23 24/7 Wall St.
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Video Muted Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names
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
www.zacks.com 2026-06-23 Zacks Investment Research
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2026-06-23
www.piratewires.com 2026-06-23 Pirate Wires
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2026-06-23
247wallst.com 2026-06-23 24/7 Wall St.
From Sleepy Chip Shops to AI Infrastructure Pillars Ten years ago, Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) was a fabless chipmaker leaning on declining hard-drive controllers. Micron Technology (NASDAQ: MU) was a cyclical memory producer wrestling with DRAM oversupply. Both looked like value traps. Neither looked like a future artificial intelligence (AI) darling. Video Muted
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now Trey Thoelcke Mon, June 22, 2026 at 9:55 AM PDT 3 min read MU -13.18% MRVL -9.36% SPY -1.45% NVDA -4.13% Explore stocks on Coinbase Trading disclosure Quick Read Marvell (MRVL) turned $1,000 into ~$33,000 over a decade while Micron (MU) turned the same into ~$94,000 through pivots to AI infrastructure. Both cru
2026-06-23
tomshardware.com 2026-06-23 Jake Roach
PC component bundles are one of the few ways to still build a PC at a reasonable price. Here are some of the best deals, and why bundles are so popular.
2026-06-23
www.accessnewswire.com 2026-06-23 ACCESS Newswire
This technical guide from Vadzo Imaging compares the onsemi AR0821 and onsemi AR0830 sensors across HDR dynamic range, pixel architecture, 4K frame rate, NIR sensitivity, and LI-HDR capability. Both sensors are available as production ready 8MP USB camera modules from Vadzo Imaging with driver support for Windows, Linux, and macOS. The purpose of this comparison is to enable OEM engineers and syst
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
www.newswire.com 2026-06-23 Newswire.com
Vadzo Imaging Breaks Down Onsemi AR0821 vs Onsemi AR0830: HDR Performance, Pixel Architecture, and Frame Rate Trade-offs for 4K USB Camera Selection PRESS RELEASE • JUN 22, 2026 16:30 UTC This technical guide from Vadzo Imaging compares the onsemi AR0821 and onsemi AR0830 sensors across HDR dynamic range, pixel architecture, 4K frame rate, NIR sensitivity, and LI-HDR capability. Both sensors are
2026-06-23
markets.financialcontent.com 2026-06-23 FinancialContent
Vadzo Imaging Breaks Down Onsemi AR0821 vs Onsemi AR0830: HDR Performance, Pixel Architecture, and Frame Rate Trade-offs for 4K USB Camera Selection By: Vadzo Imaging via ACCESS Newswire June 22, 2026 at 12:30 PM EDT ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. This technical guide from Vadzo Ima
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.marketwatch.com 2026-06-23 MarketWatch
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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
www.abc15.com 2026-06-23 ABC15 Arizona
NEWSBUSINESS TSMC, Amkor lock in 10-year deal for advanced packaging and test services You can watch the latest headlines and weather from ABC15 Arizona in Phoenix any time on-air, online, and on the ABC15 mobile and streaming apps. By: Ethan Holtzinger, Phoenix Business Journal Posted 1:08 AM, Jun 23, 2026 Two Valley semiconductor giants have formalized a long-planned partnership. Taiwan Se
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
seekingalpha.com 2026-06-23 Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor Copy Link Save Play (3min) Comments cmart7327 Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-23
www.cnbc.com 2026-06-23 CNBC
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