Semiconductor News & Analysis Feed
228 articles
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.
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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%
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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
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
2026-06-22
www.theindianpanorama.news
2026-06-22
The Indian Panorama
India’s Silicon Gambit: Decoding the $10.8 Billion Semiconductor Fund
Jun 22, 2026 - 5:57 am EDT @theindpanorama Business & Economics 1
The India semiconductor manufacturing fund has moved from policy document to construction site. In the 2026-27 Union Budget, the government allocated Rs. 8,000 crore, its largest single-year semiconductor outlay since the mission launched, as part of the India Se
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
news.google.com
2026-06-19
moneywise.com
2026-06-18
digitimes.com
2026-06-18
Penang has played a critical role in the global semiconductor back-end industry for decades, particularly in assembly, testing, and packaging (ATP). The region has built a highly competitive industrial base and, amid supply chain diversification and geopolitical shifts, has recently attracted record levels of investment.
2026-06-18
www.tomshardware.com
2026-06-18
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
Features
By Luke James published 4 hours ago
Intel canceled fabs in three countries and then ran out of capacity. What gets built next will be decided this year.
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-18
decrypt.co
2026-06-18
Decrypt
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2026-06-17
news.google.com
2026-06-17
the-decoder.com
2026-06-17
news.google.com
2026-06-17
Insider Monkey
2026-06-16
tomshardware.com
2026-06-16
Sarah Jacobsson Purewal
I test keyboards for a living, and these are the keyboards I keep coming back to.
2026-06-16
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2026-06-16
Moomoo
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
TradingView
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2026-06-15
the-decoder.com
2026-06-15
the-decoder.com
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Nvidia joins AI debt boom with $20 billion bond sale
Maximilian Schreiner
View the LinkedIn Profile of Maximilian Schreiner
Jun 15, 2026
Nvidia wants to raise at least $20 billion through its first bond sale since 2021, Bloomberg reports, citing people with direct knowledge of the deal. The chipmaker is offering bonds i
2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
irei.com
2026-06-15
Institutional Real Estate, Inc.
irei.com
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market