Semiconductor News & Analysis Feed
16255 articles
2026-06-23
www.theverge.com
2026-06-23
The Verge
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NEWS
TECH
Valve will finally let you build your own Steam Machine with SteamOS for desktop
Valve’s Pierre-Loup Griffais says his team is “collaborating with Nvidia very closely” on SteamOS support for Nvidia hardware.
by
Stevie Bonifield
Jun 23, 2026, 1:05 AM GMT+8
24
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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.verdict.co.uk
2026-06-23
verdict.co.uk
__fail__
2026-06-23
tomshardware.com
2026-06-23
Hassam Nasir
If you own an RX 7000 series GPU, you can update your graphics driver today and enjoy native FSR 4.1 in over 300 games thanks to INT8 fallback.
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
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
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
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%
Explore stocks on Coinbase
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
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
www.engineering.com
2026-06-23
Engineering.com
www.engineering.com
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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
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
news.google.com
2026-06-23
Cleveland.com
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.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