Semiconductor News & Analysis Feed
10709 articles
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center, according to an Nvidia executive in a press release.
“The water consumption challenge for data centers is largely solved,” Josh Parker, chief sustainability officer at Nvidia, recently told Axios.
But t
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
sourceability.com
2026-06-23
Sourceability
While AI-demand-driven shortages have primarily impacted advanced processors and memory, the rapid expansion of supporting infrastructure is also increasing pressure on semiconductor packaging technologies and essential passive components. As companies race to increase their AI capabilities, the industry is working in parallel to address these emerging constraints.
But the news is not all bad. Re
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Could Be 15.5% Overvalued After Its Strong Run
June 23, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is drawing fresh attention after recent performance data highlighted sizeable 1 year and multi year total returns, prompting investors to reassess what the current share p
2026-06-23
www.businessreport.com
2026-06-23
Baton Rouge Business Report
MONDAY, JUNE 22, 2026
How Nvidia aims to make humanoid robots safe for the workplace
By Daily Report Staff
Nvidia is working on new safety and reliability systems aimed at making humanoid robots capable of safely operating in close proximity to people in real-world environments like warehouses, factories and eventually homes, Bloomberg reports.
The central challenge the company is addressing is
2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
fortune.com
2026-06-23
Fortune
Among Americans’ many concerns about data centers—from the constant humming sound to high electricity prices—heavy water consumption stands out. Residents of towns with data centers have reported contaminated water, low water pressure, and unauthorized siphoning, putting one of life’s essentials under threat.
Nvidia thinks it has the solution for that: its new server infrastructure.
The compan
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical. Shares are nearly at $1,200. MU jumped 880% from in one year. Year-to-date, the move sits at 280%, which makes the broader technology complex look sedated by comparison.
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The headwind into June 24 is the arithmetic of that run. Consensus analyst target sits at $866.60, well below the current quote, and the stock tr
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Mark June 24 on Your Calendar: The Report That Could Send Micron Parabolic Again
Omor Ibne Ehsan
Mon, June 22, 2026 at 11:40 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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MU has surged 769% in the past year to $1,134, yet trades 31% above analyst consensus ahead of its June 24 earnings report.
Micron has beaten EPS consensus for seven straight
2026-06-23
news.google.com
2026-06-23
Yahoo Finance
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement
Reuters
Mon, June 22, 2026 at 11:02 AM PDT 1 min read
MU
-13.18%
CRWV
-5.00%
AVGO
-3.06%
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June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's
2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
We talked to Valve engineers Pierre-Loup Griffais and Yazan Aldehayyat ahead of the Steam Machine's launch to learn more about its pricing, engineering, and how the company is handling availability.
2026-06-23
news.google.com
2026-06-23
CNBC
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Google and Amazon Just Launched a Full-Frontal Assault Against Nvidia
Danny Vena, CPA, The Motley Fool
Mon, June 22, 2026 at 10:45 AM PDT 4 min read
NVDA
-4.13%
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Nvidia's (NASDAQ:NVDA) rise to superstardom in the artificial intelligence (AI) chip space has been nothing short of spectacular. The company pivoted from its focus on gaming chips and adapted i
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).
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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
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%
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Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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