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2026-06-23
BriefGlance
Beyond Moore's Law: Qnity's High-Stakes Bet on Stacking Chips for the AI Era
📊 KEY DATA
$40B+ market value in 2025, projected to exceed $140B by 2034 for advanced packaging.
Qnity invested $61.5M in new R&D and manufacturing facility.
Stock surged over 100% year-to-date (2026) after strong Q1 earnings.
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2026-06-23
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2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
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2026-06-23
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2026-06-23
news.alphastreet.com
2026-06-23
AlphaStreet
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Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
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Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
$TXN
June 22, 2026
6 min read
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Texas Instruments is still frequently discussed as if it were just another semiconductor-cycle stock: demand softens, inventory corrects, utilization d
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
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
eetimes.com
2026-06-23
GlobalFoundries and Qualinx deliver Europe's first fully secure chip supply chain.
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
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Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-23
futurumgroup.com
2026-06-23
The Futurum Group
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2026-06-22
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2026-06-22
Investopedia
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2026-06-22
Android Headlines
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2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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