Semiconductor News & Analysis Feed
5412 articles
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com
2026-06-23
Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.
2026-06-23
digitimes.com
2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.
2026-06-23
www.theverge.com
2026-06-23
The Verge
TECH
AI
NEWS
Nvidia says its AI data center design runs hotter to use a lot less water
By switching to 100 percent liquid cooling and running servers hotter, Nvidia claims it can cut water use to “near zero.”
by
Stevie Bonifield
Jun 23, 2026, 7:24 AM GMT+8
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Image: Cath Virginia / The Verge, Getty Images
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Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-23
drrobertcastellano.substack.com
2026-06-23
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Most Critical AI Bottleneck — And Nvidia Could Change It Overnight
DR. ROBERT CASTELLANO
JUN 23, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
HBM Content Growth Is Exploding
Table 2. HBM Content Growth by Nvidia Architecture
HBM Is Consuming the Memory Industry
Table 3. HBM Share of DRAM
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
QCOM
-8.01%
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2026-06-23
www.wsj.com
2026-06-23
WSJ
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2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-23
www.bizjournals.com
2026-06-23
The Business Journals
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2026-06-23
www.networkworld.com
2026-06-23
Network World
Nvidia packs Vera CPUs, Rubin GPUs, networking technologies, and software into a rack-mounted supercomputer.
Credit: Nvidia
Nvidia has formally launched the Vera Rubin platform, a combination CPU and GPU platform billed as a major step forward in the convergence of artificial intelligence and high-performance computing (HPC) for scientific research.
Announced at the ISC High Performance 2026 co
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-13.18%
ANTH.PVT
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-13.64%
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-12.47%
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What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
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.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Infineon
,
Surges
Infineon Surges 5.6% as Bernstein Upgrade and GaN Patent Ruling Double-Down on Rally
22.06.2026 - 21:13:05 | boerse-global.de
Infineon shares jumped 5.57% after Bernstein hiked price target to €102 on 'CPU renaissance' and Munich court banned rival Innoscience from selling GaN products in Germany.
Infineon - Infineon Surges 5.6% as Bernstein Upgrade and GaN Patent Ruling Double-D
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
ANALYSIS
Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
$TXN
June 22, 2026
6 min read
X
in
f
Texas Instruments is still frequently discussed as if it were just another semiconductor-cycle stock: demand softens, inventory corrects, utilization d
2026-06-23
www.nomadlawyer.org
2026-06-23
Nomad Lawyer
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BELKIN 140W GAN WALL CHARGER: TECHNICAL ANALYSIS, REAL-WORLD PERFORMANCE, AND MARKET POSITIONING
TRAVEL NEWS
Belkin 140W GaN Wall Charger: Technical Analysis, Real-World Performance, and Market Positioning
A data-driven evaluation of Belkin’s flagship 140W charging adapter, examining its GaN efficiency, multi-device output d
By Raushan Kumar
June 22, 2026
5 min read
Image g
2026-06-23
news.google.com
2026-06-23
Yahoo Finance
2026-06-23
www.theregister.com
2026-06-23
The Register
SYSTEMS
Nvidia gets all agentic about supercomputing for scientific research
Tireless AI agents could help scientists do research humans alone can't, says GPU giant
Dan Robinson
2
Published Mon 22 Jun 2026 // 18:15 UTC
Nvidia is pushing agentic AI for scientific computing, and says that this requires a new scientific computing stack, which the GPU giant is ready to deliver, of course.
At the
2026-06-23
www.tradingview.com
2026-06-23
TradingView
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Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
Chase the Surge in Micron (MU) Stock as Its Q3 Results Approach?
3 min read
MU
−13.18%
Micron Technology MU) has been one of the elite performers in the semiconductor space over the past year, fueled by surging demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) products.
With the m
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
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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