Semiconductor News & Analysis Feed
5423 articles
2026-06-22
www.thinkgeoenergy.com
2026-06-22
ThinkGeoEnergy
www.thinkgeoenergy.com
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
stockinvest.us
2026-06-22
StockInvest.us
stockinvest.us
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2026-06-22
www.semafor.com
2026-06-22
Semafor
Rising chip demand is boosting secondary players in the semiconductor industry.
TSMC, the world’s biggest manufacturer, is at production capacity, and Samsung has seen a surge in customers: BYD and Google are both talking to the South Korean company. Samsung’s chips lag behind TSMC’s in manufacturing quality, but needs must, one executive told Nikkei.
TSMC, Intel, and Samsung are the only chipma
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SK Hynix Surpasses Samsung as South Korea’s Largest Listed Company
Fiona Craig
Mon, June 22, 2026 at 3:47 AM PDT 2 min read
005930.KS
-12.31%
000660.KS
-12.47%
MU
-8.91%
Trade MU on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
SK Hynix (USOTC:HXSCL) reached a significant milestone on Monday as its market value overtook that of Samsung Electronics (USOTC:SSNHZ), making the memory
2026-06-22
news.google.com
2026-06-22
Investing.com
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest Winner
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 3:21 AM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
HOUSTON, June 22, 2026 (GLOBE NEWSWIRE) --
Fervo Energy
(Nasdaq: FRVO), the global pioneer of next-generation geothermal energy, NVIDIA, and Pacific Northwest National Laboratory (PNNL) today announced an agreement to develop a next-generation digital twin platform for Enhanced Geothermal Systems (EGS) technology, known as EGS-Twin.
EGS-Twin is designed to deliver real-time insight into subsurfa
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
ng.investing.com
2026-06-22
Investing.com Nigeria
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2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Nvidia claims AI’s water challenge is largely solved with new cooling tech
The chipmaker says its next-gen liquid cooling systems achieve 300x water efficiency, but experts aren't ready to declare victory
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Editorial Team
Jun. 22, 2026
Nvidia is making a sweeping claim: the water problem plaguing AI data centers is basically handled. A top executive at the company says its
2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
news.google.com
2026-06-22
Yahoo Tech
2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
1
Reports say NVIDIA’s R