Semiconductor News & Analysis Feed
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2026-06-23
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2026-06-23
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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%
Explore stocks on Coinbase
Trading disclosure
Quick Read
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
www.geekwire.com
2026-06-23
GeekWire
Building a ‘digital twin’ 10,000 feet underground: PNNL, Nvidia and Fervo team up on geothermal AI
Sustainability: News about the rapidly growing climate tech sector and other areas of innovation to protect our planet. SEE MORE
BY LISA STIFFLER on Jun 22, 2026 at 10:27 am
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Fervo Energy’s Cape Station geothermal energy plant in Utah should start producing power this year. (Fervo Photo)
Th
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Access to Fable 5 and Mythos 5 barred for foreign nationals immediately following security evaluation
2026-06-23
www.piratewires.com
2026-06-23
Pirate Wires
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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
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
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
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
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
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
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
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.marketwatch.com
2026-06-23
MarketWatch
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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
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
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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cmart7327
Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer