Semiconductor News & Analysis Feed
25469 articles
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
news.google.com
2026-06-23
The Robot Report
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SK Hynix becomes South Korea's most valuable company
Tasneem Nashrulla
Mon, June 22, 2026 at 3:44 PM PDT 1 min read
000660.KS
-0.74%
005930.KS
+4.51%
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
SK Hynix on Monday topped Samsung as South Korea's most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean
2026-06-23
www.semafor.com
2026-06-23
Semafor
SK Hynix on Monday topped Samsung as South Korea’s most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean epithet for a penny stock — “Dongjeon-ju,” Reuters wrote. Its shares have more than quadrupled this year, and it joined rivals Samsung and US-based Micron in crossing a $1 trillion valuation in May.
Th
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 3:20 PM PDT 3 min read
MU
-13.18%
AAPL
-0.91%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-23
www.reuters.com
2026-06-23
Reuters
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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
Why Micron (MU) Stock Is Up Today
Petr Huřťák
Mon, June 22, 2026 at 3:11 PM PDT 4 min read
MU
-13.18%
WDC
-8.45%
SNDK
-13.64%
005930.KS
+3.71%
000660.KS
-2.11%
Explore stocks on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 4.8% in the afternoon session after two more major Wall Street price target upgrades arrived ahead of its fiscal Q3 earning
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Reuters
Mon, June 22, 2026 at 2:57 PM PDT 1 min read
QCOM
-8.01%
Trade QCOM on Coinbase
Trading disclosure
June 22 (Reuters) - Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloom
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
TSMC (TSM) Advances While Market Declines: Some Information for Investors
TSMC (TSM) Advances While Market Declines: Some Information for Investors · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
2330.TW
-2.61%
^GSPC
-1.44%
^DJI
-0.09%
^IXIC
-2.21%
TSM
-6.69%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) closed at $467.67 in the latest trading session, marking a +
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%
Trade QCOM on Coinbase
Trading disclosure
In the latest trading session, Qualcomm (QCOM) closed at $221.49, marking a -2.05% move from the previous day. The sto
2026-06-23
news.google.com
2026-06-23
embedded.com
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
Micron and its Red-Hot Earnings Charts
Tracey Ryniec
Mon, June 22, 2026 at 2:40 PM PDT 2 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
The first quarter of 2026 earnings season is over and the second quarter 2026 earnings season hasn't started yet. But there is a group of companies that report on the fiscal year who report earnings in between the various earnings seasons.
This week
2026-06-23
ca.investing.com
2026-06-23
Investing.com Canada
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2026-06-23
www.wsj.com
2026-06-23
WSJ
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2026-06-23
news.google.com
2026-06-23
Stock Titan
2026-06-23
news.google.com
2026-06-23
Stock Titan