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NASDAQ:SNPS News 22 June 2025 - 10 September 2025

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

Key Facts Oracle (ORCL): Cloud Orders Propel Stock Higher Oracle on Sept 9 stunned investors by revealing its Oracle Cloud Infrastructure (OCI) business had booked an RPO (remaining performance obligation) of $455 billion – and expects it to exceed $500 billion soon – as enterprises rush to deploy AI applications. CEO Safra Catz told analysts OCI revenue growth would reach 77% this fiscal year (to $18 billion) and “on to $144 billion over the subsequent four years” reuters.com. Morgan Stanley observers noted Oracle’s claim to seamlessly connect its databases with AI models like ChatGPT, Gemini and Grok was resonating. After the report, Oracle’s stock
10 September 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly hit a $4 trillion market capitalization last week, with shares rising to an all-time high of $164.42. Nvidia’s value has roughly tripled in about a year after first crossing $1 trillion in mid-2023. Microsoft closed Monday at $503.51 as part of the AI rally lifting the Magnificent 7. Apple is down about 16% year-to-date, erasing more than $630 billion in market value and prompting talk of a bolder AI strategy, including rumors of Perplexity AI. Meta Platforms announced plans to spend hundreds of billions on AI infrastructure, with Prometheus online in 2026 and Hyperion scaling to 5 GW,
14 July 2025
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Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal and RF Components: June–July 2025 Industry Report

MS4022 RF synthesizer from Mixed-Signal Devices, unveiled on June 16, 2025, generates 675 MHz–22 GHz with 25 fs RMS phase jitter. Falcomm with GlobalFoundries achieved 50% PAE in a Ku-band (13 GHz) power amplifier built on GF’s 130 nm CMOS process. Tower Semiconductor and pSemi unveiled a 0–110 GHz SPDT RF switch using a phase-change material switching element with CMOS drivers, delivering <2 dB insertion loss and up to 30 dBm. Qorvo introduced the QM45508 Wi‑Fi 7 front-end module for 5–7 GHz, delivering up to ~18 dBm output and low EVM for Wi‑Fi 7 operation. Analog Devices showcased the Apollo
9 July 2025
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100 Semiconductor Giants Powering the Modern World

100 Semiconductor Giants Powering the Modern World

TSMC is the world’s largest contract chip fab, handling about 61% of global foundry revenues. NVIDIA is the largest fabless chip company in 2024, with data-center GPUs and AI accelerators generating $124.3 billion in revenue. Samsung Electronics is the world’s largest memory chip maker and, in 2024, regained the #1 position in overall semiconductor revenue at US$66.5 billion, with its foundry division offering 5nm and 4nm processes. Intel Corporation is an IDM (logic, x86 CPUs) with $49.2 billion in 2024 revenue, pursuing a dual IDM and external-foundry strategy via Intel Foundry Services and advancing 3nm and 2nm process technology. Synopsys
22 June 2025
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