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Semiconductor Industry News 21 October 2025 - 7 November 2025

Nvidia’s $4 Trillion AI Stock Surge: Record Highs, Mega Deals & Bold Forecasts

NVDA Pre‑Market Today (Nov 7, 2025): U.S. Blocks Scaled‑Down China Chips, Jensen Huang Rules Out Blackwell Sales to China — What to Know Before the Bell

Published: Friday, November 7, 2025 Key Takeaways NVDA Pre‑Market Snapshot Context: Broader tech has been choppy this week, with valuation jitters and AI‑heavy names dragging indices. Futures were modestly firmer overnight after a steep Thursday selloff, but tone remains sensitive to policy headlines and the jobs print. Investing.com Today’s NVDA Headlines — Friday, Nov 7, 2025 1) U.S. to Block Sales of Scaled‑Down Nvidia AI Chips to China A U.S. policy move highlighted by The Information and reported by Reuters says Nvidia’s B30A—a reduced‑performance data‑center accelerator designed to comply with export rules—won’t be allowed for China. The B30A can still
7 November 2025
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Intel (INTC) Today — Nov 6, 2025: Quarterly 10‑Q Details U.S. Government Stake, Nvidia $5B Share Sale Terms, and Foundry Progress as Shares Slip

Intel (INTC) Today — Nov 6, 2025: Quarterly 10‑Q Details U.S. Government Stake, Nvidia $5B Share Sale Terms, and Foundry Progress as Shares Slip

Intel filed its Form 10‑Q for the quarter ended Sept. 27, 2025, adding crucial clarity to this fall’s headline deals and laying out new risk disclosures tied to the U.S. government’s equity position. Below are the key facts investors need to know today. Key takeaways What happened today (Nov 6, 2025) 1) Intel files the Q3 FY2025 10‑Q The 10‑Q—signed Nov. 6, 2025—locks in the technical details behind Intel’s summer/fall deals with Washington, Nvidia and SoftBank, and codifies new risk language. The filing reiterates that Intel issued 275M shares, set aside 159M escrowed shares, and granted warrants for up to
6 November 2025
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Marvell Technology Soars After Report SoftBank Explored Takeover, Eyeing ARM Tie‑Up — Nov. 6, 2025

Marvell Technology Soars After Report SoftBank Explored Takeover, Eyeing ARM Tie‑Up — Nov. 6, 2025

Marvell Technology (NASDAQ: MRVL) jumped on Thursday after Bloomberg reported that SoftBank Group explored a takeover of the U.S. chipmaker earlier this year—an approach that, if completed, would have marked the largest deal in semiconductor history. While no agreement was reached and talks aren’t active, people familiar with the matter said interest could be revived. Bloomberg Why SoftBank might want Marvell SoftBank founder Masayoshi Son has been vocal about betting big on AI hardware. Marvell’s expertise in custom accelerators, high‑speed networking, and cloud/datacenter silicon could complement ARM’s CPU IP—potentially creating a portfolio spanning compute and connectivity for hyperscalers building AI
6 November 2025
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Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

Nov. 6, 2025 — Lattice Semiconductor (LSCC) Matches Q3, Guides 22% Q4 Growth; Benchmark Electronics (BHE) Files 10‑Q After Mixed Quarter

Updated Nov. 6, 2025 — Shares of Lattice Semiconductor (NASDAQ: LSCC) and Benchmark Electronics (NYSE: BHE) remain in focus today as investors digest fresh filings, analyst reactions, and guidance following this week’s earnings. Below we break down the key numbers, what changed today, and what to watch next. Key takeaways Lattice Semiconductor (LSCC): in‑line quarter, solid AI/data‑center tailwinds Lattice’s Q3 FY2025 numbers came in in line with expectations: revenue $133.3M (+4.9% YoY, +7.6% QoQ), GAAP gross margin 67.9%, non‑GAAP gross margin 69.5%, GAAP net income $2.8M ($0.02), and non‑GAAP EPS $0.28. Management guided Q4 revenue to $138M–$148M and non‑GAAP EPS
6 November 2025
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Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Key facts (Nov 5, 2025 and the last few days) What happened — and why it matters Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic AI chips. Officials have told data centers that are less than 30% complete to rip out foreign accelerators or cancel pending procurements. Projects further along will be reviewed case‑by‑case. The directive, described by sources to Reuters, is among China’s most assertive steps to localize critical compute amid on‑off trade tensions and export controls with Washington. Reuters Who’s covered. The order
5 November 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1 Asia’s hit list. Korea’s memory giants Samsung and SK Hynix led the initial downdraft, dragging the Kospi down as much as 6.2% before some buyers stepped in. In Japan, chip‑equipment and testing names were pummeled, with Advantest
5 November 2025
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ON Semiconductor (ON) Stock Surges on Q3 Earnings Beat – Latest News, Financials, and Outlook

ON Semiconductor (ON) Stock Surges on Q3 Earnings Beat – Latest News, Financials, and Outlook

Recent News and Updates (Early November 2025) Earnings Release: On November 3, 2025, ON Semiconductor announced its third-quarter 2025 financial results, which were better than expected. The company reported Q3 revenue of $1.55 billion (down roughly 11% year-over-year) and a profit of $255 million timesunion.com timesunion.com. Earnings came out to $0.63 per diluted share, beating Wall Street’s consensus of $0.60. This marks a positive surprise given the headwinds the company faced earlier in the year. Management noted that the results “exceeded expectations, underscoring the strength of our strategy and the resilience of our business model,” according to CEO Hassane El-Khoury tradingview.com. He
3 November 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $5 Trillion AI Boom: Mega Deals, Soaring Stock & Trump’s Chip Ban Showdown

All Major News and Developments About NVIDIA as of November 3, 2025 Stock Hits $5 Trillion Amid an AI Frenzy Nvidia’s market value soared past $5 trillion on October 29, making it the first publicly traded company to achieve that mark reuters.com. This Wall Street milestone reflects how central the Silicon Valley chipmaker has become to the global AI boom – “from chip maker to industry creator,” as one analyst put it reuters.com. The stock rallied after a string of announcements reinforced Nvidia’s dominance in AI, closing that day up 3% at a record ~$207 (post-split) per share reuters.com. Shares briefly hit $209.40
3 November 2025
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Skyworks Soars 18% on $22B Qorvo Merger – What’s Next for the Chipmaker?

Skyworks Soars 18% on $22B Qorvo Merger – What’s Next for the Chipmaker?

Skyworks’ stock surge on Oct. 28 was driven almost entirely by the surprise merger announcement. In pre-market trading, shares spiked ~12% reuters.com, and by 9:48 a.m. ET the stock was around $89.22 (from about $75.84 Monday’s close) investing.com investing.com. This massive gap up reflects investor excitement: combined, Skyworks and Qorvo would control roughly $7.7 billion in annual RF-chip revenue (≈$5.1B mobile + $2.6B broadband) stocktitan.net, making a top U.S. analog/5G semiconductor supplier. The market welcomed the logic that scale and cross-selling should boost earnings – for example StockTitan notes the deal is “immediately accretive” to EPS and targets >$500M in yearly cost
28 October 2025
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AI Chip Frenzy Sends Navitas Stock Soaring 750% – Will the Rally Continue or Crash?

AI Chip Frenzy Sends Navitas Stock Soaring 750% – Will the Rally Continue or Crash?

Record Rally Fueled by Nvidia’s AI Power Deal Navitas Semiconductor has undergone a meteoric rise in recent months, transforming from an obscure small-cap into a market darling virtually overnight. The catalyst was a headline-grabbing collaboration with NVIDIA announced in mid-October. Navitas revealed it developed advanced 800 V GaN and SiC power devices for NVIDIA’s next-generation “AI factory” supercomputers ts2.tech. In plain terms, Navitas’s high-voltage chips will help power Nvidia’s cutting-edge AI data centers that run on 800 V direct current – a radical leap from the ~48 V standard in traditional server racks ts2.tech. The news “electrified” investors. Navitas’s stock jumped ~21% in
27 October 2025
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NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

AI Gold Rush Sends Nvidia Soaring: NVDA Stock Near Highs as $100B OpenAI Deal, China Ban & New Chips Define 2025

NVDA Stock Near Record Highs in Volatile Market Nvidia’s stock (NASDAQ: NVDA) has been on a rollercoaster this month, yet it remains near record levels. In early October, NVDA surged to an intraday all-time high around $195 ts2.tech amid frenzied AI-driven buying. A mid-month pullback followed – the stock tumbled ~4% on profit-taking and macroeconomic jitters – but dip-buyers quickly stepped in ts2.tech. By Oct. 21, NVDA was back around the low-$180s per share, only a few percent below its peak ts2.tech. Year-to-date the stock has climbed about 30%, vastly outperforming the S&P 500, thanks to Nvidia’s status as the
21 October 2025
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AI Chip Breakthrough Sends GSI Technology (GSIT) Stock Soaring 200% – What Investors Need to Know

AI Chip Breakthrough Sends GSI Technology (GSIT) Stock Soaring 200% – What Investors Need to Know

Cornell Validation Spurs Stock Rally On Oct 20, a Cornell University-led study (MICRO ’25 conference) confirmed that GSI’s Gemini‑I APU can deliver GPU-like AI performance using far less power investing.com economictimes.indiatimes.com. In benchmarks on large retrieval-augmented generation (RAG) workloads, GSI’s chip achieved throughput comparable to an NVIDIA A6000 GPU while using ~98% less energy investing.com economictimes.indiatimes.com. The study also found the APU ran RAG tasks several times faster than standard CPUs (up to 5× speedup or ~80% shorter processing time) investing.com ts2.tech. GSI CEO Lee-Lean Shu hailed the independent validation, saying “Cornell’s independent validation confirms what we’ve long believed –
21 October 2025
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