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Semiconductor Industry News 13 October 2025 - 19 October 2025

Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

What to Know Before Markets Open on October 20, 2025 Lam Research’s Rally Fueled by AI and Earnings Beat Lam Research’s stock performance in late 2025 has been nothing short of remarkable. As of October 19, LRCX trades around $141.5 per share, a level it hasn’t seen in over a year (adjusted for its 10-for-1 stock split in late 2024) macrotrends.net. This price represents a nearly 40% gain since early August, when the stock was hovering near $100. The rally has dramatically outpaced broader indices – in the past month alone, Lam’s share price jumped almost 19%, while the Nasdaq
19 October 2025
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Applied Materials (AMAT) Stock Near Record Highs on AI Chip Boom – Can the Rally Survive China Curbs?

Applied Materials (AMAT) Stock Near Record Highs on AI Chip Boom – Can the Rally Survive China Curbs?

What to Know Before Markets Open on October 20, 2025 Stock Price and Recent Performance 📈 Applied Materials’ stock has been on a tear in October, climbing to levels not seen in over a year. As of October 19, 2025 (last market close Oct. 17), AMAT traded around $225/share, just shy of its 52-week high (~$232 intraday) investing.com investing.com. The stock is up approximately 15% year-to-date and a remarkable 50%+ in the past six months, far outpacing the broader market investing.com. Recent action has been especially volatile: shares jumped over 4% on Wednesday alone, then essentially flatlined Thursday near record
19 October 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

NVTS Stock Rally and Recent Performance Navitas’s stock has exploded higher in mid-October. On Oct. 13 (Monday), NVTS jumped ~17–21% intraday after markets when the company announced new GaN/SiC power devices for NVIDIA’s next-gen data centers ts2.tech finviz.com. The rally accelerated each day: by Oct. 16 NVTS closed at $15.63, its highest ever, following five straight gains ts2.tech ts2.tech. Overall, Navitas shares nearly doubled in one week, climbing from roughly $8 to $15+ ts2.tech. Even on Oct. 17 the stock remained elevated (closing $14.66, down 6.2% for the day) stockanalysis.com. Daily/weekly trend: This October run is far above the stock’s
19 October 2025
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ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

Stock Performance & Market Rally ASML’s stock has been on a tear in October 2025. After a late summer rally, shares continued climbing following the Q3 report. For example, on Oct. 15 the NASDAQ-listed ASML ADS closed at $1,009.81 – a 2.7% gain on the day marketbeat.com – and hit intraday highs above $1,030. By the Oct. 17 close the ADS price was roughly $1,029 (≈€880), just shy of the record $1,059 set earlier in the year ts2.tech. This rally has far outpaced the broader semiconductor index: since early September ASML is up ~+32% ts2.tech. The surge reflects robust demand
19 October 2025
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Intel Stock Explodes: 10% U.S. Stake, Nvidia Deal & AI Hype Fuel Surge

Intel Stock Explodes: 10% U.S. Stake, Nvidia Deal & AI Hype Fuel Surge

Intel’s stock market roller-coaster has become one of 2025’s top stories. After languishing in the teens and low-$20s in early 2025, INTC shares have roared higher in recent months. By Oct. 17 the stock closed around $37, its highest since 2023 ts2.tech. As TS2.tech notes, the shares have “nearly doubled from its lows in January” on hopes of a turnaround ts2.tech. Much of the surge is tied to investor excitement over Intel’s role in the AI chip revolution and a flurry of unexpected big-money deals. One key catalyst was Washington’s intervention. In late August the Trump administration announced it would
19 October 2025
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NVIDIA Stock Set to Soar? Latest AI Boom & Stock Forecast Revealed

Nvidia’s AI Empire Unleashed: Mini Supercomputers, Mega-Deals and a Global Chip Arms Race

AI Alliances and Rivalries: OpenAI, xAI, and a $100B Power Play Nvidia’s dominance in AI computing has led to both blockbuster partnerships and fierce competition in recent weeks. The most dramatic development is Nvidia’s sweeping alliance with OpenAI – a deal valued at up to $100 billion that intertwines the leading AI chip supplier with the maker of ChatGPT ts2.tech ts2.tech. Under the agreement, announced late September, Nvidia will take a sizable (non-voting) stake in OpenAI and in return OpenAI commits to buying Nvidia’s cutting-edge GPUs to build out an unprecedented 10 gigawatts of AI supercomputing capacity ts2.tech ts2.tech. “Everything starts
17 October 2025
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Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Stock Performance: AI Hype Sends Micron Soaring Micron’s share price momentum in 2025 has been extraordinary. As of October, the stock has more than doubled from January levels, vastly outperforming the S&P 500 and even many tech peers ts2.tech. The rally accelerated in late September and early October when Micron hit fresh record highs, peaking intraday above $196 and closing near $192 ts2.tech. This surge reflects both company-specific optimism and broader “AI mania” lifting the semiconductor sector ts2.tech. Investors have piled into AI-related stocks, and Micron – as a key supplier of memory for AI systems – has been a
16 October 2025
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Blaize Holdings (BZAI) Soars on AI Chip Deals and Partnerships – What’s Next for This Edge AI Stock?

Blaize Holdings (BZAI) Soars on AI Chip Deals and Partnerships – What’s Next for This Edge AI Stock?

Stock Surges on AI Hype and Contract Wins Blaize’s stock has been on a rollercoaster since its January Nasdaq debut. After an initially steep slide, BZAI shares have recently skyrocketed on the back of big AI contract announcements. The stock doubled in a single day in July after Blaize revealed a $120 million Asian infrastructure deal with Starshine Computing finance.yahoo.com. On that news, BZAI jumped from the mid-$2 range to over $5 per share, a 71% one-day surge to ~$5.18 by market close rttnews.com. A few months later, on September 30, Blaize announced that its AI platform is powering Yotta
15 October 2025
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Quantum-Powered Pop! SEALSQ Corp (LAES) Stock Rockets on Latest Breakthroughs and Deals

Quantum Security Frenzy: SEALSQ (LAES) Stock Skyrockets on Deals & Chip Breakthroughs

Post-Quantum Deals Ignite a Stock Rally SEALSQ Corp – a Swiss-based provider of post-quantum cryptography semiconductors – has seen its stock rocket in the first half of October 2025 on the back of breakthrough announcements. Shares of LAES have climbed from the mid-$4 range in late September to roughly $7–8 by mid-October, buoyed by a string of strategic deals in quantum-secure technology ts2.tech. The rally has been extreme even by small-cap tech standards: on October 9, SEALSQ’s stock price jumped nearly 40% in a single session after news of a U.S. defense-oriented partnership ts2.tech. And on October 14, the momentum
15 October 2025
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RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

RRP Semiconductor Stock Skyrockets 57,000%; Sachin Tendulkar Link Debunked

Stock Market Frenzy Around RRP Semiconductor RRP Semiconductor’s share price rally has defied fundamentals and caught investors off guard. As Business Today notes, the stock has become a “multibagger counter”, climbing another 2% on Oct 14 to ₹8,584 and delivering an “exceptional 4,527.84% year-to-date” return businesstoday.in. Moneycontrol reports that the company’s stock has risen “a whopping 57,000% since April 2024” moneycontrol.com. In practical terms, a ₹10 lakh investment at the start of 2025 would have ballooned to well over ₹100 crore by September – on paper moneycontrol.com businesstoday.in. This meteoric rise triggered wild speculation on social media. Rumors spread that
14 October 2025
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ARM Stock Skyrockets 11% on OpenAI AI Chip News — Is It a Buy?

ARM Stock Skyrockets 11% on OpenAI AI Chip News — Is It a Buy?

Arm Holdings plc (NASDAQ: ARM) trades on the NASDAQ with ticker symbol ARM. As of Oct 14, 2025 its stock is around $171–172, up roughly 11% from the prior close reuters.com stockinvest.us. Monday Oct 13 saw a jump from about $157 to $175 intraday, closing at $171.94 stockinvest.us reuters.com. ARM’s market capitalization is on the order of $164–182 billion, with a trailing P/E of roughly 260× marketbeat.com. The 52-week range is about $80–$182.88 marketbeat.com. Analysts’ consensus is bullish – roughly 22 of 27 rate it Buy/Strong Buy – with an average 12-month price target near $167–172 stockanalysis.com stockanalysis.com. Recent catalysts
14 October 2025
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Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Power Integrations (POWI) Stock Rockets 20% on Nvidia AI Data Center News – Is the Next Big GaN Breakout Here?

Company Background & Business Model Power Integrations is a fabless semiconductor firm specializing in high-voltage power conversion chips. It pioneered the use of gallium nitride (GaN) in power ICs (marketed as PowiGaN™) and its EcoSmart™ PWM controllers. The company’s products enable efficient AC-DC and DC-DC conversion across applications, from cloud data centers and industrial drives to EV chargers and consumer electronics reuters.com investors.power.com. In fact, Reuters notes POWI “supplies chips that handle power for cars and major appliances” and makes them out of GaN reuters.com. This positions POWI in the clean-energy ecosystem: its chips are used in renewable generation, efficient
13 October 2025
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