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Semiconductor Industry News 13 July 2025 - 6 October 2025

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

Stock Performance & Market Valuation Advanced Micro Devices (AMD) has been one of 2025’s semiconductor standouts. The stock trades around $164–$165 per share as of October 6, reflecting a dramatic rise this year Reuters. At a ~$267 billion market capitalization Reuters, AMD is now the world’s third-most valuable chip maker – still a fraction of Nvidia’s size, but a testament to…
6 October 2025
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Wolfspeed’s Wild Ride: From Bankruptcy Plans to EV Boom – What’s Next for WOLF Stock?

Wolfspeed’s Wild Rebound: Stock Jumps 33% as Chipmaker Escapes Bankruptcy /1:20 PM ET/

Stock Performance Wolfspeed’s share price has been extremely volatile. After peaking near $134 in late 2021, WOLF plunged on operational setbacks, falling into low single digits by mid-2025 Eetimes. It briefly hit multiyear lows (around $0.39) during the summer bankruptcy period Reuters. The Sept. 30, 2025 trading day saw WOLF trade up around 46% intraday (close ~$32.39) Reuters, fueled by the…
30 September 2025
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Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet architecture splits monolithic chips into multiple dies in a single package, improving wafer yields and reducing cost, with AMD reporting up to 70% cost reduction in EPYC servers versus a comparable single-die design. Chiplets enable mixing of process nodes, for example high-density cores on 5 nm while I/O dies run on 16 nm, maximizing performance-per-cost. Chiplet designs decouple innovation…
13 July 2025
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Stock Market Today

  • Markets Drop as Amazon Earnings Raise Tech Sector Concerns
    February 6, 2026, 4:21 AM EST. Stock futures indicate a fourth consecutive day of declines following Amazon's weaker-than-expected earnings report, triggering heightened fears in the tech sector. Dow Jones futures fell 44 points (0.1%), S&P 500 futures dropped 0.2%, and Nasdaq 100 contracts slid 0.5%. Since Tuesday, major indexes have been retreating amid worries over artificial intelligence potentially disrupting software companies. Investor unease deepened after Alphabet, Google's parent company, announced plans to double capital spending, adding pressure on valuations and market sentiment.
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