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Semiconductor Industry News 21 October 2025 - 7 November 2025

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no
7 November 2025
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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
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
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
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,
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
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
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
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.
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
21 October 2025
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