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Semiconductor Industry News 13 July 2025 - 13 October 2025

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
13 October 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Surges on AI Chip News – What Investors Must Know

Metric Broadcom (AVGO) NVIDIA (NVDA) Qualcomm (QCOM) Intel (INTC) Price (Oct ’25) $324.63 companiesmarketcap.com $183.04 companiesmarketcap.com $153.52 companiesmarketcap.com $36.33 companiesmarketcap.com Market Cap ($) $1,533B companiesmarketcap.com $4,456B companiesmarketcap.com $165.6B companiesmarketcap.com $172.8B companiesmarketcap.com P/E (TTM) 80.8 companiesmarketcap.com 51.7 companiesmarketcap.com 14.7 companiesmarketcap.com N/A
13 October 2025
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TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker – a “pure-play” foundry that fabricates advanced semiconductors for clients like Apple, NVIDIA, AMD and more ts2.tech. Rather than selling its own chips,
9 October 2025
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AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s Mega AMD Deal: How a 6‑Gigawatt AI Chip Alliance Could Reshape the Arms Race

Background: Why OpenAI Needed More Silicon OpenAI’s mission to build artificial general intelligence (AGI) has become a capital‑intensive arms race. Training and running models like GPT‑5 or the video‑generating Sora require vast amounts of electricity and parallel compute. In March 2025,
6 October 2025
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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.com. At a ~$267 billion market capitalization reuters.com,
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.com. It briefly hit multiyear lows (around $0.39) during the summer bankruptcy
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,
13 July 2025
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