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Semiconductors News 27 October 2025 - 10 November 2025

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales grew 16.9%, slower than September’s ~40% YoY surge. For January–October, revenue totaled NT$3.13 trillion, up 33.8% from the same period last year. TSMC+2Focus Taiwan – CNA English News+2 While those figures confirm the foundry’s dominant position in advanced nodes, they also mark the slowest YoY growth since February 2024, a datapoint traders have latched onto as evidence that the AI
10 November 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

On the ground in Taiwan: Blackwell demand, supply chain ramp Speaking to reporters at TSMC’s annual sports day in Hsinchu, Nvidia CEO Jensen Huang said the company is experiencing “very strong demand” for Blackwell platform chips—the company’s flagship AI accelerators—adding that Nvidia builds GPUs alongside CPUs, networking and switches for the platform. He emphasized that Nvidia is leaning on TSMC for additional wafers to meet orders. Reuters Bloomberg separately reported that Huang has formally asked TSMC for more chip supplies as AI demand remains robust, noting his comment that business is getting “stronger month by month.” Bloomberg On memory, Huang
8 November 2025
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Micron (MU) Stock Skyrockets to Record High on AI Frenzy – Analysts See More Upside

Micron Technology (MU) Stock Today, Nov 7, 2025: Shares Slip With Tech Selloff as Wells Fargo Lifts Target to $300 and HBM4 Rumors Swirl

Key takeaways Micron (MU) stock today: price action and context Micron shares traded lower alongside the broader tech complex. As of 19:21 UTC, MU changed hands near $232.32, with the day’s high at $244.92 and low at $226.49; volume topped 22.5 million shares. The weakness mirrors a Friday slide in growth and AI-linked names. Wall Street extended losses, with risk appetite dented by valuation concerns and a rare data blackout that postponed the official October employment report. Major outlets tracked the Nasdaq’s additional decline and the unusual absence of government labor data due to the shutdown. Reuters+2The Wall Street Journal+2
7 November 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) slides as CFO offloads ~$1M in stock; Q3 2025 prints steep losses while ‘Navitas 2.0’ pivots to high‑power AI and grid markets (Nov 7, 2025)

Published: November 7, 2025 What happened Navitas Semiconductor (NASDAQ: NVTS) is closing out a volatile week after posting third‑quarter results on November 3 and unveiling its “Navitas 2.0” strategy to shift away from low‑margin consumer electronics toward high‑power markets like AI data centers, energy and grid infrastructure, and industrial electrification. Shares fell again late in the week as investors reacted to an insider sale by the company’s CFO and to fresh skepticism about the stock’s valuation versus fundamentals. Navitas Semiconductor+2MarketBeat+2 By the numbers (Q3 FY2025) Context: Yahoo Finance’s earnings recap noted non‑GAAP EPS in line with consensus and a tiny
7 November 2025
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NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Top headlines at a glance What changed today — and why it matters 1) Huang’s China remarks move from sound bite to strategy Reuters reports that Huang’s “China will win” comment—made on the sidelines of the FT Future of AI Summit—was followed hours later by a clarification on X emphasizing that America can win by accelerating innovation and courting global developers, including those in China. He reiterated that policy should avoid ceding half the world’s AI developer base. The report also notes U.S. export controls remain a flashpoint; Nvidia hasn’t sought China licenses, and recent comments by the U.S. president
6 November 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

The state of play: Nvidia’s grip on AI compute Nvidia’s AI accelerators built on Hopper (H100/H200) and now Blackwell (GB200/B200) remain the default choice for training and serving the largest AI models because they pair raw throughput with a full‑stack advantage—CUDA software, NVLink/NVSwitch interconnects, and networking that plugs into hyperscale data centers. Bloomberg’s explainer today makes the point starkly: investors pushed Nvidia past $5 trillion in late October, and the company is “on course to report more net income this year than its two main rivals will chalk up in sales, combined.” Bloomberg That valuation surge has a geopolitical shadow.
5 November 2025
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OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

AMD’s Q3 2025 Earnings Shock: Record Sales and AI Boom Propel Stock to New Highs

Record Q3 Results and Financials AMD’s Q3 2025 report (released Nov 4) shattered records. The company posted $9.246 billion in revenue, up 36% from a year ago ir.amd.com. GAAP earnings were $1.243 billion (EPS $0.75), and non-GAAP earnings $1.965 billion (EPS $1.20) ir.amd.com. This beat analysts’ expectations (roughly $8.7–8.8 B revenue, $1.17 EPS consensus) by a comfortable margin. The growth was led by AMD’s Data Center and Client segments. CEO Lisa Su highlighted “record revenue and profitability” driven by strong sales of EPYC server CPUs and Instinct GPUs ir.amd.com. CFO Jean Hu added that Q3 also generated record free cash flow ir.amd.com. AMD’s gross
4 November 2025
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Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

U.S. Greenlights Advanced AI Chip Exports to the UAE In a groundbreaking move, the U.S. Commerce Department approved special export licenses for Microsoft to ship thousands of Nvidia’s top-tier AI chips to the UAE osoulmisrmagazine.com. This marks the first time a U.S. company has been cleared to send such advanced GPUs to the Gulf nation under updated export rules osoulmisrmagazine.com. The approval, granted in late September 2025, was contingent on “updated and stringent technology safeguards” to ensure the hardware is used responsibly and doesn’t fall into the wrong hands osoulmisrmagazine.com. Microsoft hailed the decision in a blog post, emphasizing that
4 November 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) Stock Skyrockets on Nvidia Hype – Will GaN Power Pay Off?

NVTS Stock Price & Recent Performance (Nov 2025) Navitas Semiconductor’s stock has been on a wild ride in 2025. After beginning the year in the low-single digits, NVTS exploded upwards on a series of positive developments related to its GaN and SiC technology. By November 3, 2025, the stock closed at $12.25 (down nearly 9% on that day) stockanalysis.com and was hovering around the mid-teens in the weeks prior – an astonishing climb of several hundred percent year-to-date. This performance stands in stark contrast to the broader market, and even within the semiconductor sector, Navitas has been an outlier gainer.
4 November 2025
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AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research Rides the AI Wave to New Highs Lam Research, a leading maker of semiconductor fabrication equipment, has been one of 2025’s standout stocks. The company’s share price has more than doubled this year, up about 117% as of early November nasdaq.com. This surge has far outpaced even the high-flying AI chip designers: for comparison, Nvidia’s stock was up ~42% and Broadcom’s ~56% over the same period sharewise.com. Lam’s stock recently notched a fresh record high around $157–$158 per share nasdaq.com stockstory.org, boosting the company’s market capitalization to roughly $195 billion stockstory.org. The run-up reflects surging optimism that Lam will
3 November 2025
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Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

New AI Chips Ignite Rally in QCOM Shares Qualcomm’s headquarters in San Diego. The chipmaker’s stock just surged on news of its expansion into data-center AI processors. Qualcomm’s stock rallied dramatically to start the week after the company revealed a bold expansion into artificial intelligence semiconductors. On Monday (Oct. 27), the firm unveiled two AI accelerator chips – dubbed the AI200 and AI250 – aimed at powering AI in cloud data centers. This surprise announcement, part of Qualcomm’s efforts to diversify beyond a stagnant smartphone market, sent QCOM shares soaring to their highest price in 15 months bloomberg.com. Investors piled
28 October 2025
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NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

Stock Price & Recent Trading Activity NXP’s stock has seen choppy trading in recent days amid mixed signals from the semiconductor sector. Early last week, NXPI shares slid into the mid-$210s after peer Texas Instruments spooked the market with a dour outlook. TI reported soft demand for its chips and high customer inventories, sending its stock down ~7.5% and dragging NXP ~2–3% lower in sympathy ts2.tech. On October 22, NXP closed around $217.16 – a multi-week low – on heavy volume, as investors reacted to signs of an industry slowdown statmuse.com. This sector-wide selloff (which also hit names like Microchip
27 October 2025
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