Semiconductors News 6 October 2025

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

Navitas Soars on Nvidia Collaboration On Oct. 13, 2025 Navitas Semiconductor announced it had “developed advanced 800 VDC GaN and SiC power devices” for NVIDIA’s forthcoming AI data center architecture navitassemi.com. The

14 October 2025

Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

In-Depth Analysis: Navitas Semiconductor (NVTS) is a fabless chipmaker (founded 2014) specializing in wide-bandgap power electronics. It pioneered “GaNFast” ICs that monolithically integrate GaN transistors with control circuits ts2.tech. These allow much

14 October 2025

AI Technology · Investment Insights · NASDAQ:NVTS · NVIDIA · Semiconductors · Stock Market News

Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom’s Financial Performance and Stock Trajectory Broadcom’s stock has been on a meteoric rise in 2023–2025, riding the twin waves of AI chip euphoria and strategic acquisitions. Even after the recent market

11 October 2025

Artificial Intelligence · Corporate Earnings · NASDAQ:AVGO · Semiconductors · Stock Market · Technology Trends

TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC Stock Soars on AI Boom TSMC (Taiwan Semiconductor Manufacturing Co.) is riding a wave of investor enthusiasm as of October 2025. Its Taipei-listed shares hit record highs this month – reaching

11 October 2025

Artificial Intelligence · Investment Analysis · NYSE:TSM · Semiconductors · Stock Market · Technology Trends

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Company Background and Business Model Navitas Semiconductor is a fabless semiconductor company founded in 2014 that specializes in next-generation power electronics. It pioneered the integration of gallium nitride (GaN) transistors with drive, control, sensing, and protection circuits

10 October 2025

Artificial Intelligence · Investment Analysis · NASDAQ:NVTS · Semiconductors · Stock Market · Technology Trends

Nvidia’s $4 Trillion Juggernaut vs AMD’s OpenAI Jackpot – Inside 2025’s Epic AI Stock Showdown

Stock Performance & Financial Snapshot (YTD 2025) After a turbulent 2024, both Nvidia and AMD have staged massive rallies in 2025 amid the AI frenzy. Nvidia’s share price has climbed roughly 30% year-to-date (on top of

10 October 2025

AI Stocks · Investing · Market Trends · NASDAQ:AMD · NASDAQ:NVDA · Semiconductors · Technology

Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Sources: Latest Intel news and filings, financial data, and analyst reports as of Oct 10, 2025 techi.com investopedia.com marketbeat.com ts2.tech reuters.com reuters.com nvidianews.nvidia.com reuters.com. All information is drawn from publicly available financial

10 October 2025

Artificial Intelligence · Investing · NASDAQ:INTC · Semiconductors · Stock Market · Technology

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

A $100 Billion+ Chip Deal: OpenAI’s Bet on 6 GW of AMD GPUs OpenAI’s new partnership with AMD, announced on October 6, 2025, is staggering in scope – even by the outsized standards of the AI

8 October 2025

Artificial Intelligence · Business Deals · Investment · Semiconductors · Technology News

Mystery $75M Bet Propels POET Technologies – Tiny Optical Chipmaker Rides AI Gold Rush

$75 Million Infusion Fuels AI Connectivity Expansion POET’s $75 million capital raise – a non-brokered private placement of ~13.64 million shares (with warrants) – marks a major vote of confidence in the company’s technology ts2.tech.

8 October 2025

Artificial Intelligence · Investing · NASDAQ:SMTC · Semiconductors · Startups · Technology

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock

6 October 2025

Artificial Intelligence · Data Centers · NASDAQ:AAOI · Optical Networking · Semiconductors · Technology Stocks

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

AMD’s Massive OpenAI Deal Shakes Up the AI Chip Race

The 6-Gigawatt AI Chip Deal: Inside the AMD–OpenAI Alliance On October 6, 2025, OpenAI and AMD unveiled a blockbuster agreement that instantly reshaped the AI hardware landscape. OpenAI committed to purchase 6 gigawatts of

6 October 2025

AI · Business · NASDAQ:AMD · NASDAQ:NVDA · OpenAI · Semiconductors · Technology News

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply

6 October 2025

AI Technology · Future Trends · Geopolitics · Investments · Semiconductors

Semiconductors News 6 October 2025 - 14 October 2025