Semiconductors News 18 September 2025

Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Soaring Financials and a $4 Trillion Valuation Nvidia entered October 2025 riding an extraordinary financial high. The company’s Q2 FY2026 earnings (for the quarter ended July 27, 2025) showcased staggering growth: $46.7

5 October 2025

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Frenzy Adds $200 Billion to Chip Stocks – Nvidia, AMD Soar on Record Rally

AI Hype Reignites Chip Rally After a brief lull in sentiment, enthusiasm about artificial intelligence came roaring back in early October 2025 – sparking a record-setting rally in semiconductor stocks. Globally, chipmakers

5 October 2025

Artificial Intelligence · Investment · NASDAQ:AMD · NASDAQ:AVGO · NASDAQ:INTC · NASDAQ:NVDA · Semiconductors · Stock Market · Technology News

Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Key Facts at a Glance Company Background and Business Model Astera Labs is a Santa Clara‑based fabless semiconductor company founded in 2017. It designs and sells mixed‑signal connectivity solutions for cloud and artificial‑intelligence

2 October 2025

AI Technology · Investment Insights · NASDAQ:ALAB · Semiconductors · Stock Market · Tech Stocks

ACM Research (ACMR) at October 1 2025: Surging Backlog, Index Inclusion and a Market Shake‑up—What’s Next for the Semiconductor Equipment Innovator?

October 1 2025 snapshot, updated: 3:00 PM EDT Latest News and Developments Surge in Backlog & Strong Demand On Sept 29 2025 ACM Research (Shanghai) announced that its backlog reached RMB 9.07 billion (US$1.27 billion), representing a 34.1 % increase

1 October 2025

Company Analysis · Investment Insights · NASDAQ:ACMR · Semiconductors · Stock Market · Technology Trends

Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s move to acquire Rivos comes amid a major push by Big Tech to own the chips that power AI. The Santa Clara–based startup Rivos is a “stealth” AI-chip developer whose founders

30 September 2025

Artificial Intelligence · Business Strategy · Hardware Innovation · Semiconductors · Stock Market · Tech Industry

Luxury Boom vs. Fed Gloom: European Markets Whipsaw (Sept 23–24, 2025)

Stock Market Sizzle: Mukul Agrawal’s Semiconductor Coup, PTC India Promoter Drama, and Morgan Stanley’s ₹201Cr Shopping Spree

Mukul Agrawal’s Bet on ASM Technologies ASM Technologies Ltd – an Indian engineering services and design-led manufacturing firm – has been a hot stock this year. The company reported Q1FY26 revenues of

28 September 2025

Business News · Financial Analysis · Investing · Semiconductors · Stock Market

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference

27 September 2025

Artificial Intelligence · Future Trends · Market Competition · Semiconductors · Tech Industry

White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel’s Bold Gamble: Wooing Apple to Rescue Its Chip Foundry Comeback

<br> Intel Foundry Services (IFS) and the Turnaround Plan Intel Corporation – long synonymous with cutting-edge chips – has faced a harsh reality check in recent years. After falling behind in the

25 September 2025

Apple · Business · Innovation · Semiconductors · Technology

Micron’s AI-Fueled Q4 2025 Earnings Shatter Expectations, Stock Soars to New Highs

Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook

Full Overview of Micron Technology (MU) as of September 24, 2025 Company Overview: Memory Leader in a Booming Industry Micron Technology, based in Boise, Idaho, is one of the world’s leading semiconductor

24 September 2025

Artificial Intelligence · Business Trends · NASDAQ:MU · Semiconductors · Stock Market · Technology News

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

Stock Price and Trend Analysis TSMC’s stock has been on a strong uptrend in 2025, fueled by the global semiconductor recovery and intense demand for AI chips. On September 23, 2025, TSM

23 September 2025

AI Technology · NYSE:TSM · Semiconductors · Stock Market · TSMC · U.S. Expansion

Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

2025 Year-to-Date Stock Performance Both stocks have given investors a positive ride in 2025, but Intel’s run has been notably explosive. As of Q3 2025, Intel (NASDAQ: INTC) shares have rallied roughly

23 September 2025

Industry Analysis · Investment Strategies · NASDAQ:INTC · NYSE:TSM · Semiconductors · Stock Market · Technology News

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At

18 September 2025

Artificial Intelligence · Hardware Innovation · Industry Trends · NASDAQ:NVDA · Semiconductors · Technology News

Semiconductors News 18 September 2025 - 5 October 2025