Semiconductors News 27 June 2025

MediaTek’s 2nm Superchip Breaks Cover – Taking on Apple, Qualcomm & Samsung in the Next-Gen SoC Race

MediaTek’s First 2nm Flagship SoC – A New Milestone MediaTek’s announcement marks a major milestone: its first flagship chip built on TSMC’s new 2nm process has been successfully taped out (design finalized) as of September 2025. This makes MediaTek one of the very first companies to adopt TSMC’s 2nm node, alongside industry giants. The chip is expected to enter volume production by late 2026, aligning with TSMC’s roadmap for 2nm mass production. According to MediaTek, the development highlights the company’s long-term partnership with TSMC and its ability to deploy bleeding-edge semiconductor technology across diverse applications. Notably, TSMC’s 2nm (N2) technology

16 September 2025

Innovation·Semiconductors·TSX:2454

Apple’s 2nm Chip Revolution in 2026: Four New Chips, Game-Changing Packaging & the Race to Catch Up

Apple’s 2nm Chip Lineup for 2026 Apple is gearing up for a significant leap in its silicon roadmap in 2026, with four new chips based on TSMC’s 2-nanometer process technology. This represents the next step in Apple’s aggressive “tick-tock” chip evolution, coming on the heels of its 3nm-based A17 and M3 series. According to supply-chain reports, Apple has locked in roughly 50% of TSMC’s initial 2nm output to produce these chips wccftech.com, underscoring how crucial they are to Apple’s future products. Below is an overview of the expected 2nm Apple chips and their target devices: It’s clear Apple isn’t limiting

16 September 2025

Apple·Innovation·NASDAQ:AAPL·Semiconductors

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia in China’s Crosshairs: Inside the High-Stakes Chip War Showdown

Background: Nvidia’s Role in AI and Chips A building at Nvidia’s headquarters. Nvidia is the world’s leading maker of advanced graphics processors and AI accelerator chips, which have become strategic assets in the global tech industry abc17news.com. Nvidia is a Silicon Valley-based semiconductor company renowned for its powerful graphics processing units (GPUs) – chips that excel at the parallel computations needed for video games and, crucially, artificial intelligence tasks. Over the past decade, Nvidia’s GPU technology has become the engine of the AI revolution, used to train sophisticated models in everything from self-driving cars to generative AI chatbots. This dominance

15 September 2025

NVIDIA·Semiconductors·Technology

Chips Meet Models: Why ASML Wants a Piece of Mistral

ASML’s Strategic Partnership with Mistral AI and European Tech Sovereignty A Landmark Alliance for Europe’s Tech Ambitions In September 2025, ASML and Mistral AI announced a landmark partnership that immediately grabbed headlines across the tech world. ASML – the Dutch firm whose machines are indispensable for manufacturing advanced chips – revealed it will lead Mistral’s latest funding round with a €1.3 billion investment, securing about 11% ownership in the startup Asml Reuters. The deal catapults Mistral’s valuation to €11.7 billion, making the two-year-old company the most valuable AI startup in Europe Reuters Reuters. This is more than just a cash infusion; ASML

14 September 2025

Innovation·Mergers & Acquisitions·Semiconductors

AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

Key Takeaways Broadcom Rallies on AI Chip Windfall Chip designer Broadcom (AVGO) emerged as a major winner this week, riding the AI hardware boom to new heights. On Sept. 4, Broadcom reported robust earnings and signaled that demand for its AI-focused semiconductors is exceeding expectations. Third-quarter revenue came in at $15.95 billion (topping forecasts of $15.83 B) and the company issued an upbeat forecast for the current quarter: about $17.4 billion in Q4 revenue versus the $17.0 B consensus reuters.com. CEO Hock Tan told analysts that AI-related sales will “improve significantly” in fiscal 2026, after Broadcom secured over $10 billion in orders for AI infrastructure

5 September 2025

Semiconductors·Stock Market

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years has been nothing short of historic. Buoyed by insatiable demand for AI technology, NVIDIA became the fastest-growing large-cap stock and saw its market capitalization breach the trillion-dollar threshold in 2023. Now, in late 2025, it has gone even further –

4 September 2025

NVIDIA·Semiconductors

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and

28 August 2025

KRX:000660·KRX:005930·NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:AMKR·NASDAQ:AMZN·NASDAQ:INTC·NASDAQ:MU·NASDAQ:NVDA·NYSE:TSM·Semiconductors·TSX:3711

Tech Shockwaves: Gadget Surprises, Chip Gambles & Space Feats Rock the Globe (Aug 25–26, 2025)

Google unveiled its Pixel 10 lineup in New York, with the base Pixel 10 at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base model. The U.S. government announced a 9.9% equity stake in Intel worth about $8.9–$10 billion by converting CHIPS Act subsidies into stock. SpaceX launched CRS-33 to the ISS on Aug 24, 2025, from Cape Canaveral at 2:45 AM ET; the Falcon 9 booster landed on a drone ship for its 7th reuse and the Dragon capsule docked on Aug 25, as SpaceX reached 100 launches in 2025 by mid-August. NASA

26 August 2025

Innovation·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:SPOT·NYSE:DVA·NYSE:TEF·NYSE:TSM·Semiconductors·Space

AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

Nasdaq Composite slid nearly 0.7% mid-week while the S&P 500 tech sector fell about 2.5% as investors rotated out of AI-fueled gains. Nvidia became the first-ever $4 trillion U.S. company last month, underscoring its central role in the AI rally. Analysts forecast Nvidia’s fiscal Q2 EPS rising 48% on revenue of $45.9 billion. Options markets were bracing for roughly a 6% post-earnings swing in Nvidia’s stock due to its outsized index impact. Nvidia’s revenue-sharing deal with Washington directs 15% of its China sales to the U.S. Treasury as part of export controls. The U.S. government announced a deal to buy

25 August 2025

Artificial Intelligence·Semiconductors·Stock Market·Technology

Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

Google unveiled the Pixel 10 lineup in New York, with the base Pixel 10 starting at $799 and including a telephoto lens, while the Pixel 10 Pro foldable tops the line at $1,799 and prices were kept steady despite tariff concerns. Spotify plans to raise Premium to €11.99 in many markets starting next month as it targets 1 billion users and rolls out new features. The FTC warned Apple, Meta and X in an open letter that complying with Europe’s DSA or the UK Online Safety Act could erode American data privacy or free speech, signaling possible enforcement. DaVita’s July

25 August 2025

Global Trends·Semiconductors·Space

Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

Semiconductors & Hardware Cybersecurity Consumer Electronics & Media Space Technology Telecom & Connectivity Automotive Tech Biotechnology & Health Tech Sources: Key information and quotes in this report are drawn from Reuters, Spaceflight Now, SC Media, Vice, and official company releases reuters.com reuters.com spaceflightnow.com scworld.com reuters.com reuters.com reuters.com spaceflightnow.com reuters.com reuters.com ts2.tech, among others. All developments are current as of August 23, 2025.

23 August 2025

Cybersecurity·Semiconductors·Space·Technology

Global Tech Roundup (Non‑AI): Record EV Feats, Cyber Sabotage, and High‑Stakes Chip Moves (Aug 14–15, 2025)

Consumer Electronics & Hardware Cybersecurity Semiconductors Telecom Space Tech Automotive Tech Sources: TechCrunch techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com; Kodak techcrunch.com kodak.com; TechCrunch techcrunch.com theguardian.com; The Guardian theguardian.com theguardian.com; Reuters reuters.com reuters.com reuters.com; Bank Info Security bankinfosecurity.com bankinfosecurity.com bankinfosecurity.com; Space.com space.com space.com; GM Press Release news.gm.com news.gm.com.

15 August 2025

Cybersecurity·Electric Vehicles·Semiconductors·Technology

AI’s Explosive Weekend: GPT‑5 Debuts, Chip War Escalates, and ‘Deathbots’ Rise (Aug 9–10, 2025)

Research Breakthroughs & New AI Technologies Business & Industry Updates Policy, Regulation & Geopolitical Developments Ethical Debates & Public Response New Consumer & Enterprise AI Tools Sources: The Guardian theguardian.com theguardian.com; Reuters reuters.com reuters.com; Associated Press apnews.com apnews.com; Reuters reuters.com reuters.com; WashingtonExec washingtonexec.com washingtonexec.com; Reuters reuters.com reuters.com; Reuters reuters.com reuters.com; Reuters reuters.com reuters.com; The Guardian theguardian.com theguardian.com; Axios axios.com axios.com; The Verge theverge.com theverge.com; MarketingProfs (AI Update) marketingprofs.com marketingprofs.com.

10 August 2025

Artificial Intelligence·Robotics·Semiconductors

Batteries That Fix Themselves, Space Showdowns & a $12,000 Superchip – Tech Roundup (July 27–28, 2025)

AMD’s Ryzen Threadripper Pro 9995WX workstation processor launched at $11,699 and features 96 cores, 192 threads, a Zen 5 design, and up to 5.4GHz, claiming the title of the world’s fastest CPU. Samsung’s 61.44 TB PCIe Gen5 SSD, the largest enterprise drive to date, went on sale for $5,593 (~$0.09/GB) and delivers 14.2 GB/s read and 2.1 GB/s write speeds using QLC flash. The FOSSiBOT F107 Pro rugged phone adds “Starlight Night Vision” capable of color photography at 0.0005 lux, powered by a 28,000 mAh battery and MIL-STD-810H durability. A GoPro Max 2 prototype leaked showing a 360° camera with

28 July 2025

Semiconductors·Space·Technology

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix plans to double its sales of high-bandwidth memory chips this year to meet surging AI demand and will boost CAPEX, especially for HBM production. Intel’s new CEO Lip-Bu Tan is shifting from the 18A process to the 14A process to make Intel Foundry Services more competitive and catch up to TSMC. Nvidia’s high-end H20 AI chips sales to China were allowed to resume by the U.S. government, a win that bolsters demand for TSMC’s most advanced manufacturing lines. SK Hynix posted a record Q2 with operating income up 69% to ₩9.2 trillion ($6.7 billion) and revenue up 35%

24 July 2025

Semiconductors

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

On July 11, 2025, Nvidia closed above a $4 trillion market cap, the first company ever to do so. On July 14, 2025, Nvidia closed at $164.07, down 0.5%, after trading between $162.02 and $165.49 intraday. Nvidia was up about 22% year-to-date and 27% year-over-year as of July 14–15, 2025. On July 15, 2025, Nvidia surged over 5% in pre-market trading to around $172 after news the U.S. would allow export licenses for its H20 AI GPUs to China. At a $4 trillion valuation, Nvidia accounts for roughly 7.5% of the entire S&P 500 by itself. Nvidia unveiled a China-tailored

15 July 2025

NASDAQ:NVDA·NVIDIA·Semiconductors·Stock Market

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia briefly reached a $4 trillion market value in July 2025, with shares peaking at $164.42 on July 9 and closing that day at about a $3.97 trillion market cap. Nvidia guided about $45 billion in quarterly revenue for Q2 FY2026 (the quarter ending July). Nvidia unveiled the GeForce RTX 5050 desktop GPU with the Blackwell architecture, 2,560 CUDA cores and 8GB GDDR6, starting at $249 and delivering roughly 60% higher traditional graphics performance and up to 4× faster ray tracing with DLSS 4 AI upscaling. GeForce RTX 5050 Laptop GPUs began shipping in early July, with notebooks starting at

14 July 2025

Artificial Intelligence·NVIDIA·Semiconductors

Mixed-Signal and RF Components: June–July 2025 Industry Report

MS4022 RF synthesizer from Mixed-Signal Devices, unveiled on June 16, 2025, generates 675 MHz–22 GHz with 25 fs RMS phase jitter. Falcomm with GlobalFoundries achieved 50% PAE in a Ku-band (13 GHz) power amplifier built on GF’s 130 nm CMOS process. Tower Semiconductor and pSemi unveiled a 0–110 GHz SPDT RF switch using a phase-change material switching element with CMOS drivers, delivering <2 dB insertion loss and up to 30 dBm. Qorvo introduced the QM45508 Wi‑Fi 7 front-end module for 5–7 GHz, delivering up to ~18 dBm output and low EVM for Wi‑Fi 7 operation. Analog Devices showcased the Apollo

9 July 2025

LSE:BA.·NASDAQ:ADI·NASDAQ:CDNS·NASDAQ:INDI·NASDAQ:QRVO·NASDAQ:SNPS·NASDAQ:TSEM·Semiconductors·XETRA:SIE

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

In summer 2025, TSMC reported near 90% yield on its 3 nm process, versus Samsung’s roughly 50% yield. Samsung, which pioneered 3 nm gate-all-around transistors in 2022, continues to struggle with yields but has won Google’s Tensor G5 on 3 nm and other new clients for older nodes. TSMC and Samsung are racing toward 2 nm (N2-class) technology, with TSMC’s 2 nm on track for risk production and high-volume manufacturing in late 2025 or early 2026. Intel detailed an 18A process (approximately 1.8 nm class) at the mid-June VLSI Symposium, promising >30% logic density scaling and up to ~20% higher

1 July 2025

KRX:005930·NASDAQ:AMD·NASDAQ:ASML·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:MU·NYSE:TSM·Semiconductors·Technology

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple

27 June 2025

KRX:005930.KS·NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:ASML·NASDAQ:INTC·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Technology Trends

Semiconductors News 27 June 2025 - 16 September 2025