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Semiconductors 14 September 2025 - 6 October 2025

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

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

Applied Optoelectronics (NASDAQ: AAOI) closed at $27.93 on Oct. 6, 2025, after trading between $28.40 and $33.57. Q2 revenue jumped 137% year-over-year to $103 million, but EPS missed estimates at –$0.16 and free cash flow stayed negative. The company unveiled new optical transceivers and AI-powered software modules in September. Shares have returned 115.6% over the past year, with a beta of 2.91.
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 Massive OpenAI Deal Shakes Up the AI Chip Race

OpenAI and AMD signed a multi-year deal for OpenAI to deploy six gigawatts of AMD GPUs, starting with 1 GW of Instinct MI450 chips in 2026. AMD granted OpenAI a warrant to buy up to 160 million shares at $0.01 each, about 10% of AMD if fully vested. AMD expects the deal to generate tens of billions in annual revenue. AMD shares surged up to 34% on the news, while Nvidia stock fell 2%.
6 October 2025
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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

TSMC’s Taipei shares hit a record NT$1,370 on Oct. 2, closing at NT$1,365, while U.S. shares touched $292.19. Q2 revenue rose 44% to $30.1 billion, with full-year growth guided at 30%. The company is expanding in Arizona with a $165 billion investment. TSMC maintains most manufacturing in Taiwan despite U.S. pressure for a production split.
6 October 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

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

Nvidia’s market value topped $4 trillion in October 2025, briefly making it the world’s most valuable company. The company announced a $100 billion partnership with OpenAI to supply millions of GPUs for next-gen AI infrastructure. Quarterly revenue jumped 56% to $46.7 billion, driven by AI chip demand. Nvidia also expanded alliances in Japan and launched new robotics AI tools.
5 October 2025
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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

Global semiconductor stocks gained over $200 billion in early October 2025 as Nvidia, AMD, Broadcom, SK Hynix, and Samsung shares surged. OpenAI’s launch of a popular AI app and new partnerships with Samsung and SK Hynix fueled the rally, pushing its valuation near $500 billion. Nvidia’s $100 billion deal to supply OpenAI with AI systems drove further gains. Intel entered talks to produce chips for AMD amid soaring AI demand.
5 October 2025
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Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

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

Astera Labs shares surged nearly 286% since its March 2024 IPO, hitting a high of $262.90 in September 2025 before retreating to $195 on Oct. 2. Fiscal Q2 2025 revenue jumped 150% year-over-year to $191.9 million, with net income of $51.2 million. Hedge fund FengHe Fund Management became the largest shareholder in October. Analysts remain bullish but warn of stretched valuations and volatility.
2 October 2025
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ACM Research (ACMR) at October 1 2025: Surging Backlog, Index Inclusion and a Market Shake‑up—What’s Next for the Semiconductor Equipment Innovator?

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

ACM Research (Shanghai) reported a backlog of RMB 9.07 billion (US$1.27 billion) as of Sept 29, up 34.1% year-over-year. In August, the company raised ¥4.5 billion (~US$630 million) in a private placement, reducing ACM Research’s stake in the subsidiary to 74.5%. ACMR joined the S&P SmallCap 600 Index on Sept 26. Q2 2025 revenue rose 6.4% to $215.4 million, with net income of $29.8 million.
1 October 2025
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Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

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

Meta is acquiring Santa Clara–based chip startup Rivos Inc. to strengthen its in-house AI hardware and reduce dependence on Nvidia GPUs, according to multiple reports. Rivos, valued around $2 billion, develops RISC-V–based server chips for large language models and data analytics. Meta aims to use its own AI chips for training by 2026. Rivos raised $250 million in April 2024 from major tech investors.
30 September 2025
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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

Susquehanna projects Nvidia’s AI-accelerator market share will drop from about 80% to 67% by 2030, with Broadcom rising to 14% and AMD to just over 4%. Broadcom says deployments by three hyperscale customers could generate $60–$90 billion in AI-chip revenue by FY2027. Nvidia plans to invest up to $100 billion in OpenAI and supply systems for at least 10 GW of compute from 2026. Google and AWS are expanding in-house chip development.
27 September 2025
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White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

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

Intel has approached Apple about a potential investment in Intel Foundry Services, according to sources cited by Reuters. Talks are in early stages and no deal is guaranteed. Intel recently secured $5 billion from Nvidia, $10 billion from the U.S. government, and $2 billion from SoftBank to fund its manufacturing push. Apple’s involvement would give Intel another major customer as it seeks to compete with TSMC and Samsung.
25 September 2025
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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

Micron Technology posted record fiscal 2025 revenue of $37.4 billion, up 49% year-over-year, driven by surging AI data center demand. Q4 sales hit $11.3 billion, with non-GAAP EPS at $3.03, both beating estimates. Shares nearly doubled in 2025, trading near $166. The company received $6.2 billion in CHIPS Act funding and is exiting the mobile NAND market.
24 September 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

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

TSMC shares closed at $282.80 on September 23, 2025, up 3.7% for the day and over 35% year-to-date, pushing its market cap to $1 trillion. August revenue rose 34% to $11.1 billion on strong AI chip demand. MediaTek is set to use TSMC’s new Arizona fab for next-gen chips. Analysts raised price targets, with Barclays at $325 and CFRA at $295, citing TSMC’s AI leadership.
23 September 2025
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Intel vs TSMC: The High-Stakes Chip Stock Showdown of 2025 and Beyond

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

Intel shares have surged 45–50% in 2025, outpacing TSMC’s 13% rise, after Nvidia invested $5 billion for a 4% stake and the U.S. government took a 10% stake. Intel named Lip-Bu Tan CEO in March and is cutting costs sharply. TSMC remains the largest and most profitable chipmaker, expanding 3nm production and building new fabs in the U.S. and Germany. TSMC’s net profit margin is about 38%; Intel is posting losses.
23 September 2025
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Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

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

Huawei revealed new Ascend AI chips and Atlas SuperPod supercomputers, claiming it will double computing power each year and rival Nvidia’s top systems by 2026. The company announced in-house high-bandwidth memory, ending reliance on SK Hynix and Samsung. The launch comes as China orders tech firms to stop buying Nvidia chips amid regulatory probes. Huawei says domestic chipmaking is no longer a major constraint.
18 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

Nvidia will invest $5 billion in Intel, acquiring about 4% of the company at $23.28 per share. The two firms announced a partnership to co-develop chips for data centers and PCs, but Nvidia did not award Intel any GPU manufacturing contract. Intel shares jumped up to 18% on the news, while Nvidia rose 2%. The deal comes as the U.S. government takes a 10% stake in Intel to boost domestic chipmaking.
18 September 2025
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MediaTek’s 2nm Superchip Breaks Cover – Taking on Apple, Qualcomm & Samsung in the Next-Gen SoC Race

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

MediaTek has completed the tape-out of its first 2nm flagship SoC, using TSMC’s advanced nanosheet transistor process. Mass production is planned for late 2026. The chip, likely called Dimensity 9600, targets major gains in speed and efficiency over current 3nm designs. MediaTek joins Apple, Qualcomm, and Samsung in the race to deploy 2nm chips.
16 September 2025
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Apple’s 2nm Chip Revolution in 2026: Four New Chips, Game-Changing Packaging & the Race to Catch Up

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

Apple plans four chips on TSMC’s 2nm process for 2026, including A20 and A20 Pro for iPhone 18, a new M-series for Macs, and an R2 co-processor for Vision Pro. At least two chips will use advanced wafer-level multi-chip packaging, a first for iPhones. Apple has secured about half of TSMC’s initial 2nm output. Rivals including Intel, AMD, and Qualcomm are preparing 2nm chips for 2025–2026.
16 September 2025
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