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Semiconductors News 8 October 2025 - 15 October 2025

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” Reuters), this mad dash for AI chips has become must-see drama on Wall Street and Silicon Valley alike. Inside the Megadeals: OpenAI’s recent partnership announcements form a web of interlocking investments. Reuters notes Nvidia will supply OpenAI with entire AI supercomputers and network gear,…
15 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 (ALAB) Stock Skyrockets on AI Boom – Nvidia & AMD Partnerships Fuel Frenzy

Stock Rally & Market Sentiment Astera Labs has emerged as a hot AI infrastructure stock in 2025. After its mid-2023 IPO at ~$36, ALAB surged through 2024 and 2025, briefly topping $262 (Sept 18, 2025) before a broader tech sell-off in October ts2.tech. On Oct 14 the stock fell roughly 14% intraday (trading near $170) amid market volatility Ainvest. Despite…
14 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 AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Apple Bloomberg Reuters. Q3 sales (~$32.5B) beat estimates, and management expects ~30% growth for all of 2025 ts2.tech. “We have fully booked production lines in the U.S. for…
14 October 2025
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Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

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. The market reacted immediately. NVTS stock closed ~21% higher (~$9.97) on Oct. 13 and surged to ~$12.71 (+27%) after hours ts2.tech. (Seeking Alpha also reported NVTS up ~26% premarket…
14 October 2025
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Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

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 smaller, more efficient power supplies (e.g. fast chargers) because GaN can run at higher frequencies with lower losses. In 2022 the company also acquired GeneSiC, adding high-voltage SiC…
14 October 2025
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Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

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 volatility, AVGO is up dramatically year-to-date and over the past 12 months. At the start of 2024, Broadcom’s market cap was around $300 B; by October 2025 it ballooned…
11 October 2025
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TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

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 NT$1,370 on Oct 2 (about $43 USD per share) ts2.tech – and the U.S. ADR (NYSE: TSM) likewise surged to all-time highs, briefly trading above $300. In fact,…
11 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

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 into single “GaNFast” power ICs Navitassemi. These GaN power chips switch much faster than traditional silicon, enabling smaller, more efficient chargers and power converters. Navitas’s technology can increase energy efficiency…
10 October 2025
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Nvidia’s $4 Trillion Juggernaut vs AMD’s OpenAI Jackpot – Inside 2025’s Epic AI Stock Showdown

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 a 171% surge in 2024) ts2.tech, while AMD’s stock has risen a similar ~30% YTD (after an 18% drop last year) ts2.tech – and much more if measured from its early-2025…
10 October 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

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 industry. OpenAI will buy up to 6 gigawatts of AMD’s Instinct data center GPUs over the next several years ts2.tech. To put that in perspective, 6 GW of computing is…
8 October 2025
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Mystery $75M Bet Propels POET Technologies – Tiny Optical Chipmaker Rides AI Gold Rush

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. “This is the largest single investment in POET’s history,” noted CEO Dr. Suresh Venkatesan, adding it boosts POET’s balance sheet to $150 M+ cash and no debt ts2.tech ts2.tech.…
8 October 2025
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Stock Market Today

  • AppLovin Stock Outlook 2026-2030: AI Drives Growth Despite Recent Volatility
    January 23, 2026, 9:04 AM EST. AppLovin (NASDAQ: APP) shares surged nearly 800% since its 2021 IPO, despite a 35% drop early last year amid lawsuit and short-seller pressure. The stock rebounded with strong quarterly results, peaking at $745.61 before retreating 22% year-to-date, yet still outperforming major indexes. The company leverages AI-driven advertising through its Axon engine, expanding beyond gaming into sectors like e-commerce and fintech, as CEO Adam Foroughi noted during Q4 2024 earnings. Analysts remain mixed, with Benchmark and Jefferies maintaining Buy ratings amid fundamental concerns. AppLovin's focus on personalized ads and a new self-service platform underpin its secular growth potential. Investors weigh risk after a 90% post-pandemic drawdown against momentum from AI-powered innovations and new market penetration.
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