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Semiconductors News 26 August 2025 - 23 September 2025

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

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 stock rallied sharply – up about 3.7% in a single session to ~$283 Investing – following bullish news of a new collaboration and reaffirmed growth plans. This builds…
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

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 45–50% since January Tradingnews. Most of those gains came in a dramatic late-summer surge – in September 2025 Intel announced a landmark partnership with Nvidia, which sent the…
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’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 its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit…
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

A Surprise Alliance to Revive an Icon Nvidia’s $5 billion wager on Intel marks a stunning alliance between longtime rivals. Nvidia – now the world’s most valuable chip company – built its fortune on graphics processors and AI accelerators, largely independent of Intel, the historic king of PC and server CPUs. Intel, for its part, had fallen on hard times due…
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’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…
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’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…
16 September 2025
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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. Nvidia is a Silicon Valley-based semiconductor company renowned for its powerful graphics processing units (GPUs) – chips that excel at the parallel computations…
15 September 2025
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Chips Meet Models: Why ASML Wants a Piece of Mistral

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…
14 September 2025
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AI Stock Frenzy: Broadcom’s $10B Chip Deal Ignites Rally as Salesforce Stumbles – Sept 4-5 Roundup

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…
5 September 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

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 $165.2 billion Investopedia $86.6 billion Investopedia +48% Investopedia Microsoft (MSFT) $3.77 trillion Investopedia $281.7 billion Investopedia $101.8 billion Investopedia +26% Investopedia Apple (AAPL) $3.45 trillion Investopedia $408.6 billion Investopedia $99.3 billion Investopedia +32% Investopedia NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years…
4 September 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

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

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…
26 August 2025
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Stock Market Today

  • Global Table Top Games Market to Reach $28 Billion by 2031 with 7.1% CAGR
    January 23, 2026, 7:08 AM EST. The Global Table Top Games Market is projected to grow from $18.55 billion in 2025 to $28.01 billion by 2031, reflecting a 7.11% compound annual growth rate. This sector includes board games, card games, miniature wargames, and role-playing games requiring physical interaction. Growth is fueled by a rising consumer preference for social activities enhancing mental health, and widespread adoption of crowdfunding platforms like Kickstarter, which raised $220 million for tabletop projects in 2024. Despite competition from digital entertainment, the tabletop segment holds strong, with U.S. retail sales in games and puzzles hitting $3.5 billion in 2024. Eco-friendly manufacturing and targeting complex games for older demographics, or "kidults," also support market expansion. Crowdfunding has democratized funding, enabling niche and independent creators to enter the market with lower risks.
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