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Semiconductors 22 June 2025 - 1 July 2025

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

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

TSMC reported nearly 90% yield on its 3 nm process in summer 2025, far ahead of Samsung’s 50%. Intel detailed its 18A (1.8 nm) process at the June VLSI Symposium, with the first Panther Lake CPUs expected by late 2025. TSMC and Samsung target 2 nm mass production in late 2025 or early 2026. Micron announced a $200 billion US memory investment, backed by $275 million in CHIPS Act grants.
1 July 2025
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Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

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 forecasting $705 billion for 2025. Data-center AI chip sales rose to $112 billion, now the second-largest segment after smartphones. Memory revenue surged 72% and made up about a quarter of the market. Government subsidies for the sector will top $250 billion by 2025.
27 June 2025
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100 Semiconductor Giants Powering the Modern World

100 Semiconductor Giants Powering the Modern World

Samsung Electronics regained the top spot in global semiconductor revenue in 2024 at $66.5 billion. TSMC controls about 61% of foundry revenues, while NVIDIA leads fabless chip sales with $124.3 billion. ASML remains the sole supplier of EUV lithography machines. Synopsys and Cadence together hold 74% of the EDA market.
22 June 2025
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Stock Market Today

  • Vulcan Materials (VMC) Shares Show Slight Undervaluation After Recent Decline
    March 21, 2026, 9:21 PM EDT. Vulcan Materials (VMC) shares have dropped 2.6% in the past week and 13.7% over the last month, despite an 11.2% gain over one year and 59.0% over three years. The stock currently trades around $258.40, slightly below the intrinsic value of $270.72 estimated via a discounted cash flow (DCF) model, suggesting a modest 4.6% undervaluation. The company's price-to-earnings (P/E) ratio stands at 31.21, reflecting market expectations of growth and risk. Simply Wall St rates Vulcan Materials' value score at 2 out of 6, signaling some caution. Investors should watch for shifts in fundamentals or market conditions that could affect valuation.
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