Today: 13 May 2026
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Semiconductors 10 August 2025 - 27 September 2025

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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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

Broadcom shares rose 4% after announcing a $10 billion custom-chip order and strong AI chip demand, while CEO Hock Tan committed to five more years. Salesforce stock fell 8% on weak revenue guidance despite AI investments. Atlassian agreed to buy The Browser Company for $610 million; its shares slipped 2%. C3.ai plunged 14% after missing estimates, withdrawing guidance, and replacing its CEO.
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

NVIDIA’s market value topped $4 trillion in early September 2025, surpassing Apple and Microsoft to become the world’s most valuable tech company. The company reported $46.7 billion in Q2 sales, with 88% from AI data center chips, and now supplies 92% of data center GPUs used for AI. NVIDIA’s trailing 12-month revenue hit $165.2 billion, with net income at $86.6 billion.
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

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
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)

The U.S. government will take a 9.9% equity stake in Intel, valued at up to $10 billion, by converting CHIPS Act subsidies into stock. Google launched its Pixel 10 lineup in New York, with the base model at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base version. SpaceX completed its 100th launch of 2025 with CRS-33, docking Dragon at the ISS on August 25.
26 August 2025
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AI Stock Whiplash: Nvidia’s $4 Trillion Test, Intel’s Shocking Deal & a Global Tech Rollercoaster

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

Nasdaq Composite fell nearly 0.7% mid-week, with the S&P 500 tech sector down about 2.5% as investors rotated out of AI-driven stocks. Nvidia, now valued at $4 trillion, faces expectations of a 48% EPS jump on $45.9 billion revenue for fiscal Q2. Options markets anticipate a 6% post-earnings swing in Nvidia shares. The U.S. will buy a 9.9% Intel stake for $8.9 billion, funded by CHIPS Act grants.
25 August 2025
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Global Tech Tsunami: Gadget Surprises, Rocket Milestones & Chip Shake-Ups (Aug 24–25, 2025)

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

Google launched the Pixel 10 series in New York, pricing the base model at $799 with a telephoto lens and the foldable Pixel 10 Pro at $1,799, holding prices steady despite tariff concerns. Spotify will raise Premium to €11.99 in many markets next month. The FTC warned Apple, Meta, and X that following European or UK digital laws could threaten U.S. data privacy or free speech. DaVita’s July ransomware attack exposed 2.7 million patients’ data.
25 August 2025
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Global Tech Shake-Up: Space Force’s Secret Spaceplane, Telecom Megahack, and Chip Industry Bombshells (Aug 22–23, 2025)

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

The U.S. government will take a 10% equity stake in Intel, converting chip subsidies into ownership, President Trump announced. Nvidia halted H20 chip production for China after Beijing raised security concerns, while Baidu’s Kunlunxin secured $139 million in AI chip orders from China Mobile. A ransomware attack on Orange exposed data of 850,000 customers. DaVita reported a breach affecting 2.7 million U.S. patients.
23 August 2025
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Global Tech Roundup (Non‑AI): Record EV Feats, Cyber Sabotage, and High‑Stakes Chip Moves (Aug 14–15, 2025)

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

Google will unveil the Pixel 10 series on August 20, featuring Gemini AI integration, an AI “Camera Coach,” and a telephoto lens on the standard model. Apple’s iPhone 17 lineup is expected September 9, with a redesigned base model, 120 Hz display, and a possible ultra-thin “Air” version. Kodak denied shutdown rumors after its earnings report raised debt concerns, stating it has no plans to cease operations.
15 August 2025
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AI’s Explosive Weekend: GPT‑5 Debuts, Chip War Escalates, and ‘Deathbots’ Rise (Aug 9–10, 2025)

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

OpenAI released GPT-5, now available to free ChatGPT users and integrated into Microsoft Copilot, with experts noting modest benchmark gains but major underlying changes. NASA and Google announced an AI medical assistant for deep-space missions, showing strong diagnostic accuracy in early trials. OpenAI also launched two open-source language models that can run locally on consumer hardware.
10 August 2025
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Stock Market Today

  • SoFi Acquires PrimaryBid IPO Tool Amid Mixed Market Reactions
    May 13, 2026, 4:30 PM EDT. SoFi Technologies acquired PrimaryBid's IPO allocation technology to boost its presence in capital markets for retail investors. Despite this strategic move, shares fell 2.9% to $15.44 after Truist cut the price target from $20 to $17, citing concerns in both loan and technology segments. The acquisition ends PrimaryBid's run as an independent fintech and marks SoFi's deeper push into IPO access, where competitors like Robinhood also operate. SoFi posted strong Q1 results with a 43% revenue jump to $1.10 billion and increased members by 35%, yet a 16% fall in technology platform accounts and cautious Q2 revenue guidance suggest challenges ahead. Investors remain wary amid persistent rate pressures impacting consumer lenders.

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Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

13 May 2026
Applied Optoelectronics shares surged 21% Wednesday, trading at $227.05 after strong demand from AI data centers pushed first-quarter data-center revenue to $81.4 million, up from $32 million a year ago. CFO Stefan Murry said supply remains the main constraint, with demand expected to outpace output through mid-2027. AOI shipped its first volume 800G products to a hyperscale customer. The company posted a first-quarter net loss of $14.3 million.
Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

13 May 2026
The Dow Jones Industrial Average fell 90.72 points to 49,669.84 on Wednesday, while the S&P 500 and Nasdaq rose, lifted by gains in chip and AI stocks. Producer prices jumped 1.4% in April, the largest monthly increase since March 2022. The Senate confirmed Kevin Warsh as Federal Reserve chair in a 54-45 vote. Prediction markets showed a 97% chance the Fed holds rates steady in June.
US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

13 May 2026
The S&P 500 closed at 7,444.14 and the Nasdaq at 26,404.74, both record highs, while the Dow slipped 0.13% to 49,693.63. April producer prices jumped 1.4%, the largest monthly rise since March 2022, pushing back Fed rate-cut expectations. Prediction markets now see a long pause in U.S. policy easing. Tech stocks, especially AI-linked shares, led gains despite the inflation surprise.

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Intuitive Machines Stock Jumps Before Earnings as Space Force Win Reframes the LUNR Debate

Intuitive Machines Stock Jumps Before Earnings as Space Force Win Reframes the LUNR Debate

13 May 2026
Intuitive Machines shares jumped 8.35% to $34.77 in premarket trading after the company announced selection for the U.S. Space Force’s Andromeda contract, which has a raised ceiling of over $6.2 billion. The move pushed LUNR above its 52-week high ahead of Thursday’s earnings. The Andromeda contract allows Intuitive Machines to compete for future task orders in space domain awareness.
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