Today: 13 May 2026
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Semiconductors 22 June 2025 - 28 July 2025

Batteries That Fix Themselves, Space Showdowns & a $12,000 Superchip – Tech Roundup (July 27–28, 2025)

Batteries That Fix Themselves, Space Showdowns & a $12,000 Superchip – Tech Roundup (July 27–28, 2025)

AMD launched the Ryzen Threadripper Pro 9995WX workstation CPU with 96 cores for $11,699, claiming the world’s fastest title. Samsung’s 61.44 TB PCIe Gen5 SSD, the largest enterprise drive to date, went on sale for $5,593. SpaceX completed two Falcon 9 Starlink launches in 24 hours, raising its active fleet above 8,000 satellites. Europe’s Vega-C rocket returned to flight July 25, carrying five satellites from Kourou.
28 July 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix posted record Q2 results, with operating income up 69% to ₩9.2 trillion and revenue up 35% to ₩22.2 trillion, overtaking Samsung as the world’s top memory chipmaker on HBM demand. Intel is shifting from the 18A to 14A process under new CEO Lip-Bu Tan and is expected to post its sixth straight quarterly net loss. Nvidia’s H20 AI chip sales to China resumed after U.S. approval, boosting TSMC demand.
24 July 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia’s $4 Trillion Breakthrough: NVDA Surges on China Chip Deal – What Experts Are Saying

Nvidia closed above a $4 trillion market cap for the first time on July 11, 2025. Shares fell 0.5% to $164.07 on July 14, then jumped over 5% pre-market July 15 after the U.S. approved export licenses for its H20 AI chips to China. CEO Jensen Huang sold 225,000 shares for $36 million earlier in July. Nvidia now represents about 7.5% of the S&P 500.
15 July 2025
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Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s Blockbuster July 2025: $4 Trillion Milestone, New Chips, and Global AI Power Plays

Nvidia’s market value briefly touched $4 trillion on July 9, 2025, with shares peaking at $164.42 before closing at a $3.97 trillion cap. The company projected $45 billion in Q2 FY2026 revenue and launched the GeForce RTX 5050 GPU, starting at $249. Nvidia announced new AI systems and cloud services, while facing US export controls and legal scrutiny over patents and data use.
14 July 2025
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Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal Devices launched the MS4022 RF synthesizer on June 16, generating 675 MHz–22 GHz with 25 fs RMS phase jitter. Falcomm and GlobalFoundries reported 50% PAE in a 13 GHz CMOS power amp. 3GPP finalized Release 20 for early 6G research on June 18. The U.S. lifted EDA tool export restrictions for China on July 3, restoring access to Synopsys, Cadence, and Siemens.
9 July 2025
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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

  • Analog Devices (ADI) Stock Valuation Assessment Amid Strong Price Gains
    May 13, 2026, 2:53 PM EDT. Analog Devices (ADI) stock has surged nearly 20% in the past 30 days and delivered an 87.95% total shareholder return over one year, drawing investor attention. The stock trades at $419.65, about 6.8% above its modeled fair value of $392.94, indicating potential overvaluation. Drivers include growth from robotics and automation expanding ADI's addressable market and boosting revenue. However, risks remain from increased competition in China and rising manufacturing and R&D costs that could pressure margins. Investors should weigh ADI's growth potential against these challenges when considering inclusion in portfolios.

Latest articles

Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

13 May 2026
Palantir shares fell 4.4% to $129.97 Wednesday as CEO Alex Karp met President Volodymyr Zelenskiy in Kyiv to discuss expanding AI use in Ukraine’s war effort. Kyiv’s Brave1 Dataroom project, launched with Palantir, is training AI models to intercept Russian drones. Russia fired at least 800 drones at Ukraine on Wednesday, killing six. Palantir’s U.S. government and commercial revenue surged in the first quarter.
Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat

Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat

13 May 2026
Grab shares fell 1.1% to $3.60 in New York after first-quarter revenue beat estimates, rising 24% to $955 million. Profit jumped to $120 million from $10 million a year earlier. Investors weighed strong results against Indonesia’s new 8% ride-hailing commission cap. Grab kept its 2026 revenue and adjusted EBITDA outlook unchanged.
SoFi Bought a Key IPO Access Tool. The Stock Is Still Telling a More Cautious Story

SoFi Bought a Key IPO Access Tool. The Stock Is Still Telling a More Cautious Story

13 May 2026
SoFi acquired PrimaryBid’s technology to expand IPO access for retail investors, confirmed by both companies. SoFi shares fell 2.9% to $15.44 after Truist cut its price target, citing concerns over loan and technology platforms. The acquisition follows a drop in technology-platform accounts and comes as SoFi reported strong first-quarter revenue and member growth. Terms of the deal were not disclosed.

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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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