Today: 15 June 2026
Browse Category

Semiconductors 15 August 2025 - 28 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
····
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
·····
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
···
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
··
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
····
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
······
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
···
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
··
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
···
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
······
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
··
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
···········
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
········
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
·········
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
···········
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
·······
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
·····
1 … 40 41 42 43

Stock Market Today

  • Pattern Group Shares Drop on Knox Lane Affiliate's Planned 8 Million Share Secondary Sale
    June 15, 2026, 1:46 PM EDT. Pattern Group Inc. shares dropped 11% to $18.61 after an affiliate of early backer Knox Lane LP announced plans to sell 8 million Series A shares in a secondary offering, with an option for 1.2 million more. The sale, managed by J.P. Morgan, Goldman Sachs and others, will not raise capital for the company. The seller, KL Pattern Holdings LP, will cut its stake from 18.2% to 13.0% or lower if the option is exercised. Pattern promotes its AI-powered ecommerce platform used by brands on marketplaces including Amazon and Walmart. The secondary shares represent about 5.2% to 5.9% of total Series A shares outstanding, responding to increased supply concerns among investors.

Latest articles

Pattern Group Slides as Knox Lane Affiliate Plans 8 Million Share Sale

Pattern Group Slides as Knox Lane Affiliate Plans 8 Million Share Sale

15 June 2026
Pattern Group shares plunged 11% to $18.61 after a Knox Lane-affiliated pre-IPO holder launched a secondary offering of 8 million Series A shares, with an option for 1.2 million more; Pattern will not receive proceeds, and the increased share supply weighed on investor sentiment.
Nasdaq Tech Stocks Climb, QQQ Gains After U.S.-Iran Deal Hopes

Nasdaq Tech Stocks Climb, QQQ Gains After U.S.-Iran Deal Hopes

15 June 2026
Invesco QQQ Trust surged 3.1% to $743.54 as a preliminary U.S.-Iran deal sent oil prices down 5%, easing inflation and rate-hike fears, and fueling a tech-led rally with chip stocks like Micron up 9.2% and Nvidia up 3%, while leveraged fund TQQQ soared 9.2%.
Accenture drops on Morgan Stanley downgrade tied to AI spending

Accenture drops on Morgan Stanley downgrade tied to AI spending

15 June 2026
Morgan Stanley downgraded Accenture to Equal Weight and slashed its price target to $177 from $240, citing weaker-than-expected IT services budget growth and AI spending pressure; Accenture shares recently traded near $169, down about 0.8%, after falling 43.9% over the past year as investors await clarity on AI-driven demand ahead of the June 18 earnings call.
Go toTop