Today: 26 June 2026
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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

  • Ascendis Pharma Shares Rally 9.9% on Strong Earnings Outlook
    June 26, 2026, 12:33 PM EDT. Ascendis Pharma (ASND) shares surged 9.9% to $261.58 on strong volume, driven by optimism over its marketed drugs Skytrofa and Yorvipath for growth hormone deficiency and hypoparathyroidism. The company is expected to report quarterly earnings of $1.29 per share, up 238.7% year-over-year, with revenue forecasts nearly doubling to $355.73 million. Despite this, consensus earnings estimates have slightly declined over the last month, a trend that historically does not support sustained price gains. ASND holds a Zacks Rank #3 (Hold). The related biomedical sector company Gilead Sciences (GILD) saw a 1.1% drop amid sharply lowered earnings forecasts. Investors should monitor Ascendis Pharma closely for signs of continued strength amid mixed earnings revision trends.

Latest News

Ondas (NASDAQ:ONDS) shares up as Russell inclusion coincides with resale filing

Ondas (NASDAQ:ONDS) shares up as Russell inclusion coincides with resale filing

26 June 2026
Ondas shares jumped to $7.89 as the company joined the Russell 3000 index and filed to register 3.38 million acquisition-linked shares for resale, a move that adds saleable stock to the market but is limited by daily volume caps; the stock is up 21.5 cents on heavy volume, with index reconstitution and share flow in focus.
Bradesco sees surge in trading as dividend hunt runs into credit worries

Bradesco sees surge in trading as dividend hunt runs into credit worries

26 June 2026
Banco Bradesco S.A. (BVMF:BBDC4) surged 2.44% to R$18.05 on Friday with trading volume 25% above average, as investors chased a June interim interest on equity payout worth about 1.9% of the share price—18 times the regular monthly payout—while the stock remains 17% below its 52-week high.
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