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Semiconductors News 28 September 2025 - 10 October 2025

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

OpenAI’s AMD Mega-Deal Sparks an AI “Mega-Blob” – 6GW of Chips, a 10% Stake, and a $100B Bet

A $100 Billion+ Chip Deal: OpenAI’s Bet on 6 GW of AMD GPUs OpenAI’s new partnership with AMD, announced on October 6, 2025, is staggering in scope – even by the outsized standards of the AI industry. OpenAI will buy up to 6 gigawatts of AMD’s Instinct data center GPUs over the next several years ts2.tech. To put that in perspective, 6 GW of computing is on the order of hundreds of thousands of high-end chips, enough to fill multiple giant data centers devoted entirely to artificial intelligence workloads ts2.tech. Sam Altman, OpenAI’s CEO, said AMD will be a “core strategic compute partner” providing the massive
8 October 2025
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Mystery $75M Bet Propels POET Technologies – Tiny Optical Chipmaker Rides AI Gold Rush

Mystery $75M Bet Propels POET Technologies – Tiny Optical Chipmaker Rides AI Gold Rush

$75 Million Infusion Fuels AI Connectivity Expansion POET’s $75 million capital raise – a non-brokered private placement of ~13.64 million shares (with warrants) – marks a major vote of confidence in the company’s technology ts2.tech. “This is the largest single investment in POET’s history,” noted CEO Dr. Suresh Venkatesan, adding it boosts POET’s balance sheet to $150 M+ cash and no debt ts2.tech ts2.tech. The deal was funded by a single institutional backer (whose identity was not disclosed), sparking speculation of a potential strategic partner behind the scenes ts2.tech. With this hefty war chest, management plans to “scale up [POET’s] growth ambitions in the
8 October 2025
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AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

AAOI Soars in the Race for the AI‑Powered 800 Gbit Data Center: Can Applied Optoelectronics Keep Up?

Stock Performance & Technical Picture Applied Optoelectronics’ share price has been on a roller‑coaster ride in 2025. After rocketing from below US$10 early in the year to a high above US$44.50, the stock pulled back to the US$27–33 range by early October. The company’s beta of 2.91 and a one‑year return of 115.6 %, far exceeding the 17.3 % return of the S&P 500, underline both the stock’s explosive gains and elevated volatility Yahoo. Five‑year returns, however, are a more modest 195.7 % versus the index’s 100.8 % Yahoo, reflecting earlier under‑performance. Technical indicators reveal a mixed picture. AOI trades above its 50‑day and 200‑day moving
6 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s Massive OpenAI Deal Shakes Up the AI Chip Race

The 6-Gigawatt AI Chip Deal: Inside the AMD–OpenAI Alliance On October 6, 2025, OpenAI and AMD unveiled a blockbuster agreement that instantly reshaped the AI hardware landscape. OpenAI committed to purchase 6 gigawatts of AMD’s AI accelerators over multiple chip generationsir.amd.comreuters.com. For perspective, six gigawatts of computing is roughly the output of three Hoover Dams or the electricity used by 5 million U.S. householdsreuters.com. It reflects the sheer scale of compute that OpenAI believes it will need for training future models and serving users. Under the deal, AMD will begin supplying its forthcoming Instinct MI450 GPUs to OpenAI’s data centers starting in the
6 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks. Stock Performance around 6 October 2025 TSMC’s shares rallied sharply in late September. On 2 October 2025, the Taipei‑listed stock set an intraday record of NT$1 ,370 and closed at NT$1 ,365 after a 3.29 % surge in U.S.‑listed sharestaiwannews.com.tw. The gains lifted the company’s market capitalization
6 October 2025
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Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Nvidia’s Meteoric October: $4 Trillion Milestone, Mega AI Deals, and Unstoppable Momentum

Soaring Financials and a $4 Trillion Valuation Nvidia entered October 2025 riding an extraordinary financial high. The company’s Q2 FY2026 earnings (for the quarter ended July 27, 2025) showcased staggering growth: $46.7 billion in quarterly revenue – up 56% year-over-yearnvidianews.nvidia.com – with data center AI chip sales accounting for the vast majority ( ~$41B ). This marked one of the largest year-over-year quarterly jumps ever seen in the semiconductor industry, underscoring insatiable demand for Nvidia’s GPUs as the backbone of modern AI computing. “Blackwell is the AI platform the world has been waiting for, delivering an exceptional generational leap… demand
5 October 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Frenzy Adds $200 Billion to Chip Stocks – Nvidia, AMD Soar on Record Rally

AI Hype Reignites Chip Rally After a brief lull in sentiment, enthusiasm about artificial intelligence came roaring back in early October 2025 – sparking a record-setting rally in semiconductor stocks. Globally, chipmakers added over $200 billion in combined market value within days as investors piled into the sector on fresh AI optimismelectronicsforyou.biz. NVIDIA looked set to power higher, and fellow AI-exposed names like Advanced Micro Devices (AMD) and Broadcom were also climbing amid renewed spending excitement driven by OpenAIitiger.com. This marked one of the biggest tech stock booms since the initial ChatGPT craze, reaffirming that AI remains the key narrative
5 October 2025
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Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Astera Labs Stock Soars on AI Momentum: Is This High-Flying Chip Innovator Still a Buy in 2025?

Key Facts at a Glance Company Background and Business Model Astera Labs is a Santa Clara‑based fabless semiconductor company founded in 2017. It designs and sells mixed‑signal connectivity solutions for cloud and artificial‑intelligence (AI) infrastructure. The company’s Intelligent Connectivity Platform combines silicon products—such as PCIe/CXL smart retimers, Ethernet cable modules, CXL memory controllers and smart fabric switches—with its COSMOS software suite to provide end‑to‑end connectivity and system management aaii.com. Revenue predominantly comes from this platform, which is sold to hyperscale data‑centre operators and server OEMs markets.financialcontent.com. Astera operates a fabless business model, outsourcing manufacturing while focusing on design and system integration.
2 October 2025
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ACM Research (ACMR) at October 1 2025: Surging Backlog, Index Inclusion and a Market Shake‑up—What’s Next for the Semiconductor Equipment Innovator?

ACM Research (ACMR) at October 1 2025: Surging Backlog, Index Inclusion and a Market Shake‑up—What’s Next for the Semiconductor Equipment Innovator?

October 1 2025 snapshot, updated: 3:00 PM EDT Latest News and Developments Surge in Backlog & Strong Demand On Sept 29 2025 ACM Research (Shanghai) announced that its backlog reached RMB 9.07 billion (US$1.27 billion), representing a 34.1 % increase from a year earlier nasdaq.com. Backlog comprises shipped tools that have not yet met revenue‑recognition criteria and orders scheduled for future delivery. The surge underscores continued strong demand from Chinese semiconductor fabs and suggests revenue visibility well into 2026. Capital Raise & Dilution In August 2025 ACM Research (Shanghai) completed a private offering of 38.6 million ordinary shares at ¥116.11 per share, raising net proceeds of ¥4.4 billion (~US$624 million) stocktitan.net. The
1 October 2025
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Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s $2B AI Chip Bet: Acquiring Rivos to Challenge Nvidia’s Dominance?

Meta’s move to acquire Rivos comes amid a major push by Big Tech to own the chips that power AI. The Santa Clara–based startup Rivos is a “stealth” AI-chip developer whose founders include former Apple and AMD engineers reuters.com waldencatalyst.com. Rivos’ CEO Puneet Kumar explains the company’s strategy: by targeting smaller installations, Rivos can offer cost-effective AI chips “where Nvidia might seem like an overkill from a cost perspective,” providing a solution “that works well enough and can compete quite well” waldencatalyst.com. In practice, Rivos is designing its chip around software for large-scale AI models. As Kumar told Reuters, “usually
30 September 2025
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Stock Market Sizzle: Mukul Agrawal’s Semiconductor Coup, PTC India Promoter Drama, and Morgan Stanley’s ₹201Cr Shopping Spree

Stock Market Sizzle: Mukul Agrawal’s Semiconductor Coup, PTC India Promoter Drama, and Morgan Stanley’s ₹201Cr Shopping Spree

Mukul Agrawal’s Bet on ASM Technologies ASM Technologies Ltd – an Indian engineering services and design-led manufacturing firm – has been a hot stock this year. The company reported Q1FY26 revenues of ₹123 crore (up 132% YoY) and net profit of ₹16 crore (up 433%) Tradebrains, beating expectations. Investors have taken note: Mukul Mahavir Agrawal, a well-known corporate investor, more than doubled his stake in ASM during recent quarters. He held 762,500 shares (6.48%) at end-June 2025, and by early September had amassed 1,525,000 shares (10.86%) Tradebrains. Business Standard reports that by early August he already held ~11.7% of ASM
28 September 2025
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Stock Market Today

SGX share price dips at week’s end after record profit; what investors watch next

SGX share price dips at week’s end after record profit; what investors watch next

7 February 2026
Singapore Exchange shares closed 0.4% lower at S$17.57 on Friday, despite reporting record half-year results and a higher dividend earlier in the week. Broker targets diverged after the update, with Maybank and DBS raising targets while Citi stayed bearish. Investors are watching for signs of momentum from derivatives and equity-market reforms as the next session opens Monday.
South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
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