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Semiconductors News 14 July 2025 - 4 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

Key Facts Company (Ticker) Market Cap (Sept 2025) TTM Revenue TTM Net Income 1‑Year Stock Return NVIDIA (NVDA) $4.23 trillion investopedia.com $165.2 billion investopedia.com $86.6 billion investopedia.com +48% investopedia.com Microsoft (MSFT) $3.77 trillion investopedia.com $281.7 billion investopedia.com $101.8 billion investopedia.com +26% investopedia.com Apple (AAPL) $3.45 trillion investopedia.com $408.6 billion investopedia.com $99.3 billion investopedia.com +32% investopedia.com NVIDIA’s Stock Soars to Trillion-Dollar Heights NVIDIA’s stock market performance over the past two years has been nothing short of historic. Buoyed by insatiable demand for AI technology, NVIDIA became the fastest-growing large-cap stock and saw its market capitalization breach the trillion-dollar threshold in 2023. Now, in late 2025, it has gone even further –
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

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
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)

Google unveiled its Pixel 10 lineup in New York, with the base Pixel 10 at $799 and the Pixel 10 Pro at $1,799, adding a telephoto camera to the base model. The U.S. government announced a 9.9% equity stake in Intel worth about $8.9–$10 billion by converting CHIPS Act subsidies into stock. SpaceX launched CRS-33 to the ISS on Aug 24, 2025, from Cape Canaveral at 2:45 AM ET; the Falcon 9 booster landed on a drone ship for its 7th reuse and the Dragon capsule docked on Aug 25, as SpaceX reached 100 launches in 2025 by mid-August. NASA
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 slid nearly 0.7% mid-week while the S&P 500 tech sector fell about 2.5% as investors rotated out of AI-fueled gains. Nvidia became the first-ever $4 trillion U.S. company last month, underscoring its central role in the AI rally. Analysts forecast Nvidia’s fiscal Q2 EPS rising 48% on revenue of $45.9 billion. Options markets were bracing for roughly a 6% post-earnings swing in Nvidia’s stock due to its outsized index impact. Nvidia’s revenue-sharing deal with Washington directs 15% of its China sales to the U.S. Treasury as part of export controls. The U.S. government announced a deal to buy
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 unveiled the Pixel 10 lineup in New York, with the base Pixel 10 starting at $799 and including a telephoto lens, while the Pixel 10 Pro foldable tops the line at $1,799 and prices were kept steady despite tariff concerns. Spotify plans to raise Premium to €11.99 in many markets starting next month as it targets 1 billion users and rolls out new features. The FTC warned Apple, Meta and X in an open letter that complying with Europe’s DSA or the UK Online Safety Act could erode American data privacy or free speech, signaling possible enforcement. DaVita’s July
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)

Semiconductors & Hardware Cybersecurity Consumer Electronics & Media Space Technology Telecom & Connectivity Automotive Tech Biotechnology & Health Tech Sources: Key information and quotes in this report are drawn from Reuters, Spaceflight Now, SC Media, Vice, and official company releases reuters.com reuters.com spaceflightnow.com scworld.com reuters.com reuters.com reuters.com spaceflightnow.com reuters.com reuters.com ts2.tech, among others. All developments are current as of August 23, 2025.
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)

Consumer Electronics & Hardware Cybersecurity Semiconductors Telecom Space Tech Automotive Tech Sources: TechCrunch techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com techcrunch.com; Kodak techcrunch.com kodak.com; TechCrunch techcrunch.com theguardian.com; The Guardian theguardian.com theguardian.com; Reuters reuters.com reuters.com reuters.com; Bank Info Security bankinfosecurity.com bankinfosecurity.com bankinfosecurity.com; Space.com space.com space.com; GM Press Release news.gm.com news.gm.com.
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)

Research Breakthroughs & New AI Technologies Business & Industry Updates Policy, Regulation & Geopolitical Developments Ethical Debates & Public Response New Consumer & Enterprise AI Tools Sources: The Guardian theguardian.com theguardian.com; Reuters reuters.com reuters.com; Associated Press apnews.com apnews.com; Reuters reuters.com reuters.com; WashingtonExec washingtonexec.com washingtonexec.com; Reuters reuters.com reuters.com; Reuters reuters.com reuters.com; Reuters reuters.com reuters.com; The Guardian theguardian.com theguardian.com; Axios axios.com axios.com; The Verge theverge.com theverge.com; MarketingProfs (AI Update) marketingprofs.com marketingprofs.com.
10 August 2025
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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’s Ryzen Threadripper Pro 9995WX workstation processor launched at $11,699 and features 96 cores, 192 threads, a Zen 5 design, and up to 5.4GHz, claiming the title of the world’s fastest CPU. Samsung’s 61.44 TB PCIe Gen5 SSD, the largest enterprise drive to date, went on sale for $5,593 (~$0.09/GB) and delivers 14.2 GB/s read and 2.1 GB/s write speeds using QLC flash. The FOSSiBOT F107 Pro rugged phone adds “Starlight Night Vision” capable of color photography at 0.0005 lux, powered by a 28,000 mAh battery and MIL-STD-810H durability. A GoPro Max 2 prototype leaked showing a 360° camera with
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 plans to double its sales of high-bandwidth memory chips this year to meet surging AI demand and will boost CAPEX, especially for HBM production. Intel’s new CEO Lip-Bu Tan is shifting from the 18A process to the 14A process to make Intel Foundry Services more competitive and catch up to TSMC. Nvidia’s high-end H20 AI chips sales to China were allowed to resume by the U.S. government, a win that bolsters demand for TSMC’s most advanced manufacturing lines. SK Hynix posted a record Q2 with operating income up 69% to ₩9.2 trillion ($6.7 billion) and revenue up 35%
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

On July 11, 2025, Nvidia closed above a $4 trillion market cap, the first company ever to do so. On July 14, 2025, Nvidia closed at $164.07, down 0.5%, after trading between $162.02 and $165.49 intraday. Nvidia was up about 22% year-to-date and 27% year-over-year as of July 14–15, 2025. On July 15, 2025, Nvidia surged over 5% in pre-market trading to around $172 after news the U.S. would allow export licenses for its H20 AI GPUs to China. At a $4 trillion valuation, Nvidia accounts for roughly 7.5% of the entire S&P 500 by itself. Nvidia unveiled a China-tailored
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 briefly reached a $4 trillion market value in July 2025, with shares peaking at $164.42 on July 9 and closing that day at about a $3.97 trillion market cap. Nvidia guided about $45 billion in quarterly revenue for Q2 FY2026 (the quarter ending July). Nvidia unveiled the GeForce RTX 5050 desktop GPU with the Blackwell architecture, 2,560 CUDA cores and 8GB GDDR6, starting at $249 and delivering roughly 60% higher traditional graphics performance and up to 4× faster ray tracing with DLSS 4 AI upscaling. GeForce RTX 5050 Laptop GPUs began shipping in early July, with notebooks starting at
14 July 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:44 AM EST Tech Wreck Signals Market Reset February 7, 2026, 12:44 AM EST. The recent **tech sector sell-off** marks a significant **market reset**. Investors are reevaluating growth expectations amid rising interest rates and economic uncertainty. The sharp decline in major technology stocks has dragged broader indexes lower, reflecting a shift from speculative gains to cautious positioning. Analysts suggest this could realign valuations with fundamental earnings and signal a more selective investment environment ahead. Market participants are watching closely as volatility increases and liquidity conditions tighten. ARC Resources
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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