Today: 12 November 2025
Subscribe
Browse Category

Semiconductors News 4 September 2025 - 25 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

<br> Intel Foundry Services (IFS) and the Turnaround Plan Intel Corporation – long synonymous with cutting-edge chips – has faced a harsh reality check in recent years. After falling behind in the race for smaller, faster processors and losing ground to fabless rivals, Intel launched a bold turnaround plan centered on Intel Foundry Services (IFS). Announced in 2021 under then-CEO Pat Gelsinger’s “IDM 2.0” strategy, IFS opened Intel’s manufacturing to outside customers for the first time reuters.com. The goal: leverage Intel’s factory network and process R&D to become a global contract chipmaker on par with TSMC and Samsung. Why a foundry
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

Full Overview of Micron Technology (MU) as of September 24, 2025 Company Overview: Memory Leader in a Booming Industry Micron Technology, based in Boise, Idaho, is one of the world’s leading semiconductor memory manufacturers. Founded in 1978, the company specializes in memory chips and storage solutions, offering a broad portfolio of products including DRAM (dynamic random-access memory) for working memory, NAND flash for data storage, and NOR flash for niche non-volatile uses reuters.com. These products are sold under Micron’s own name and its consumer brand Crucial reuters.com. Micron’s innovations enable the demanding memory needs of modern computing – from smartphones
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

Stock Price and Trend Analysis TSMC’s stock has been on a strong uptrend in 2025, fueled by the global semiconductor recovery and intense demand for AI chips. On September 23, 2025, TSM stock rallied sharply – up about 3.7% in a single session to ~$283 investing.com – following bullish news of a new collaboration and reaffirmed growth plans. This builds on an already positive trajectory: the share price has gained roughly 36% year-to-date (vs. mid-teens gains for major indices) benzinga.com, and about 59% in the past 12 months ainvest.com. Investors have been bidding up TSMC’s stock as signs mount of
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

2025 Year-to-Date Stock Performance Both stocks have given investors a positive ride in 2025, but Intel’s run has been notably explosive. As of Q3 2025, Intel (NASDAQ: INTC) shares have rallied roughly 45–50% since January tradingnews.com. Most of those gains came in a dramatic late-summer surge – in September 2025 Intel announced a landmark partnership with Nvidia, which sent the stock jumping over 30% in a single day ainvest.com ainvest.com. Intel hit a new 52-week high around $32 in mid-September, up about 83% from its 2025 low of ~$17 tradingnews.com. By contrast, TSMC (NYSE: TSM) has seen a steadier climb
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’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit in 2019 reuters.com reuters.com. The headline announcement: Huawei will rapidly iterate its Ascend AI chips and accompanying systems, doubling computing power every year in an aggressive cadence aimed at catching up to (and even surpassing) global rivals reuters.com. Central to
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

A Surprise Alliance to Revive an Icon Nvidia’s $5 billion wager on Intel marks a stunning alliance between longtime rivals. Nvidia – now the world’s most valuable chip company – built its fortune on graphics processors and AI accelerators, largely independent of Intel, the historic king of PC and server CPUs. Intel, for its part, had fallen on hard times due to technological missteps and fierce competition from Asia’s foundries and fabless competitors like AMD. By 2025, Intel was struggling to regain its former glory: its stock and market share had been eroded by manufacturing delays and the loss of key
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’s First 2nm Flagship SoC – A New Milestone MediaTek’s announcement marks a major milestone: its first flagship chip built on TSMC’s new 2nm process has been successfully taped out (design finalized) as of September 2025. This makes MediaTek one of the very first companies to adopt TSMC’s 2nm node, alongside industry giants. The chip is expected to enter volume production by late 2026, aligning with TSMC’s roadmap for 2nm mass production. According to MediaTek, the development highlights the company’s long-term partnership with TSMC and its ability to deploy bleeding-edge semiconductor technology across diverse applications. Notably, TSMC’s 2nm (N2) technology
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’s 2nm Chip Lineup for 2026 Apple is gearing up for a significant leap in its silicon roadmap in 2026, with four new chips based on TSMC’s 2-nanometer process technology. This represents the next step in Apple’s aggressive “tick-tock” chip evolution, coming on the heels of its 3nm-based A17 and M3 series. According to supply-chain reports, Apple has locked in roughly 50% of TSMC’s initial 2nm output to produce these chips wccftech.com, underscoring how crucial they are to Apple’s future products. Below is an overview of the expected 2nm Apple chips and their target devices: It’s clear Apple isn’t limiting
16 September 2025
 ·  ·  ·  · 
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia in China’s Crosshairs: Inside the High-Stakes Chip War Showdown

Background: Nvidia’s Role in AI and Chips A building at Nvidia’s headquarters. Nvidia is the world’s leading maker of advanced graphics processors and AI accelerator chips, which have become strategic assets in the global tech industry abc17news.com. Nvidia is a Silicon Valley-based semiconductor company renowned for its powerful graphics processing units (GPUs) – chips that excel at the parallel computations needed for video games and, crucially, artificial intelligence tasks. Over the past decade, Nvidia’s GPU technology has become the engine of the AI revolution, used to train sophisticated models in everything from self-driving cars to generative AI chatbots. This dominance
15 September 2025
 ·  ·  ·  ·  · 
Chips Meet Models: Why ASML Wants a Piece of Mistral

Chips Meet Models: Why ASML Wants a Piece of Mistral

ASML’s Strategic Partnership with Mistral AI and European Tech Sovereignty A Landmark Alliance for Europe’s Tech Ambitions In September 2025, ASML and Mistral AI announced a landmark partnership that immediately grabbed headlines across the tech world. ASML – the Dutch firm whose machines are indispensable for manufacturing advanced chips – revealed it will lead Mistral’s latest funding round with a €1.3 billion investment, securing about 11% ownership in the startup asml.com reuters.com. The deal catapults Mistral’s valuation to €11.7 billion, making the two-year-old company the most valuable AI startup in Europe reuters.com reuters.com. This is more than just a cash infusion; ASML
14 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

Key Takeaways Broadcom Rallies on AI Chip Windfall Chip designer Broadcom (AVGO) emerged as a major winner this week, riding the AI hardware boom to new heights. On Sept. 4, Broadcom reported robust earnings and signaled that demand for its AI-focused semiconductors is exceeding expectations. Third-quarter revenue came in at $15.95 billion (topping forecasts of $15.83 B) and the company issued an upbeat forecast for the current quarter: about $17.4 billion in Q4 revenue versus the $17.0 B consensus reuters.com. CEO Hock Tan told analysts that AI-related sales will “improve significantly” in fiscal 2026, after Broadcom secured over $10 billion in orders for AI infrastructure
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

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
 ·  ·  ·  ·  ·  ·  · 
1 … 3 4 5 6 7
Go toTop