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Semiconductors 26 August 2025 - 5 October 2025

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
AI Frenzy Adds $200 Billion to Chip Stocks – Nvidia, AMD Soar on Record Rally

AI Frenzy Adds $200 Billion to Chip Stocks – Nvidia, AMD Soar on Record 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 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 propelling markets.
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?

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 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.
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?

On Sept 29 2025 ACM Research announced that its backlog reached RMB 9.07 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.
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 chip companies do it the other way: build the silicon, and then build the software on top... We decided… that we should first look at software” reuters.com.
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

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 and net profit of ₹16 crore 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 at end-June 2025, and by early September had amassed 1,525,000 shares Tradebrains. Business Standard reports that by early August he already held ~11.7% of ASM Business Standard. Agrawal’s buying coincided with an almost 200% rally in the stock over five months Business Standard, suggesting strong confidence.
28 September 2025
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Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Nvidia still commands the AI-accelerator market, but the demand curve is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to $100B in OpenAI, delivering systems beginning in late 2026 to help build ≥10 GW of capacity. Reuters framed it as a tie-up that “intensifies the AI datacenter race.” Reuters
27 September 2025
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Intel’s Bold Gamble: Wooing Apple to Rescue Its Chip Foundry Comeback

Intel’s Bold Gamble: Wooing Apple to Rescue Its Chip Foundry Comeback

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. 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.
25 September 2025
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Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook

Micron Technology’s 2025 AI-Fueled Boom: Record Sales, Surging Stock, and Bold Outlook

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 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 and PCs to cloud servers and automobiles – and are especially critical in AI and other compute-intensive applications reuters.com.
24 September 2025
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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’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 – 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 Benzinga, and about 59% in the past 12 months Ainvest.
23 September 2025
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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

Both stocks have given investors a positive ride in 2025, but Intel’s run has been notably explosive. As of Q3 2025, Intel 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 has seen a steadier climb – the stock is up roughly 13% year-to-date as of mid-September benzinga.com. Over the past 12 months, TSMC is up a hefty ~42% benzinga.com, but in 2025 its gains have been more measured.
23 September 2025
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Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

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 global rivals reuters.com.
18 September 2025
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Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

Nvidia’s $5 Billion Intel Bet Shakes Up the Chip Industry in Surprise Alliance

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 customers. The U.S. government even stepped in, converting about $11 billion of grants into a 9.9% stake in Intel to prop it up reuters.com. Into this scenario steps Nvidia with a massive cash infusion – a private-sector lifeline that instantly makes Nvidia one of Intel’s top shareholders reuters.com.
18 September 2025
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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 announcement marks a major milestone: its first flagship chip built on TSMC’s new 2nm process has been successfully taped out 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.
16 September 2025
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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 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:
16 September 2025
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Chips Meet Models: Why ASML Wants a Piece of Mistral

Chips Meet Models: Why ASML Wants a Piece of Mistral

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 Reuters. The deal catapults Mistral’s valuation to €11.7 billion, making the two-year-old company the most valuable AI startup in Europe Reuters Reuters. This is more than just a cash infusion; ASML and Mistral inked a strategic collaboration agreement to work hand-in-hand over the long term Asml. It’s being hailed as a significant boost to Europe’s AI ambitions, uniting the continent’s foremost chipmaking player with one of its brightest AI prospects Reuters.
14 September 2025
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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

Chip designer Broadcom 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 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 chips from a new cloud client reuters.com.
5 September 2025
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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 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 – climbing above $4 trillion in value – and “jostling for the top spot” as the world’s most valuable company alongside Apple and Microsoft investopedia.com. This valuation milestone places NVIDIA in a rarefied club previously dominated by Big Tech’s household names.
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

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 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 functionality astutegroup.com astutegroup.com.
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)

Over August 25–26, 2025, a wave of global tech news made headlines – from surprising smartphone launches and semiconductor shake-ups to breakthroughs in space, green tech, cybersecurity, telecom, robotics, and biotech. Below is a comprehensive roundup of the top developments by sector, with key facts, context, and expert insights.
26 August 2025
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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