Semiconductors News 8 October 2025

AI Chip Wars Explode: OpenAI’s $1 Trillion Frenzy Ignites Nvidia, AMD, Oracle Race

With headlines, chart-topping stock moves and even presidential interest (“AI infrastructure is economy of the future” reuters.com), this mad dash for AI chips has become must-see drama on Wall Street and Silicon Valley alike. Inside the Megadeals: OpenAI’s recent partnership

15 October 2025

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

Astera Labs (ALAB) Stock Skyrockets on AI Boom – Nvidia & AMD Partnerships Fuel Frenzy

Stock Rally & Market Sentiment Astera Labs has emerged as a hot AI infrastructure stock in 2025. After its mid-2023 IPO at ~$36, ALAB surged through 2024 and 2025, briefly topping $262 (Sept 18, 2025) before a broader tech sell-off

14 October 2025

Artificial Intelligence · Investing · Semiconductors · Stock Market · Technology News

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Apple bloomberg.com reuters.com. Q3 sales (~$32.5B) beat estimates,

14 October 2025

Artificial Intelligence · Earnings Reports · NYSE:TSM · Semiconductors · Stock Market · Technology News

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

Navitas Soars on Nvidia Collaboration On Oct. 13, 2025 Navitas Semiconductor announced it had “developed advanced 800 VDC GaN and SiC power devices” for NVIDIA’s forthcoming AI data center architecture navitassemi.com. The market reacted immediately. NVTS stock closed ~21% higher

14 October 2025

Artificial Intelligence · Investment · NASDAQ:NVDA · NASDAQ:NVTS · Semiconductors · Stock Market · Technology News

Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

In-Depth Analysis: Navitas Semiconductor (NVTS) is a fabless chipmaker (founded 2014) specializing in wide-bandgap power electronics. It pioneered “GaNFast” ICs that monolithically integrate GaN transistors with control circuits ts2.tech. These allow much smaller, more efficient power supplies (e.g. fast chargers)

14 October 2025

AI Technology · Investment Insights · NASDAQ:NVTS · NVIDIA · Semiconductors · Stock Market News

Broadcom’s AI Windfall: Inside AVGO’s Trillion-Dollar Surge, $10B Chip Deal & 2025 Outlook

Broadcom’s Financial Performance and Stock Trajectory Broadcom’s stock has been on a meteoric rise in 2023–2025, riding the twin waves of AI chip euphoria and strategic acquisitions. Even after the recent market volatility, AVGO is up dramatically year-to-date and over

11 October 2025

Artificial Intelligence · Corporate Earnings · NASDAQ:AVGO · Semiconductors · Stock Market · Technology Trends

TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC Stock Soars on AI Boom TSMC (Taiwan Semiconductor Manufacturing Co.) is riding a wave of investor enthusiasm as of October 2025. Its Taipei-listed shares hit record highs this month – reaching NT$1,370 on Oct 2 (about $43 USD per

11 October 2025

Artificial Intelligence · Investment Analysis · NYSE:TSM · Semiconductors · Stock Market · Technology Trends

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Company Background and Business Model Navitas Semiconductor is a fabless semiconductor company founded in 2014 that specializes in next-generation power electronics. It pioneered the integration of gallium nitride (GaN) transistors with drive, control, sensing, and protection circuits into single “GaNFast” power ICs navitassemi.com. These GaN power

10 October 2025

Artificial Intelligence · Investment Analysis · NASDAQ:NVTS · Semiconductors · Stock Market · Technology Trends

Nvidia’s $4 Trillion Juggernaut vs AMD’s OpenAI Jackpot – Inside 2025’s Epic AI Stock Showdown

Stock Performance & Financial Snapshot (YTD 2025) After a turbulent 2024, both Nvidia and AMD have staged massive rallies in 2025 amid the AI frenzy. Nvidia’s share price has climbed roughly 30% year-to-date (on top of a 171% surge in 2024) ts2.tech, while AMD’s

10 October 2025

AI Stocks · Investing · Market Trends · NASDAQ:AMD · NASDAQ:NVDA · Semiconductors · Technology

Intel Stock Surges 80% on AI Chip Hype – Can $INTC Keep Flying?

Sources: Latest Intel news and filings, financial data, and analyst reports as of Oct 10, 2025 techi.com investopedia.com marketbeat.com ts2.tech reuters.com reuters.com nvidianews.nvidia.com reuters.com. All information is drawn from publicly available financial and tech media.

10 October 2025

Artificial Intelligence · Investing · NASDAQ:INTC · Semiconductors · Stock Market · Technology

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

8 October 2025

Artificial Intelligence · Business Deals · Investment · Semiconductors · Technology News

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

8 October 2025

Artificial Intelligence · Investing · NASDAQ:SMTC · Semiconductors · Startups · Technology

Semiconductors News 8 October 2025 - 15 October 2025