Semiconductors News 24 September 2025

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

6 October 2025

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 generations ir.amd.com

6 October 2025

AI · Business · NASDAQ:AMD · NASDAQ:NVDA · OpenAI · Semiconductors · Technology News

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

6 October 2025

AI Technology · Future Trends · Geopolitics · Investments · Semiconductors

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-year

5 October 2025

AI Innovation · NASDAQ:NVDA · NVIDIA · Semiconductors · Stock Market · Tech Industry

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

5 October 2025

Artificial Intelligence · Investment · NASDAQ:AMD · NASDAQ:AVGO · NASDAQ:INTC · NASDAQ:NVDA · Semiconductors · Stock Market · Technology News

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

2 October 2025

AI Technology · Investment Insights · NASDAQ:ALAB · Semiconductors · Stock Market · Tech Stocks

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

1 October 2025

Company Analysis · Investment Insights · NASDAQ:ACMR · Semiconductors · Stock Market · Technology Trends

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.

30 September 2025

Artificial Intelligence · Business Strategy · Hardware Innovation · Semiconductors · Stock Market · Tech Industry

Luxury Boom vs. Fed Gloom: European Markets Whipsaw (Sept 23–24, 2025)

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

28 September 2025

Business News · Financial Analysis · Investing · Semiconductors · Stock Market

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

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

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference scale-out, and AI-enabled enterprise software) is so steep

27 September 2025

Artificial Intelligence · Future Trends · Market Competition · Semiconductors · Tech Industry

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

25 September 2025

Apple · Business · Innovation · Semiconductors · Technology

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

24 September 2025

Artificial Intelligence · Business Trends · NASDAQ:MU · Semiconductors · Stock Market · Technology News

Semiconductors News 24 September 2025 - 6 October 2025