semiconductor industry

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales

10 November 2025

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Key facts (Nov 5, 2025 and the last few days) What happened — and why it matters Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic

5 November 2025

Artificial Intelligence · China Technology · Global Trade · Market Analysis · Semiconductor Industry

AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts (as of Nov 5, 2025, UTC) What just happened—and why it matters Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism

5 November 2025

AI · Investing · Semiconductor Industry · Stock Market · Technology News

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

AI Accelerator Chip Gold Rush: Inside the Global Race for a $300B Market by 2030

The AI accelerator chips market is projected to exceed $360 billion by 2032, up from $28.5 billion in 2024, with about 37.4% CAGR. In 2024, GPUs accounted for about 35% of AI accelerator revenue, while custom AI ASICs were the

21 July 2025

Artificial Intelligence · Chips · Hardware · Market Analysis · NASDAQ:AMZN · NASDAQ:GOOGL · NASDAQ:NVDA · Technology