Advanced Micro Devices, Inc. - Common Stock (AMD)

October 1, 2025 - Super Micro Computer, Inc. (NASDAQ: SMCI), widely recognized as Supermicro, stands at the epicenter of the artificial intelligence (AI) infrastructure revolution. This American information technology company, headquartered in San Jose, California, has strategically positioned itself as a critical enabler of next-generation AI deployments, offering high-performance, energy-efficient server and storage solutions. From [...]

Astera Labs (NASDAQ: ALAB), founded in 2017 and headquartered in Santa Clara, California, is a global semiconductor company specializing in purpose-built connectivity solutions for artificial intelligence (AI) and cloud infrastructure. The company designs, manufactures, and sells semiconductor-based products and software that address data, memory, and networking bottlenecks in modern data centers. Astera Labs' core business [...]

September 30, 2025 1. Introduction Taiwan Semiconductor Manufacturing Company (TSMC, NYSE: TSM) stands as an unparalleled titan in the global technology ecosystem. As the world's largest dedicated independent (or "pure-play") semiconductor foundry, TSMC doesn't design its own chips; instead, it meticulously manufactures the cutting-edge silicon that powers everything from the latest smartphones and artificial intelligence [...]

As of September 30, 2025, Advanced Micro Devices, Inc. (NASDAQ: AMD) stands as a pivotal player in the global semiconductor industry, deeply embedded in a wide array of technology sectors. The company's strategic focus on high-growth areas like Artificial Intelligence (AI) and data centers, coupled with its consistent product innovation, keeps it prominently in the [...]

The world is currently in the midst of an unprecedented technological phenomenon: the 'AI Chip Supercycle.' This isn't merely a fleeting market trend, but a profound paradigm shift driven by the insatiable demand for artificial intelligence capabilities across virtually every sector. The relentless pursuit of more powerful and efficient AI has ignited an explosive boom [...]

The artificial intelligence landscape is undergoing a profound transformation, moving decisively beyond the traditional reliance on general-purpose Central Processing Units (CPUs) and Graphics Processing Units (GPUs). This pivotal shift is driven by the escalating, almost insatiable demands for computational power, energy efficiency, and real-time processing required by increasingly complex and sophisticated AI models. As of [...]

Malaysia is strategically leveraging Technical and Vocational Education and Training (TVET) to cultivate a robust and skilled workforce, essential for driving its high-growth semiconductor and Artificial Intelligence (AI) industries. These concerted efforts are immediately significant, aiming to cement Malaysia's position as a regional technology hub and ensure sustainable economic competitiveness in the era of Industry [...]

In the relentless pursuit of smaller, faster, and more powerful microchips, an often-overlooked yet utterly indispensable technology lies at the heart of modern semiconductor manufacturing: the advanced mask writer. These sophisticated machines are the unsung heroes responsible for translating intricate chip designs into physical reality, etching the microscopic patterns onto photomasks that serve as the [...]

Google (NASDAQ: GOOGL) has ignited a new era in artificial intelligence hardware with the unveiling of its latest custom-designed AI chips in 2025: the Ironwood Tensor Processing Unit (TPU) for cloud AI workloads and the Tensor G5 for its flagship Pixel devices. These announcements, made at Cloud Next in April and the Made by Google [...]

The global semiconductor industry is currently experiencing a historic rally, with chipmaker stocks soaring to unprecedented valuations, largely propelled by an insatiable "AI frenzy." This frenetic bull run has seen the combined market capitalization of leading semiconductor companies surge by hundreds of billions of dollars, pushing tech stocks, particularly those of chip manufacturers, to all-time [...]

October 2, 2025 – Nvidia (NASDAQ: NVDA) CEO Jensen Huang is reportedly expressing growing frustration as a multi-billion dollar deal to supply advanced AI chips to the United Arab Emirates (UAE) remains stalled. The delay, attributed to national security concerns raised by the U.S. Commerce Secretary over alleged links between UAE entities and China, underscores [...]

Investor Chamath Palihapitiya praised President Donald Trump's recent deal with Intel Corp. (NASDAQ: INTC), calling it an "incredible" win for American taxpayers.

The global semiconductor industry is in the throes of an unprecedented "AI-driven supercycle," a transformative era fundamentally reshaped by the explosive growth of artificial intelligence. As of October 2025, this isn't merely a cyclical upturn but a structural shift, propelling the market towards a projected $1 trillion valuation by 2030, with AI chips alone expected [...]

CoreWeave just signed a $14 billion deal with Meta.

In an unprecedented shift reshaping global financial markets, investors are increasingly channeling capital into growth-oriented sectors, with a particular emphasis on technology and Artificial Intelligence (AI). As of late 2025, this trend signifies a profound belief in the transformative power and long-term potential of innovation, even amidst broader economic and

In October 2025, the global financial landscape is undeniably dominated by one force: Artificial Intelligence. AI's pervasive and accelerating influence has become the primary driver of market dynamics and investor sentiment, consistently overshadowing traditional economic anxieties such as government shutdowns or delays in economic data releases. This paradigm shift signifies

The global semiconductor landscape is undergoing a monumental transformation, shifting from a highly centralized model to a more diversified, regionalized ecosystem of innovation hubs. This decentralization, often dubbed the emergence of 'New Silicon Frontiers,' is driven by a complex interplay of geopolitical imperatives, national security concerns, economic development goals,

The global financial landscape is currently gripped by an unprecedented 'Global Chip War,' a fierce geopolitical and economic contest for supremacy in the semiconductor industry. At its core, this conflict is driven by the race for artificial intelligence (AI) dominance, with governments worldwide pouring massive investments into their domestic

October 2, 2025 – The technology sector delivered a powerful performance today, driving significant gains across the broader market and propelling both the S&P 500 (INDEXSP: .INX) and the Nasdaq Composite (INDEXNASDAQ: .IXIC) to fresh all-time record highs. This surge underscores a robust "risk-on" sentiment among investors, who are increasingly

The global semiconductor landscape is undergoing a profound transformation, shifting from a highly centralized model to a more diversified, regionalized ecosystem of innovation hubs. Driven by geopolitical imperatives, national security concerns, economic development goals, and the insatiable demand for advanced computing, nations worldwide are strategically cultivating specialized clusters of expertise, resources, and infrastructure. This distributed [...]

The semiconductor industry stands at a pivotal juncture, grappling with the fundamental limits of traditional transistor scaling that have long propelled technological progress under Moore's Law. As the physical and economic barriers to further miniaturization become increasingly formidable, a paradigm shift is underway, ushering in a revolutionary era for chip architecture. This transformation is not [...]

In an unprecedented global push, governments worldwide are unleashing a torrent of subsidies and incentives, channeling billions into their domestic semiconductor industries. This strategic pivot, driven by national security imperatives, economic resilience, and the relentless demand from the artificial intelligence (AI) sector, marks a profound reshaping of the global tech landscape. Nations are no longer [...]

The global semiconductor industry, the foundational bedrock of the artificial intelligence revolution, is currently embroiled in an intense and multifaceted struggle characterized by both cutthroat competition and strategic, often surprising, collaboration. As of late 2024 and early 2025, the insatiable demand for computational horsepower driven by generative AI, high-performance computing (HPC), and edge AI applications [...]

The global semiconductor industry finds itself at a fascinating crossroads, navigating the turbulent waters of global economic factors while simultaneously riding the unprecedented wave of artificial intelligence (AI) demand. While inflation, rising interest rates, and cautious consumer spending have cast shadows over traditional electronics markets, the insatiable appetite for AI-specific chips is igniting a new [...]

The relentless march of technological progress, long epitomized by Moore's Law, is confronting its most formidable adversaries yet within the semiconductor industry. As the world demands ever faster, more powerful, and increasingly efficient electronic devices, the foundational research and development efforts are grappling with profound challenges: the intricate art of miniaturization, the critical imperative for [...]