IBM (International Business Machines Corporation), often referred to as "Big Blue," is a multinational technology and consulting company with a history spanning over a century. As of October 4, 2025, IBM remains a significant player in the IT industry, known for its extensive portfolio encompassing software, IT services, consulting, and hardware. The company operates in [...]
Iris Energy Limited (NASDAQ: IREN), which rebranded as IREN Limited in November 2024, is a vertically integrated data center business with a significant presence in the cryptocurrency mining sector and a rapidly expanding focus on Artificial Intelligence (AI) cloud services. Headquartered in Sydney, Australia, the company was founded in 2018 and went public on the [...]
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 [...]
Jefferies analysts stated that the OpenAI deal altered AMD’s “AI narrative” and provided “strong validation” of its AI roadmap and the level of AI demand in general.
AMD CEO Lisa Su dismissed concerns of an AI investment bubble, saying the world is "thinking too small" about artificial intelligence as the chipmaker's landmark partnership with OpenAI — expected to generate tens of billions in revenue — sent shares surging nearly 24%.
The global economy is currently undergoing a profound transformation, driven by what analysts are calling the "AI Supercycle"—an unprecedented and sustained surge in demand for artificial intelligence capabilities. This powerful trend, actively shaping market dynamics in October 2025, is profoundly impacting the semiconductor industry and influencing global investment. A
Today, October 6, 2025, the financial markets are witnessing an extraordinary surge, with the Technology Sector leading the charge and propelling both the S&P 500 and Nasdaq Composite to unprecedented record highs. This remarkable performance is largely attributed to the robust gains in semiconductor and mega-cap technology stocks, underscoring
San Francisco, CA – October 6, 2025 – Advanced Micro Devices (NASDAQ: AMD) shares experienced an unprecedented surge today, propelling the semiconductor giant to record highs and injecting fresh momentum into the broader technology sector. The catalyst behind this dramatic ascent is a newly announced strategic multi-year, multi-generation partnership with artificial intelligence
In a move poised to reshape the landscape of artificial intelligence hardware, Meta Platforms (NASDAQ: META) is reportedly in advanced discussions to acquire Rivos, a promising AI chip startup. Emerging just days ago, around September 30, 2025, these rumors, initially reported by Bloomberg News and subsequently corroborated by other tech outlets, signal a pivotal moment [...]
SANTA CLARA, Calif. & SAN FRANCISCO, Calif. – October 6, 2025 – In a move set to redefine the competitive landscape of artificial intelligence, Advanced Micro Devices (NASDAQ: AMD) and OpenAI today announced a landmark multi-year strategic partnership. This monumental agreement will see OpenAI deploy up to six gigawatts (GW) of AMD's high-performance Instinct GPUs [...]
Shares of mobile app technology company AppLovin (NASDAQ:APP) fell 14% in the afternoon session after a report surfaced that the U.S. Securities and Exchange Commission (SEC) was investigating the company's data-collection practices.
Peoria, Arizona – October 6, 2025 – In a landmark announcement poised to reshape the global semiconductor landscape, Amkor Technology (NASDAQ: AMKR) today officially broke ground on its expanded, state-of-the-art advanced packaging and test campus in Peoria, Arizona. This monumental $7 billion investment, significantly up from initial projections, marks a pivotal moment for U.S. manufacturing, [...]
The relentless march of artificial intelligence is reshaping industries, driving unprecedented demand for powerful, reliable hardware. At the heart of this revolution are AI chips and data center components, whose performance and longevity are paramount. Yet, the journey from silicon wafer to a fully operational AI system is fraught with potential pitfalls. This is where [...]
The global technology landscape is undergoing a profound transformation, driven by the insatiable demands of Artificial Intelligence (AI) and the relentless expansion of data centers. This symbiotic relationship is propelling the semiconductor industry into an unprecedented multi-year supercycle, with market projections soaring into the trillions of dollars. At the heart of this revolution, companies like [...]
