San Francisco, CA – October 21, 2025 – The technology sector, a dominant force in the S&P 500's recent ascent, experienced a notable setback on October 15, 2024, as concerns over the semiconductor industry and broader economic signals triggered a significant pullback. This underperformance, characterized by sharp declines in chip stocks
Rigaku Holdings Corporation (TSE: 6725) has announced a significant strategic expansion with the establishment of Rigaku Technology Taiwan Co., Ltd. (RTTW) and its integral Rigaku Technology Center Taiwan (RTC-TW). This pivotal move, with RTC-TW commencing full-scale operations in October 2025, underscores Rigaku's deep commitment to bolstering the critical semiconductor, life sciences, and materials science ecosystems [...]
The global AI server market is in the midst of an unprecedented boom, fundamentally reshaping the technology landscape and sending ripples across financial markets. As of October 2025, the demand for specialized computing infrastructure capable of handling intensive AI workloads has skyrocketed, driven by the relentless advancement of generative AI,
Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), the undisputed titan of advanced chip manufacturing, has seen its stock performance surge through late 2024 and into 2025, largely propelled by the insatiable global demand for artificial intelligence (AI) semiconductors. Despite these impressive absolute gains, which have seen its shares climb significantly, a closer look reveals a [...]
As the calendar turns to late October 2025, the technology world is keenly awaiting Intel's (NASDAQ: INTC) Q3 earnings report, slated for October 23. This report is not just another quarterly financial disclosure; it's a critical barometer for the company's ambitious turnaround strategy, its aggressive push into artificial intelligence (AI), and its re-entry into the [...]
As of October 2025, the manufacturing sector presents a complex yet largely optimistic landscape, characterized by significant digital transformation and strategic reshoring efforts. Amidst this evolving environment, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) stands out as an undeniable linchpin, not just within its industry but as an indispensable architect of the global artificial intelligence (AI) [...]
In a significant move signaling strategic confidence in the burgeoning semiconductor sector, Vanguard Personalized Indexing Management LLC has substantially increased its stock holdings in two key players: Amkor Technology (NASDAQ: AMKR) and Silicon Laboratories (NASDAQ: SLAB). The investment giant's deepened commitment, particularly evident during the second quarter of 2025, underscores a calculated bullish outlook on [...]
Taipei, Taiwan – October 21, 2025 – In a significant move signaling profound confidence in the burgeoning artificial intelligence (AI) sector, investment management firm Giverny Capital initiated a substantial 3.5% stake in Taiwan Semiconductor Manufacturing Company (NYSE: TSM) during the third quarter of 2025. This strategic investment, which places the world's leading dedicated chip foundry [...]
In a bold move to reclaim its lost glory and reassert leadership in semiconductor manufacturing, Intel (NASDAQ: INTC) CEO Pat Gelsinger, who led the charge until late 2024 before being succeeded by Lip-Bu Tan in early 2025, initiated an unprecedented "five nodes in four years" strategy in July 2021. This aggressive roadmap aimed to deliver [...]
The global semiconductor industry, a foundational pillar of modern technology, is currently experiencing a profound and unprecedented bifurcation as of October 2025. While an "AI Supercycle" is driving insatiable demand for cutting-edge chips, propelling industry leaders to record profits, traditional market segments like consumer electronics, automotive, and industrial computing are navigating a more subdued recovery [...]
In a landmark development for the global semiconductor industry, Intel (NASDAQ: INTC) announced in early June 2024 that it had reached a definitive agreement with Apollo Global Management (NYSE: APO). The private equity giant committed an $11 billion investment to acquire a 49% equity interest in a joint venture centered around Intel's state-of-the-art Fab 34 [...]
October 21, 2025 – The global artificial intelligence landscape is undergoing a seismic shift, epitomized by the dramatic decline of Nvidia's (NASDAQ: NVDA) market share in China's advanced AI chip sector. This precipitous fall, from a dominant 95% to effectively zero, is a direct consequence of the United States' progressively stringent AI chip export restrictions [...]
