As of late 2025, the global semiconductor landscape has reached a definitive turning point. The rise of RISC-V, an open-standard instruction set architecture (ISA), has transitioned from a niche academic interest to a geopolitical necessity. Driven by the dual engines of China’s need to bypass Western trade restrictions and the European Union’s quest for "strategic [...]
In a move that has sent shockwaves through the global semiconductor industry, Nvidia (NASDAQ: NVDA) has officially finalized a $5 billion strategic investment in Intel (NASDAQ: INTC). The deal, completed today, December 29, 2025, grants Nvidia an approximate 5% ownership stake in its long-time rival, signaling an unprecedented era of cooperation between the two titans [...]
As of late 2025, India has officially crossed a historic threshold in its quest for technological sovereignty, with the central government greenlighting a total of 10 major semiconductor projects. Representing a cumulative investment of over $18.2 billion (₹1.60 lakh crore), this aggressive expansion under the India Semiconductor Mission (ISM) marks the country’s transition from a [...]
As the artificial intelligence industry grapples with the "memory wall" that has long constrained the performance of traditional graphics processing units (GPUs), Cerebras Systems has emerged as a formidable challenger to the status quo. On December 29, 2025, the company’s Wafer-Scale Engine 3 (WSE-3) and the accompanying CS-3 system have officially redefined the benchmarks for [...]
As of late December 2025, the global semiconductor landscape has undergone a seismic shift, with Arizona officially cementing its status as the "Silicon Desert." In a landmark week for the American tech industry, both Intel (NASDAQ: INTC) and Taiwan Semiconductor Manufacturing Company (NYSE: TSM) have announced major operational milestones at their respective mega-fabs. Intel’s Fab [...]
Granite Construction (GVA) offers strong earnings growth at a reasonable price, supported by federal infrastructure spending and a financially stable foundation.
In a move that signals a tectonic shift in the global semiconductor landscape, reports have emerged as of late December 2025 that Apple Inc. (NASDAQ: AAPL) has successfully entered the critical qualification phase for Intel Corporation’s (NASDAQ: INTC) 18A manufacturing process. This development marks the first time since the "Apple Silicon" transition in 2020 that [...]
The artificial intelligence industry has reached a pivotal infrastructure milestone as silicon photonics transitions from a long-promised laboratory curiosity to the backbone of global data centers. In a move that signals the end of the "copper era" for high-performance computing, Marvell Technology (NASDAQ: MRVL) officially announced its definitive agreement to acquire Celestial AI on December [...]
The company said that U.S. Patent No. 12,492,179 extends the protection for its pipeline of potentially neuroplastogenic, non-hallucinogenic molecules.
The transition to glass substrates is driven by the failure of organic materials (like ABF and BT resins) to cope with the extreme heat and structural demands of massive AI "superchips." Glass offers a Coefficient of Thermal Expansion (CTE) that closely matches that of silicon (3–7 ppm/°C), which drastically reduces the risk of warpage during [...]
The high-stakes race for semiconductor supremacy has entered a blistering new phase as the industry’s titans prepare for the "HBM4 Wars." With artificial intelligence workloads demanding unprecedented memory bandwidth, Samsung Electronics (KRX: 005930) and SK Hynix (KRX: 000660) have both officially fast-tracked their next-generation High Bandwidth Memory (HBM4) for mass production in early 2026. This [...]
As 2025 draws to a close, the semiconductor industry is standing on the precipice of a new era in mobile computing. Samsung Electronics (KRX: 005930) has officially pulled back the curtain on its highly anticipated Exynos 2600, the world’s first mobile application processor built on a cutting-edge 2nm process node. This announcement marks a definitive [...]
In a move that signals a tectonic shift in the global semiconductor landscape, Intel (NASDAQ: INTC) has officially entered the "High-NA" era. As of late December 2025, the company has successfully completed the installation and acceptance testing of the industry’s first commercial-grade High-NA (Numerical Aperture) Extreme Ultraviolet (EUV) lithography system, the ASML (NASDAQ: ASML) Twinscan [...]
In a move that underscores the relentless momentum of the generative AI era, Nvidia (NASDAQ: NVDA) CEO Jensen Huang has confirmed that the company’s next-generation Blackwell architecture is officially sold out through mid-2026. During a series of high-level briefings and earnings calls in late 2025, Huang described the demand for the B200 and GB200 chips [...]
As 2025 draws to a close, the semiconductor industry is entering a period of unprecedented supply-side tension. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially signaled a "capacity crunch" for its upcoming 2nm (N2) process node, revealing that production slots are effectively sold out through the end of 2026. In a move that mirrors its [...]
In a move that formalizes the geopolitical bifurcation of the high-tech world, the United States, Japan, and South Korea have officially finalized the Pax Silica Supply Chain Alliance. Announced in late December 2025, this sweeping trilateral initiative is designed to establish a "trusted" ecosystem for artificial intelligence (AI) and semiconductor manufacturing, effectively insulating the global [...]
In a definitive moment for the global semiconductor industry, Intel Corporation (NASDAQ: INTC) officially announced on December 19, 2025, that its cutting-edge 18A (1.8nm-class) process node has entered High-Volume Manufacturing (HVM). This milestone, achieved at the company’s flagship Fab 52 facility in Chandler, Arizona, represents the successful culmination of the "Five Nodes in Four Years" [...]
While many people are checking off items on their holiday shopping lists, these investors are making a list (and checking it twice) of stocks they would be happy to buy as 2025 comes to a close.
CorMedix (CRMD) exemplifies a high-growth stock with explosive sales, strong earnings momentum, and robust profitability, fitting a proven investment framework.
Power Solutions International (PSIX) is a fundamentally strong, profitable, and fast-growing stock trading at an attractive valuation, presenting a potential value investment opportunity.
Something fundamental has shifted in wealth management over the past year. Walk into any advisory firm today and you’ll hear the same story: clients aren’t asking if they should own crypto anymore. They’re asking why their advisor hasn’t brought it up yet.
Autodesk (ADSK) combines strong revenue growth and high profitability with a technical chart poised for a potential breakout, offering a compelling opportunity for investors.
The company said that its finished uranium production, mined uranium ore production, and uranium concentrate sales for FY 2025 exceeded previously announced guidance.
Eli Lilly (LLY) offers a secure, growing dividend supported by strong profitability and financial health, ideal for a dividend growth investment strategy.
