semiconductor Archives

NVIDIA Hits $4 Trillion Milestone, But the AI Revolution Is Still in Its Infancy

By Mishika on July 10, 2025 in AI, Capsules, Nvidia, Semiconductors, Uncategorized

NVIDIA has made history by becoming the first company to reach a market capitalization of $4 trillion. This remarkable achievement has been driven by the surging demand for AI infrastructure and the company’s innovative Blackwell graphics processing units (GPUs) architecture. The company’s financial performance has been nothing short of spectacular, with a revenue of $130.5 billion in fiscal 2025, representing a 114% year-over-year increase. Its data center segment alone reached $115.2 billion, growing a staggering 142%. NVIDIA’s[…]

GlobalFoundries Expands into RISC-V Processor Market with MIPS Acquisition

By Arun Kumar on in Capsules, Semiconductors, Uncategorized

GlobalFoundries, now owned by the United Arab Emirates, is undergoing a significant transformation that will bring more chip design capabilities in-house through a notable new acquisition. The company recently announced an agreement to acquire MIPS, the pioneering fabless design firm that developed the seminal MIPS architecture – a RISC-based instruction set adopted by many companies in the 1980s for their own chip designs. In 2021, MIPS announced it was ending development of its proprietary architecture to focus[…]

Nvidia’s Rise to Becoming the World’s Most Valuable Company Sparks Reappraisal of Semiconductor ETFs

By Divya Arora on June 28, 2025 in Capsules, Nvidia, Uncategorized

Nvidia Corp. has made history by surpassing Microsoft to become the world’s most valuable company, with a market capitalization crossing $3.7 trillion. As the chipmaker solidifies its position as the foundation of the AI era, certain segments of Wall Street are lagging behind, including semiconductor ETFs. Despite Nvidia’s remarkable rise, some of the largest ETFs that follow the semiconductor space are still predominantly weighted toward legacy chipmakers. These legacy chipmakers, which dominated the PC and mobile era,[…]