Category Archives: ASIC Industry Market Trends

AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake

CPU chip installed on a computer motherboard

SANTA CLARA, Calif. — October 6, 2025 — Advanced Micro Devices (NASDAQ: AMD) today announced a landmark multi-year agreement with OpenAI, under which AMD will supply advanced Instinct™ MI450 AI accelerators to power OpenAI’s next-generation artificial intelligence infrastructure.
 
The partnership marks a significant milestone in AMD’s growth within the

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GSME Acquires Muse Semiconductor

press release

SAN JOSE, Calif., Oct. 1, 2025 /PRNewswire/ — GS Microelectronics US, Inc. (GSME), a leading-edge global supplier of integrated circuit design and manufacturing solutions, announced today that it has acquired Muse Semiconductor. Muse Semiconductor is a recognized provider of multi-project wafer (MPW) services, enabling chip designs built on TSMC

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Historic Deal: Nvidia and Intel Join Forces to Reshape AI and Computing

In an unexpected twist in the semiconductor world, two longtime rivals—Nvidia and Intel—have struck a deal that some are calling historic. On September 18, 2025, Nvidia announced it would invest $5 billion in Intel, buying common stock at $23.28 per share and acquiring roughly a 4–5% stake in the company.
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Global Semiconductor Sales Increase 20.6% Year-to-Year in July

market research

Worldwide chip sales increase 3.6% month-to-month
 
WASHINGTON—September 5, 2025—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $62.1 billion during the month of July 2025, an increase of 20.6% compared to the July 2024 total of $51.5 billion and 3.6% more than the June 2025 total of

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ASML Injects €1.3 Billion into Mistral AI, Cementing European Tech Alliance

press release wafer

September 9, 2025 —  AMSTERDAM / PARIS — In a defining moment for European technology, ASML Holding NV—the Dutch manufacturer of advanced chipmaking equipment—has invested €1.3 billion in Paris-based Mistral AI, becoming the startup’s biggest shareholder and fortifying a strategic alliance between two leading tech players on the continent.
 
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Cadence to Acquire Hexagon’s Design & Engineering Business, Accelerating Expansion in Physical AI and System Design and Analysis

news

04 Sep 2025 –Cadence (Nasdaq: CDNS) today announced it has entered into a definitive agreement to acquire the Design & Engineering (“D&E”) business of Hexagon AB, which includes its MSC Software business—a pioneer in engineering simulation and analysis solutions. This acquisition accelerates Cadence’s Intelligent System Design™ strategy, significantly expanding the

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