Category: Semiconductors

HardwareSemiconductorsTechnology

RTX Stock Soars 43% on Strong Earnings and Contract Wins, But Risks Loom

RTX Corporation’s stock has reportedly surged by 43%, fueled by a strong third-quarter performance and significant contract awards. However, analysts suggest caution, pointing to the stock’s history of steep declines during past market downturns.

RTX Stock Experiences Significant Surge

Shares of aerospace and defense giant RTX have reportedly surged by 43%, according to an analysis of recent market performance. Sources indicate this substantial growth is primarily attributed to a strong third-quarter earnings report, rising profitability, and a series of significant contract wins that have bolstered investor confidence.

by Elijah Porter
ManufacturingSemiconductors

Nvidia’s US Chip Manufacturing Faces Advanced Packaging Bottleneck Despite Arizona Production Start

Nvidia celebrates first Blackwell wafers from TSMC’s Arizona facility while facing continued reliance on Taiwanese packaging plants for top-tier GPUs. The advanced CoWoS packaging technology required for high-performance chips remains concentrated in Taiwan until US alternatives emerge in coming years.

US Manufacturing Milestone Meets Packaging Reality

Nvidia has reportedly begun producing chips at TSMC‘s Arizona facility, with CEO Jensen Huang celebrating the first Blackwell wafer from the Fab21 plant. However, sources indicate that turning these silicon wafers into complete, high-performance products may still require shipping them to Taiwan for advanced packaging processes that remain concentrated in the island nation.

by Elijah Porter