AI at TechInsights: June 2025 Review

Stay ahead in AI chips—see how global tensions and major deals from Qualcomm, AMD, and OpenAI are reshaping the market. Read TechInsights' June 2025 analysis.

June 2025 was a month marked by geopolitical tremors that rippled through the AI chip industry. Tensions flared globally with U.S. military involvement in the Middle East and protests erupting over immigration policies. Amid this backdrop, the semiconductor sector saw a flurry of strategic moves: Qualcomm acquired Alphawave for $2.4 billion, AMD absorbed Untether AI’s team, and OpenAI picked up a stealth hardware startup. These developments underscored the race to dominate AI hardware, especially as demand for generative AI surged. Meanwhile at TechInsights, we covered market for AI chips driven by smart home devices and analyzed edge AI chip market. Read more about the events that are shaping AI market in TechInsights coverage.