AI Chips News 17 September 2025

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at

2 January 2026

AI Chips·IPO News·NVIDIA·Semiconductors

Broadcom Stock (AVGO) News Today: AI Chip Forecasts, VMware Risks, Dividend Date, and Analyst Targets (Dec. 22, 2025)

Broadcom Inc. stock (NASDAQ: AVGO) is starting Christmas week back in the spotlight after a volatile mid-December stretch that whipsawed chip investors: first, a sharp selloff tied to margin worries in AI hardware; then, a rebound as traders rotated back

22 December 2025

AI Chips·Financial News·Investment Analysis·Stock Market·Technology

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

U.S.-listed semiconductor stocks are trying to steady themselves in late-morning trading on Monday, December 15, 2025, after last week’s AI-driven shakeout rattled the “chip trade.” By around 11:30 a.m. ET, the group is splitting into clear winners and losers: AI

15 December 2025

AI Chips·Investment Analysis·Semiconductors·Stock Market·Technology News

Broadcom Earnings: AVGO Forecasts $19.1B Revenue as AI Chip Demand Surges—But Margin Concerns Slam the Stock

Meta description: Broadcom beat Q4 estimates, lifted its dividend, and guided Q1 revenue to $19.1B as AI chip sales accelerate—yet investors sold off on margin and AI payback concerns. Dec. 12, 2025 — Broadcom’s latest earnings were supposed to be

12 December 2025

AI Chips·Earnings Reports·Financial Analysis·Stock Market·Technology News

Broadcom (AVGO) Smashes Q4 2025 Estimates on AI Chip Boom — But Its 180% Stock Rally Faces a Reality Check

Published December 11, 2025 Broadcom’s fiscal fourth-quarter 2025 numbers have landed, and they are big. The chip and software giant beat Wall Street estimates on both revenue and earnings, powered by surging demand for custom AI semiconductors and solid growth

11 December 2025

AI Chips·Earnings Reports·Investment Analysis·Stock Market·Technology News

Qualcomm (QCOM) Stock News: AI Chip Breakthroughs, Ventana Deal and 2026 Outlook After November 21 Pivot

December 11, 2025 Qualcomm Incorporated (NASDAQ: QCOM) has moved from a choppy, headline‑driven November to a decisively AI‑centric story in early December, helped by new data‑center chips, a strategic acquisition in RISC‑V CPUs and fresh automotive AI announcements ahead of

11 December 2025

AI Chips·Investment Analysis·Stock Market·Technology

Qualcomm (QCOM) Stock on December 10, 2025: AI Chips, Earnings Beat and What the 2026 Forecast Really Looks Like

As of December 10, 2025, Qualcomm Incorporated (NASDAQ: QCOM) is trading around $180 per share, up a little over 2% on the day and sitting comfortably in the upper half of its 52‑week range between roughly $121 and $206.Investing.com+1 The

10 December 2025

AI Chips·Earnings Reports·Investment Analysis·Stock Market·Technology

Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

U.S. semiconductor stocks are trading slightly higher to mixed in pre-market action on Wednesday, December 10, 2025, as investors balance blockbuster AI demand against fresh geopolitical and regulatory risks, and wait for the Federal Reserve’s final policy decision of the

10 December 2025

AI Chips·Pre-Market Analysis·Semiconductors·Stock Market·Technology News

Qualcomm Stock (QCOM) Today: AI Chips, Institutional Buying and 2026 Outlook – December 9, 2025

Qualcomm’s share price is hovering around $174–175 on December 9, 2025, leaving the chipmaker near the upper half of its 52‑week range as investors digest record earnings, a fresh wave of AI chip announcements, and new institutional ownership disclosures. MarketBeat

9 December 2025

AI Chips·Investment Strategies·Market Outlook·Stock Market·Technology

Lam Research (LRCX) Stock on December 3, 2025: AI Chip Boom, Analyst Upgrades and What’s Next for Investors

Lam Research Corporation (NASDAQ: LRCX), one of the most important suppliers of wafer fabrication equipment to the global semiconductor industry, is ending 2025 in the market spotlight. As of December 3, 2025, Lam Research stock trades around $159.9 per share,

3 December 2025

AI Chips·Analyst Ratings·Investment Strategies·Stock Market

White House’s Shocking 10% Intel Stake Plan Shakes the Tech World

Intel Corporation (INTC) – Oct 6 2025: A Tumultuous Rally, Government Stake and New Hope in AI Chips

Intel Corporation (INTC) has been one of 2025’s most talked‑about semiconductor stocks. After years of delays and sliding market share, the 2025 rally has been driven by a combination of massive government and corporate investments, rumours of new strategic customers,

6 October 2025

AI Chips·Market Trends·Semiconductor Industry·Technology Stocks

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning “Honey Badger” in Chinese), also known as T-Head. By

17 September 2025

AI Chips·Alibaba·Industry News·Innovation

AI Chips News 17 September 2025 - 2 January 2026