Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge
Semiconductor stocks quietly extended their dominance this week. While the broader U.S. market posted modest gains, chipmakers rallied on the back of blockbuster AI infrastructure deals, fresh forecasts calling for nearly $1 trillion in annual chip sales, and a new wave of U.S. legislation aimed at tightening advanced chip exports to China. Semiconductor Industry Association+1 Sector Snapshot: Chip Stocks Outrun the Market Again The PHLX Semiconductor Index (SOX) ended the week around 7,294, up from roughly 7,020 on December 1 – a gain of about 3.9% over five trading days, and near the top of its 52‑week range (high just