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NYSE:TSM 5 November 2025 - 14 December 2025

Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

Taiwan Stock Exchange Week Ahead: TAIEX Outlook for Dec. 15–19, 2025 as AI Rally, Central Bank Decision and Micron Earnings Take Center Stage

TAIEX closed Friday, Dec. 12 at 28,198.02, marking its third straight weekly gain despite sharp swings and a record intraday high of 28,568.02 midweek. Electronics led early, but profit-taking triggered a reversal before financial stocks lifted the index to a weekly finish. Investors now await the central bank meeting on Dec. 18.
14 December 2025
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Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

Semiconductor Stocks Sink as Oracle Revives AI Bubble Fears — Nvidia, AMD, Micron in the Spotlight on December 11, 2025

U.S. chip stocks fell sharply Thursday, with the Philadelphia Semiconductor Index down about 2% by midday as Nvidia, AMD, Micron, and Broadcom dropped 3–4%. Oracle shares plunged up to 15% after missing revenue estimates and announcing a $15 billion increase in AI-related capital spending, fueling renewed concerns over an AI investment bubble. The Nasdaq slipped 1%, while the Dow hit a record high.
11 December 2025
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Semiconductor Stocks Today: AI Boom Lifts Chipmakers as Memory Shortage Deepens (Dec. 8, 2025)

Semiconductor Stocks Today: AI Boom Lifts Chipmakers as Memory Shortage Deepens (Dec. 8, 2025)

The PHLX Semiconductor Index rose 0.96% to 7,364.6 on Monday, near record highs, as chip stocks outpaced the broader market. Nvidia, Broadcom, AMD, and Micron all posted gains, with Micron up over 3% after an analyst upgrade. Fresh data showed a worsening global memory chip shortage and continued supply chain pressures. Investors focused on AI demand ahead of the Federal Reserve meeting.
8 December 2025
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TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

TSMC ADRs traded near $295 on December 8, 2025, up 46% year-to-date, with a market cap of $1.5 trillion. Analysts at Bernstein, Barclays, and Bank of America raised price targets to $330–$355, citing AI demand and expanded CoWoS capacity. The stock trades at a forward P/E of 24.3, below sector averages, and most analysts rate it a Buy with a median 12-month target of $355.
8 December 2025
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DeepSeek AI Stock in 2025: How to Invest in the Hype, the Tokens, and the Future IPO (December 7 Update)

DeepSeek AI Stock in 2025: How to Invest in the Hype, the Tokens, and the Future IPO (December 7 Update)

DeepSeek, a Chinese AI lab owned by hedge fund High-Flyer, remains private with no stock ticker or IPO date announced. Retail investors cannot buy DeepSeek shares directly; only accredited investors may access pre-IPO shares on private markets. Two unrelated DeepSeek-branded crypto tokens trade with low volumes and market caps. New DeepSeek AI models this week have triggered internal alerts at OpenAI after outperforming benchmarks.
7 December 2025
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SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

The VanEck Semiconductor ETF (SMH) has surged about 50% year to date, closing at $364.40 on December 5, 2025, with net assets near $37 billion. The fund is heavily concentrated in Nvidia, TSMC, and Broadcom, which together make up a large share of its holdings. SMH tracks the MVIS US Listed Semiconductor 25 Index and has delivered a 46% one-year return as of late November.
7 December 2025
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TSMC (Taiwan Semiconductor) Stock Today: AI Megatrend, Trade Risks and 2026 Price Targets – December 6, 2025

TSMC (Taiwan Semiconductor) Stock Today: AI Megatrend, Trade Risks and 2026 Price Targets – December 6, 2025

TSMC shares closed near $294.70 on the NYSE, up 0.6%, with a market value of about $1.5 trillion. Q3 2025 net profit rose 39% to $14.8 billion, beating estimates, as management raised full-year revenue growth guidance to the mid-30% range. Shares are up 44% over 12 months, trading just below record highs. Recent headlines highlight strong AI demand, but also note slower October revenue growth and rising trade tensions.
6 December 2025
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Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia shares have soared over 900% in three years, with a market cap near $4.4 trillion as of December 2025. TSMC trades at about $294.88 per share and is valued around $1.5 trillion. Nvidia designs AI chips and platforms, while TSMC manufactures them for Nvidia and others. Nvidia trades at higher multiples; TSMC offers a 1% dividend yield.
5 December 2025
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Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel shares traded near $41 on December 1, 2025, up about 85% year-on-year, with market cap at $193.5 billion. Reports that Apple may use Intel’s 18A process for some M-series chips starting in 2027 fueled the late-year rally. Intel’s foundry unit remains unprofitable, but a potential Apple order could add up to $1 billion in annual revenue by 2028.
1 December 2025
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Intel Stock Soars on Apple Foundry Rumors and AI GPU Tailwinds: What’s Driving INTC on November 29, 2025

Intel Stock Soars on Apple Foundry Rumors and AI GPU Tailwinds: What’s Driving INTC on November 29, 2025

Intel shares jumped 10.19% to $40.56 in Friday’s shortened session, with volume near 94 million shares. The surge followed reports that Apple may use Intel’s 18A process for future M-series chips, and came despite news of a new trade-secret lawsuit from TSMC. After-hours trading saw Intel edge up to $40.78. The stock now trades near its 52-week high.
29 November 2025
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TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSMC closed Friday at $275.01, down 0.9%, with a market cap near $1.43 trillion, ranking it eighth globally. Chair C.C. Wei and former chair Mark Liu received the semiconductor industry’s top Noyce Award on November 22. The company remains under scrutiny after reports of a 2nm technology leak involving a former executive who joined Intel. TSMC shares are up about 42% year to date.
22 November 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSM Stock Today, November 21, 2025: U.S. AI Expansion, Tariff Relief and Sector Jitters Hit Taiwan Semiconductor

TSMC shares fell 3.2% to $268.60 in U.S. trading Friday, tracking a broad chip sector pullback despite CEO C.C. Wei reaffirming a major U.S. expansion and ongoing AI demand. The stock remains up about 40% year-to-date but sits 13% below its 52-week high. TSMC’s market cap stands near $1.44 trillion. Wei said the Arizona fab is central to a $165 billion U.S. investment plan.
21 November 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSM Stock Today (Nov. 19, 2025): Price Rebounds as Arizona Profit Slump, U.S. Expansion and Data‑Leak Probe Grab Investor Attention

Taiwan Semiconductor shares rose 1.6% to about $282 Wednesday after a 99% profit drop at its Arizona unit and news of a probe into alleged tech theft. Bank of America reiterated a Buy rating and $390 target, citing strong AI demand and a $15 billion capacity budget. Trading volume matched recent averages. TSM remains below its 50-day average but well above its 200-day trend line.
19 November 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSM Stock Forecast November 2025: Is Taiwan Semiconductor Still a Buy in the AI Chip Boom?

TSMC reported record October revenue of NT$367.47 billion, up 17% year-over-year, and raised its full-year outlook after a strong Q3 earnings beat. Shares closed at $285 on November 15, about 8.5% below their 52-week high and more than double the 52-week low. Market cap stands near $1.5 trillion. The company’s forward P/E is around 23, with consensus expecting 45% earnings growth in 2025.
16 November 2025
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Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Nvidia shares fell sharply November 14, extending recent losses as global tech stocks slid on renewed fears over high valuations and slower Fed rate cuts. Investors are focused on Nvidia’s earnings due November 19, seen as a key test for the AI sector. Morgan Stanley raised its price target on Nvidia despite the volatility. Market researchers still forecast 16% annual chip market growth, citing strong AI and data center demand.
14 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TSMC posted record October revenue of NT$367.47 billion, up 16.9% year over year but marking its slowest annual growth since February. Year-to-date sales reached NT$3.13 trillion, a 33.8% increase. The company maintained Q4 guidance of US$32.2–33.4 billion, citing steady AI demand. Taipei stocks rose 0.79% as investors bought TSMC ahead of the results.
10 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

TSMC traded at $289.78 pre-market Friday, up 0.19%. Nvidia CEO Jensen Huang visited TSMC in Taiwan, stating there are no active talks to sell Blackwell AI chips to China. Taiwan’s October exports jumped 49.7% to a record $61.8 billion, driven by AI chip demand. Reports say TSMC has notified clients of 8–10% wafer price hikes in 2026, though the company has not confirmed.
7 November 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

A global semiconductor selloff erased about $500 billion in market value as AI valuation fears spread from Wall Street to Asia and Europe. South Korea’s Kospi dropped as much as 6.2% intraday, while U.S. chip stocks and ETFs fell sharply after the Nasdaq slid 2% on Nov 4. Beijing ordered state-backed data centers to use only domestic AI chips, hitting Nvidia, AMD, and Intel. China will suspend some U.S. tariffs but keep a 13% levy on soybeans.
5 November 2025
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