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Semiconductor Industry News 7 November 2025 - 16 November 2025

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?

Updated: November 16, 2025 Taiwan Semiconductor Manufacturing Company (NYSE: TSM) sits at the center of the global AI hardware build‑out, and November 2025 has delivered a fresh wave of data points: record October sales, a blowout Q3 earnings print, a bigger capex plan, and renewed geopolitical noise around Taiwan’s chip dominance. The key question for investors now is whether TSM stock still offers attractive upside after a 50%+ surge over the last year. Investors.com+2AP News+2 Below is a detailed, SEO‑focused breakdown of the latest news, fundamentals, risks, and a 12–18 month TSM stock outlook as of mid‑November 2025. TSM Stock
16 November 2025
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Micron (MU) Stock Skyrockets to Record High on AI Frenzy – Analysts See More Upside

MU Stock Forecast November 2025: Can Micron’s AI Memory Boom Justify a $300+ Price Target?

Updated: November 15, 2025 Micron Technology’s stock (NASDAQ: MU) has quietly turned into one of 2025’s biggest AI winners. Shares closed Friday at $246.83, just below the recent all‑time high of $257.07, and up roughly 150%+ over the past year with the price having more than tripled in 2025 by many counts. Barron’s+4Investing.com+4Investing.com+4 Wall Street just pushed the narrative even further. Morgan Stanley has named Micron its new “Top Pick”, lifting its price target to $325 (with a bull‑case up to $420) on the back of a tightening memory market and surging AI demand. Barron’s+3Investopedia+3Barron’s+3 At the same time, Micron’s
15 November 2025
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Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Amazon and Microsoft Back GAIN AI Act to Curb Nvidia AI Chip Exports to China

14 November 2025 Amazon and Microsoft are quietly lining up behind a new U.S. bill that could further restrict Nvidia’s AI chip exports to China, deepening the geopolitical tug‑of‑war over advanced computing power and exposing rare fault lines inside Big Tech. According to a Wall Street Journal report cited by Reuters and other outlets, both cloud giants are supporting the Guaranteeing Access and Innovation for National Artificial Intelligence Act of 2025 — the GAIN AI Act — which would force chipmakers like Nvidia to prioritize U.S. customers before shipping cutting‑edge processors to China and other “countries of concern.” Reuters+1 Lawmakers
14 November 2025
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Micron (MU) Stock Skyrockets to Record High on AI Frenzy – Analysts See More Upside

Micron Technology Stock Falls 3% as Morgan Stanley Hikes Target and New Auto Chip Launches — November 13, 2025

Micron Technology (NASDAQ: MU) spent Thursday under pressure, even as Wall Street’s biggest banks and the company itself delivered more bullish news for the memory giant. On November 13, 2025, Micron shares closed at $236.95, down about 3.25% on the day. The stock traded between $230.16 and $249.50 with heavy volume of more than 32 million shares, well above typical recent levels.  StockAnalysis The pullback came during a sharp market-wide selloff: the Dow Jones Industrial Average fell nearly 800 points (~1.7%), the S&P 500 dropped about 1.7%, and the Nasdaq Composite slid roughly 2.3%, its worst day in over a month as investors dialed back expectations for rapid Fed rate cuts
14 November 2025
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Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology (MU) Stock Today: Shares Edge Higher as New York Megafab Start Slips to 2026 — What It Means for Investors (Nov 12, 2025)

Micron (NASDAQ: MU) trades higher today after fresh filings confirmed its $100B New York megafab will begin construction in 2026 with first production targeted for 2030. Here’s the stock move, the headlines, and what to watch next. MU stock at a glance (Nov 12, 2025) Micron shares are trading around $245.40, up ~1.8% from yesterday’s close of $241.11 as of 18:43 UTC. Today’s intraday range has been $240.94–$248.87. The rebound follows Tuesday’s pullback across semis. The big story today: New York megafab timeline resets Fresh public filings and local approvals show Micron’s $100 billion chip campus in Clay, New York
12 November 2025
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Intel Stock Soars on AI Hype and $15B Lifeline – Can the Rally Last?

Intel Stock Today (Nov. 11, 2025): INTC slips ~1.5% as CEO takes direct charge of AI; SoftBank’s Nvidia sale weighs on semis

Intel (NASDAQ: INTC) finished Tuesday, Nov. 11, 2025 lower, closing at $37.88 (-1.5%). Trading volume (≈52.8M) ran well below the recent 50‑day average (≈119.5M) as the broader chip space softened. Even so, Intel outperformed several high‑profile peers that fell more sharply.  MarketWatch Price action and sector context (Nov. 11) What moved Intel today 1) New leadership signal on AILate Monday, Intel said CEO Lip‑Bu Tan will personally oversee the company’s AI and Advanced Technologies efforts after CTO and AI chief Sachin Katti departed to join OpenAI. Investors are parsing what a higher‑touch CEO role means for execution across client, data center and foundry roadmaps.  Reuters 2) Sector pressure
11 November 2025
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NVIDIA (NVDA) Today — Nov. 11, 2025: SoftBank Exits $5.8B Stake, CoreWeave Cuts Outlook, Shares Rebound Near $199 Ahead of Q3 FY26

NVIDIA (NVDA) Today — Nov. 11, 2025: SoftBank Exits $5.8B Stake, CoreWeave Cuts Outlook, Shares Rebound Near $199 Ahead of Q3 FY26

On Tuesday, November 11, 2025, Nvidia (NASDAQ: NVDA) headlines were driven by SoftBank’s surprise sale of its entire Nvidia stake, fresh pressure on key customer CoreWeave after a data‑center delay, and a sharp intraday rebound in NVDA shares as investors look ahead to next week’s earnings. Top developments today NVDA stock snapshot (intraday) As of 14:15:55 UTC on Nov. 11, NVDA traded at $199.05, up ~5.8% on the day (intraday high $198.70 / low $194.72; open $195.00). Why these headlines matter What’s next: Earnings on Wednesday, Nov. 19, 2025 (Q3 FY26) By the numbers (context) Key takeaways for Nov. 11,
11 November 2025
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Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

Jefferies Swaps Nvidia for Broadcom as Top AI Pick: $480 Target, Big Custom‑Chip Bets, and a 5‑Year AVGO Outlook (Nov. 10, 2025)

On Monday, Nov. 10, 2025, Wall Street chatter is still centered on Jefferies’ high‑profile call: Broadcom (NASDAQ: AVGO) replaces Nvidia (NASDAQ: NVDA) as the brokerage’s top pick in semiconductors, underpinned by a surge in demand for custom AI chips. The move, first detailed last week, comes alongside a fresh five‑year scenario analysis for Broadcom making the rounds in investor media—and a separate downgrade of Pinterest in the same analyst roundup. MarketWatch+2StreetInsider.com+2 Key takeaways Why Jefferies flipped its top pick from Nvidia to Broadcom Jefferies’ semiconductor team, led by Blayne Curtis, argues that custom AI chips are moving into a “step‑function”
10 November 2025
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AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

Advanced Micro Devices, Inc. (NASDAQ: AMD) headlines today with fresh confirmation that its next big data‑center leap—2nm “Epyc Venice” CPUs and Instinct MI400 accelerators—is slated for 2026, while investors count down to AMD’s Financial Analyst Day on Tuesday, November 11. The stock softened intraday as markets digested this week’s record Q3 print and looked for the next catalyst (see live chart above). TechSpot+1 Key takeaways (Nov. 7, 2025) What’s new today Venice & MI400 timing lands (again) on 2026. In coverage published this morning, AMD’s Lisa Su is cited reaffirming that 2nm Epyc “Venice” CPUs and Instinct MI400 accelerators ship
7 November 2025
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NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

NVIDIA (NVDA) News Today — Nov. 7, 2025: U.S. Blocks Scaled‑Down AI Chip Sales to China; Jensen Huang Says No Plans to Ship Blackwell; Stock Extends Weekly Slide

What’s new today (Nov. 7) U.S. to block B30A sales to ChinaThe White House has informed federal agencies that Nvidia’s “B30A” — a reduced‑performance AI chip intended to meet prior export rules — should not be sold to China. While the B30A can be clustered to train LLMs, Nvidia is now redesigning it in hopes of satisfying regulators. Separately, Beijing has directed state‑funded data centers to use only domestic chips and to strip out foreign silicon if projects are under 30% complete — a one‑two punch that sharply limits Nvidia’s near‑term China prospects. Reuters Huang: ‘Not planning to ship anything
7 November 2025
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Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel (INTC) Pops as Tesla Mulls Chip Partnership; Pre‑Market Rebounds on Musk Comments — Nov. 7, 2025

Intel shares are edging higher in early U.S. trading after Elon Musk said it’s “worth having discussions” with Intel about manufacturing Tesla’s next‑gen AI chips, a remark that instantly pushed the chipmaker back into the AI spotlight. Intel’s stock ticked up in pre‑market trade on Friday as traders weighed the significance of a potential Tesla–Intel tie‑up alongside this fall’s landmark Nvidia partnership and the U.S. government’s 10% equity stake in Intel. Reuters+1 Today’s Intel headlines (Nov. 7, 2025) 1) Musk floats Intel as a possible Tesla chip partner.At Tesla’s annual meeting, Musk said building a “gigantic chip fab” is likely
7 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

Published: November 7, 2025Ticker: NYSE: TSM Key Takeaways Before the Bell What’s Moving TSMC Today 1) Nvidia’s Huang on the ground in Taiwan; China sales stance unchanged Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no active talks to sell the company’s Blackwell AI chips in China, reiterating the export‑control overhang. He added that he is in Taiwan to visit TSMC and take part in the company’s sports day, underscoring the foundry’s central role in Nvidia’s AI roadmap. Reuters Local media tracked Huang’s schedule to TSMC’s 3‑nm plant in Tainan today and to TSMC’s annual sports
7 November 2025
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