Semiconductor Industry News 8 December 2025

Applied Optoelectronics (AAOI) Surges on 800G Hyperscale Order as Analysts Hike Price Targets to $50

As of December 11, 2025, Applied Optoelectronics, Inc. (NASDAQ: AAOI) is back in the market spotlight. The fiber‑optic specialist has secured its first volume order for 800G data center transceivers from a “major hyperscale customer”, a deal the company says

11 December 2025

Analyst Ratings·Investment·Semiconductor Industry·Stock Market·Technology

Qualcomm (QCOM) Stock in 2026: AI Chips, RISC‑V Bet and Wall Street’s Latest Forecasts

December 11, 2025 – Market wrap and outlook for QUALCOMM Incorporated (NASDAQ: QCOM) Qualcomm stock is back near the top of investors’ watchlists as a cluster of fresh catalysts converges: record guidance for 2026, a bold acquisition to deepen its

11 December 2025

AI Technology·Investment Strategies·Market Forecasts·Semiconductor Industry·Stock Analysis

Photronics (PLAB) Stock Soars 45% After Q4 Earnings Beat: AI Photomask Demand Resets the 2026 Outlook

Photronics, Inc. (NASDAQ: PLAB) has just turned into one of the hottest names in semiconductor equipment. After reporting better‑than‑expected fiscal Q4 2025 results and issuing bullish guidance for the start of fiscal 2026, the photomask specialist’s stock jumped about 45%

11 December 2025

Artificial Intelligence·Earnings Reports·Investment Analysis·Semiconductor Industry·Stock Market News

Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

Applied Materials, Inc. (NASDAQ: AMAT) continues to sit at the heart of the semiconductor equipment boom, and its stock is trading near record territory on December 10, 2025. Shares are changing hands around $270–$272 per share, giving the company a

10 December 2025

Artificial Intelligence·Investment Strategies·Market Forecasts·Semiconductor Industry·Stock Analysis

Coherent Corp (COHR) Stock: AI Datacenter Darling Rides Fresh Upgrades and 300mm SiC Breakthrough – December 10, 2025 Update

Coherent Corp (NYSE: COHR) has quietly morphed from a “laser company” into one of Wall Street’s favorite picks-and-shovels plays for the AI datacenter boom. As of mid‑day on December 10, 2025, the stock trades around $192 per share, giving the

10 December 2025

AI Technology·Investment Updates·Semiconductor Industry·Stock Market

Broadcom (AVGO) Q4 2025 Earnings Preview: AI Supercycle, OpenAI Mega‑Deal and a “Priced for Perfection” Test on December 11

Broadcom’s next earnings report has turned into one of the biggest market events of the week. On Thursday, December 11, 2025, the semiconductor and infrastructure‑software giant will release Q4 and full‑year fiscal 2025 results after the U.S. market close, followed by a

10 December 2025

Artificial Intelligence·Corporate Deals·Earnings Preview·Financial Analysis·Semiconductor Industry

Applied Materials (AMAT) After the Bell on Dec. 9, 2025 – And What to Watch Before the Open on Dec. 10

Applied Materials, Inc. (NASDAQ: AMAT) heads into Wednesday’s session trading just below recent record highs, after a mild pullback in Tuesday’s regular and after-hours trade. With Wall Street obsessed with AI infrastructure, Fed policy and export controls to China, AMAT

10 December 2025

Earnings Reports·Financial News·Investment Strategies·Semiconductor Industry·Stock Market

Micron (MU) Stock After Hours on December 9, 2025: HSBC’s $330 Call, HBM Supercycle – and 9 Things to Watch Before the December 10 Open

Micron Technology, Inc. (NASDAQ: MU) extended its spectacular 2025 run on Tuesday, December 9. Shares climbed roughly 2% during regular trading, with intraday highs above $255 and late trading around $252–253, up from a prior close near $247. MarketBeat The

9 December 2025

Earnings Reports·Investing·Market Analysis·Semiconductor Industry·Stock Market

Intel Stock Outlook December 2025: AI Wafers Shortage, Tata Deal and U.S. Government Stake Reshape INTC

Intel Corporation (NASDAQ: INTC) has quietly become one of 2025’s most dramatic comeback stories. After losing nearly $19 billion in 2024, the chipmaker has returned to profitability, installed a new CEO, secured multibillion‑dollar backing from the U.S. government, SoftBank and

9 December 2025

Artificial Intelligence·Investment Insights·Market Trends·Semiconductor Industry·Stock Analysis

Texas Instruments (TXN) Stock on December 8, 2025: Q3 Beat, $60 Billion U.S. Fab Plan and What Wall Street Expects Next

Texas Instruments Incorporated (NASDAQ: TXN) is closing out 2025 as one of the most hotly debated blue‑chip semiconductor stocks: fundamentally solid, generous with dividends, but under pressure from heavy capital spending and a cooler‑than‑hoped earnings outlook. Below is a structured

8 December 2025

Earnings Reports·Semiconductor Industry·Stock Market·Texas Instruments·Wall Street Analysis

Lam Research (LRCX) Stock Rises on Morgan Stanley Upgrade: What Today’s AI-Driven Rally Means for 2026–2027

Published: December 8, 2025 Lam Research Corporation (NASDAQ: LRCX) climbed again on Monday as Wall Street leaned further into the AI chip boom and analysts refreshed their forecasts for the wafer-fab equipment leader. Morgan Stanley’s latest price-target hike, a cluster

8 December 2025

AI Technology·Financial News·Investment Strategies·Semiconductor Industry·Stock Market

Qualcomm (QCOM) Stock on December 8, 2025: AI Chips, Autotalks Probe and What Wall Street Expects Next

Published: December 8, 2025 — All prices and figures are approximate and may change intraday. This article is informational and is not investment advice. Qualcomm stock price today: where QCOM stands on December 8, 2025 Qualcomm (NASDAQ: QCOM) is trading

8 December 2025

Artificial Intelligence·Semiconductor Industry·Stock Market·Technology·Wall Street Analysis

Semiconductor Industry News 8 December 2025 - 11 December 2025