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Semiconductor Industry News 9 December 2025 - 12 December 2025

Applied Materials (AMAT) After Hours on December 11, 2025: AI Boom, China Risks and What to Watch Before Friday’s Open

Applied Materials (AMAT) After Hours on December 11, 2025: AI Boom, China Risks and What to Watch Before Friday’s Open

Santa Clara, Calif. — December 11, 2025 Applied Materials, Inc. (NASDAQ: AMAT) is going into Friday’s session as one of Wall Street’s hottest – and most hotly debated – AI infrastructure plays. After a record-setting week that saw the stock touch fresh all‑time highs, AMAT slipped modestly on Thursday but remained within touching distance of its peak, as investors balanced…
12 December 2025
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Broadcom (AVGO) Q4 2025 Earnings: Record $18 Billion Revenue, AI Chip Sales Jump 74%

Broadcom (AVGO) Q4 2025 Earnings: Record $18 Billion Revenue, AI Chip Sales Jump 74%

Broadcom Inc. (NASDAQ: AVGO) capped fiscal 2025 with a blowout fourth quarter on December 11, posting record revenue, surging profits and bullish guidance powered by red‑hot demand for its custom AI chips and networking gear. Shares initially rose about 3% in after‑hours trading as the company beat Wall Street’s expectations on both the top and bottom line and signaled even…
11 December 2025
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Synopsys (SNPS) Stock Outlook After November 21, 2025: Nvidia’s $2 Billion Bet, Q4 Beat, Job Cuts and Class Actions

Synopsys (SNPS) Stock Outlook After November 21, 2025: Nvidia’s $2 Billion Bet, Q4 Beat, Job Cuts and Class Actions

Synopsys, Inc. (NASDAQ: SNPS) has gone from a bruising late‑summer selloff to a high‑stakes recovery story driven by artificial intelligence, a $2 billion strategic investment from Nvidia, record revenue and a flurry of securities class‑action lawsuits. As of 11 December 2025, Synopsys stock trades around the mid‑$460s–$470s, giving the company a market cap in the high‑$80 billion range.CompaniesMarketCap+1 That’s roughly…
11 December 2025
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Applied Materials (AMAT) Stock Hits Record High: Is the AI Chip Boom Enough to Power 2026 Gains?

Applied Materials (AMAT) Stock Hits Record High: Is the AI Chip Boom Enough to Power 2026 Gains?

Applied Materials, Inc. (NASDAQ: AMAT) is closing out 2025 on a surge. Since November 21, 2025, the semiconductor equipment giant’s stock has jumped from the low $220s to hover just below record highs, driven by booming AI chip demand, upbeat guidance, and aggressive analyst upgrades — but also shadowed by U.S.–China export curbs and valuation worries. MarketBeat+1 This article rounds…
11 December 2025
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Applied Optoelectronics (AAOI) Surges on 800G Hyperscale Order as Analysts Hike Price Targets to $50

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 will support AI data center growth and could add $4–8 million to Q4 2025 revenue.Yahoo Finance+2Stock Titan+2 The news has…
11 December 2025
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Qualcomm (QCOM) Stock in 2026: AI Chips, RISC‑V Bet and Wall Street’s Latest Forecasts

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 RISC‑V CPU ambitions, accelerating AI data‑center and AI PC bets, and steady support from big institutional holders. As of the…
11 December 2025
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Photronics (PLAB) Stock Soars 45% After Q4 Earnings Beat: AI Photomask Demand Resets the 2026 Outlook

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% to $37.35, its highest close since 2001 and its biggest single‑day gain since 2008. Barron’s The move not only blasted…
11 December 2025
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Applied Materials (AMAT) Stock on December 10, 2025: AI Supercycle, China Risks and 2026–2028 Price Targets

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 market capitalization of roughly $215–217 billion and placing it among the world’s largest semiconductor players.StockAnalysis Yet after a ~63% year‑to‑date…
10 December 2025
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Coherent Corp (COHR) Stock: AI Datacenter Darling Rides Fresh Upgrades and 300mm SiC Breakthrough – December 10, 2025 Update

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 company a market value of roughly $29 billion.Stock Titan In the last few weeks, Coherent has: Here’s a deep dive…
10 December 2025
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Broadcom (AVGO) Q4 2025 Earnings Preview: AI Supercycle, OpenAI Mega‑Deal and a “Priced for Perfection” Test on December 11

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 conference call scheduled for 5:00 p.m. ET. Broadcom Investors+1 With AVGO trading around $406 today and hovering near record highs, expectations are sky‑high…
10 December 2025
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Applied Materials (AMAT) After the Bell on Dec. 9, 2025 – And What to Watch Before the Open on Dec. 10

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 sits right where all three storylines intersect. Here’s what happened after the bell on December 9, 2025 – and what…
10 December 2025
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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 (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 move capped a three-session rebound and came as Wall Street unleashed another wave of aggressive price-target hikes and investors digested…
9 December 2025
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Stock Market Today

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