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Semiconductor Industry News 22 November 2025 - 29 November 2025

Lam Research (LRCX) Stock Today: Black Friday Pop, Big-Money Rotation and AI-Fueled Expansion

Lam Research (LRCX) Stock Today: Black Friday Pop, Big-Money Rotation and AI-Fueled Expansion

Published: November 28, 2025 Lam Research Corporation (NASDAQ: LRCX) heads into the shortened Black Friday trading session with its stock trading around the mid‑$150s and up roughly 2% on the day, extending one of 2025’s strongest rallies in the semiconductor equipment space. MarketBeat Behind today’s move is a fresh wave of institutional filings, a glowing new fundamental scorecard from GuruFocus,…
29 November 2025
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Qualcomm (QCOM) Stock Rises as Alphawave AI Deal Advances and Snapdragon 8 Gen 5 Launches — November 28, 2025

Qualcomm (QCOM) Stock Rises as Alphawave AI Deal Advances and Snapdragon 8 Gen 5 Launches — November 28, 2025

Qualcomm Incorporated (NASDAQ: QCOM) finished Friday, November 28, 2025, on a positive note, with investors digesting a flood of AI‑focused headlines ranging from its pending Alphawave IP Group acquisition to fresh mobile and data‑center chip launches and big new institutional shareholders. TipRanks Shares closed around $168.09, up roughly 1.8% on the day, after trading between $164.14 and $168.12, on volume…
29 November 2025
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Intel Stock Before the November 28, 2025 Open: TSMC Lawsuit, AI Mega‑Deals and a 103% Rally for INTC

Intel Stock Before the November 28, 2025 Open: TSMC Lawsuit, AI Mega‑Deals and a 103% Rally for INTC

Intel Corporation (NASDAQ: INTC) goes into Friday’s shortened post‑Thanksgiving session with its share price near the top of its 52‑week range, after a year defined by an aggressive turnaround, huge AI partnerships and heavy government backing — and now a high‑profile trade‑secrets fight with TSMC that could test investor confidence. With U.S. equity markets closed on Thursday, November 27, for…
27 November 2025
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Hygon Information Technology Co., Ltd. (688041.SS) Stock Climbs as AI Chip Theme and ETFs Fuel Volatility on November 27, 2025

Hygon Information Technology Co., Ltd. (688041.SS) Stock Climbs as AI Chip Theme and ETFs Fuel Volatility on November 27, 2025

Hygon Information Technology Co., Ltd. Class A shares (Shanghai: 688041, STAR Market) spent Thursday’s session on a roller coaster ride, swinging nearly 8% intraday before settling with a modest gain as AI chip enthusiasm, sector ETFs and margin financing flows drove heavy trading interest. As a key domestic CPU and AI accelerator supplier at the heart of China’s computing‑power push,…
27 November 2025
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Dosilicon Co. Ltd. Class A (688110.SH) Surges 12.8% on November 27, 2025 as Memory Chip Rally Accelerates

Dosilicon Co. Ltd. Class A (688110.SH) Surges 12.8% on November 27, 2025 as Memory Chip Rally Accelerates

Published: November 27, 2025 — Shanghai, China Dosilicon Co. Ltd. Class A (Shanghai: 688110) extended its explosive 2025 run today, closing at CNY 134.02, up 12.81% on the session and marking one of the strongest moves on Shanghai’s STAR Market. Moomoo While there were no new company-specific announcements or filings published today, Dosilicon’s rally unfolded against a backdrop of renewed…
27 November 2025
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Cambricon Technologies Corp. Ltd. Class A (688256.SH) Soars on AI Chip Rally and Heavy Margin Buying – November 27, 2025 Stock Update

Cambricon Technologies Corp. Ltd. Class A (688256.SH) Soars on AI Chip Rally and Heavy Margin Buying – November 27, 2025 Stock Update

Cambricon Technologies Corp. Ltd. Class A (“Cambricon”, ticker 688256.SH) extended its powerful rebound on Thursday, November 27, 2025, as Chinese AI chip and semiconductor stocks rallied again and leveraged money poured into the name ahead of a pivotal shareholder meeting in Beijing. Cambricon Technologies stock price today (688256.SH) On Thursday’s session in Shanghai, Cambricon’s Class A shares closed at CNY…
27 November 2025
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Kioxia Holdings (285A) Stock Today, November 27, 2025: Price Rebound After Bain Selldown as US–Japan Chip Plant Hopes Emerge

Kioxia Holdings (285A) Stock Today, November 27, 2025: Price Rebound After Bain Selldown as US–Japan Chip Plant Hopes Emerge

Published: November 27, 2025 – All figures in JPY unless stated otherwise. This article is for informational purposes only and is not investment advice. Kioxia’s Share Price Today: Sharp Bounce After a Brutal Two-Day Sell-Off Kioxia Holdings Corporation (Tokyo: 285A) staged a partial rebound on Thursday, November 27, 2025, after two days of heavy selling triggered by a massive secondary…
27 November 2025
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Applied Materials (AMAT) Stock Extends Rally on AI Chip Momentum and Analyst Upgrades – November 26, 2025

Applied Materials (AMAT) Stock Extends Rally on AI Chip Momentum and Analyst Upgrades – November 26, 2025

Applied Materials, Inc. (NASDAQ: AMAT) is extending its powerful November rally on Wednesday, November 26, 2025, as investors continue to price in booming AI chip demand, expanding margins and a wave of fresh analyst upgrades. As of the latest trading data on Wednesday, AMAT shares are changing hands around $249, up roughly 2.6% on the day, after opening near $243…
26 November 2025
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Intel Stock (INTC) on November 26, 2025: TSMC Lawsuit Shock, Institutional Rotation and AI PC Push

Intel Stock (INTC) on November 26, 2025: TSMC Lawsuit Shock, Institutional Rotation and AI PC Push

Intel Corporation (NASDAQ: INTC) is trading higher on Wednesday, November 26, 2025, even as the stock sits at the center of a fresh legal storm and an ongoing multi‑year turnaround in AI and foundry manufacturing. As of late‑morning trading on Wall Street, Intel shares are changing hands at about $37.00, up roughly 3% on the day, based on a last…
26 November 2025
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AVGO Stock Today: Broadcom Cools After 11% AI Rally as Google TPU Hype Meets Valuation Jitters

AVGO Stock Today: Broadcom Cools After 11% AI Rally as Google TPU Hype Meets Valuation Jitters

Broadcom Inc. (NASDAQ: AVGO) is taking a breather on Tuesday, November 25, 2025, after a blistering AI-fueled run. By late morning U.S. trading, AVGO shares were hovering around $373, down roughly 1.3% from Monday’s close of $377.96, after swinging as high as about $395 earlier in the session. That intraday reversal comes directly on the heels of an 11.1% surge…
25 November 2025
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TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

Intel CEO Lip‑Bu Tan dismisses leak claims as “rumor and speculation” while Taiwanese authorities treat the case as a national‑security issue. A lawsuit in the middle of the chip race Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading contract chipmaker, confirmed on Tuesday that it has sued former senior executive Lo Wei‑jen after he took a top job at Intel.…
25 November 2025
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Nvidia’s Record $5 Trillion Surge: AI Mega-Deals Propel NVDA Stock – Is $300 Next?

Nvidia (NVDA) Stock Forecast for 2025: Can the $4 Trillion AI Chip King Stay Ahead?

Disclaimer: This article is for informational and educational purposes only and is not financial advice. Always do your own research and consider speaking with a licensed financial adviser before making investment decisions. 1. Where Nvidia Stock Stands in Late 2025 As of 22 November 2025, Nvidia (NASDAQ: NVDA) is still the central hardware winner of the global AI boom: In short: Nvidia…
22 November 2025
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Stock Market Today

  • AI Launches Shake UK Tech Trusts as Shares Volatile Amid Automation Fears
    February 6, 2026, 8:33 AM EST. On January 2026, Polar Capital Technology managers highlighted AI's rising impact. Following Claude Cowork's launch by Anthropic, which automates legal workflows, markets saw sharp drops in Software-as-a-Service (SaaS) and data-driven stocks. Shares in RELX, Sage, Experian, and London Stock Exchange (LSEG) plunged due to investor fears of AI disintermediation. Finsbury Growth and Income (FGT) manager Nick Train argued these declines overlook the strong 2025 growth and database value underpinning businesses like LSEG and RELX. HgCapital Trust (HGT) also wiped out gains since mid-2021, raising concerns over private equity in tech. The sector faces uncertainty as AI tools transition from future promise to market disruptors, fueling volatility in AI-related stock trusts.
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