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Semiconductor Industry News 11 November 2025 - 19 November 2025

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 Manufacturing Company (NYSE: TSM) spent Wednesday in the spotlight as investors weighed a mix of bullish Wall Street calls, a shock 99% profit drop at its Arizona unit, fresh milestones for U.S. chip production, and a high‑profile probe into alleged theft of cutting‑edge process technology. TSM stock price today: modest rebound after recent pullback As of late U.S. trading…
19 November 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD Stock Today (Nov. 19, 2025): Shares react to Saudi AI joint venture with Cisco & HUMAIN and new MI430X accelerator at SC25

OverviewAdvanced Micro Devices (NASDAQ: AMD) traded around $223.55 in late U.S. trading on Wednesday, down ~3% on the day, before modestly rebounding in after‑hours trading following upbeat sector news. Intraday, AMD ranged between $219.75 and $235.27 on heavy volume (~50.3M shares as of ~21:55 UTC). What moved AMD today 1) AMD, Cisco and HUMAIN unveil Saudi AI data‑center joint venture;…
19 November 2025
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Micron Technology (MU) Stock Today: New York Fab Delay, RBC Conference and Morgan Stanley’s $325 Call

Micron Technology (MU) Stock Today: New York Fab Delay, RBC Conference and Morgan Stanley’s $325 Call

Micron Technology, Inc. (NASDAQ: MU) is back in the spotlight today as investors digest a sharp pullback in the share price, a revised construction timeline for its $100 billion New York “megafab,” and Wall Street’s increasingly aggressive forecasts for AI‑driven earnings growth. After touching fresh record highs above $260 earlier this week, Micron shares slid roughly 13% in two sessions…
19 November 2025
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Intel Stock Skyrockets on $15B AI Lifeline and U.S. Stake – Can Rally Continue?

Intel Stock Today (INTC) – November 18, 2025: Price, Analyst Calls, and Advanced Packaging News

Intel stock (NASDAQ: INTC) is under pressure today, even as the company’s advanced chip-packaging technology gains visibility with blue‑chip customers and institutional money shuffles in and out of the name. Around the time of writing on November 18, 2025, Intel shares are trading in the mid‑$30s (about $34.7 per share), down roughly 2–3% over the last 24 hours, according to real‑time quote…
18 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, November 17, 2025: $300 Price Target, AI Memory Breakthroughs and New Highs

Micron Technology’s stock spent Monday, November 17, 2025 trading near record territory as Wall Street hiked price targets, AI-related memory demand stayed red‑hot, and the company highlighted new data‑center and automotive products. By late afternoon, Micron (NASDAQ: MU) was changing hands around $247–$250 per share, modestly higher on the day after an early surge. Finviz The move caps a remarkable…
17 November 2025
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Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Lam Research (LRCX) Stock: What to Know Before the Bell on November 17, 2025 — Earnings, Guidance, China Risk, and AI/HBM Tailwinds

Published: November 16, 2025 (ahead of the U.S. market open on Monday, November 17, 2025). Quick take: Lam Research (NASDAQ: LRCX) heads into the week with solid recent results, constructive near‑term guidance, a dividend that was lifted this fall, and fresh analyst support—tempered by evolving U.S.–China export rules that can sway equipment demand and shipping timelines. As of the latest…
16 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?

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…
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 Wall Street just pushed the narrative even…
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…
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…
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…
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…
11 November 2025
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Stock Market Today

  • Analysts Recommend Buying 'Old Economy' Stocks Amid Tech Sector Slump
    February 6, 2026, 7:15 AM EST. As technology stocks falter, analysts are turning attention to 'old economy' sectors like manufacturing, energy, and materials. These traditional industries, seen as more stable amid market volatility, may offer buying opportunities. Investors often seek such sectors when high-growth tech shares dip, aiming for steadier returns. The shift highlights evolving investor preferences amid current tech stock challenges and growing economic uncertainties.
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