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Semiconductors News 30 November 2025 - 8 December 2025

TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

TSMC Stock on 8 December 2025: AI Capacity Crunch Drives New Price Targets and Mixed Signals

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) continues to sit at the center of the global AI chip boom, and 8 December 2025 has brought a fresh wave of analyst upgrades, capacity headlines, and institutional positioning that are moving the stock – and shaping expectations for 2026 and beyond. TSMC stock today: price, performance and valuation snapshot As of Monday, 8 December 2025, TSMC’s New York–listed ADRs are trading around $295 per share, with intraday quotes near $294.7.MarketBeat Key metrics from today’s trading and recent filings: In valuation terms, TSMC screens as cheaper than many U.S. peers on forward earnings:
8 December 2025
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Why Semiconductor Stocks Are Leading the 2025 Market Rally – And How Long It Could Last

Why Semiconductor Stocks Are Leading the 2025 Market Rally – And How Long It Could Last

Published: December 7, 2025 — This article is for informational purposes only and is not investment advice. Chipmakers Are the New Market Leaders Semiconductor stocks aren’t just participating in the 2025 rally – they’re driving it. As of October 31, 2025, the PHLX Semiconductor Index (SOX), a benchmark for major chipmakers, was up about 45% year-to-date, more than double the gains in the Nasdaq Composite and nearly three times the rise in the Dow Jones Industrial Average. LinkedIn Over the past three years, SOX has delivered a total return of roughly 185%, according to Nasdaq research – dramatically outpacing broader
7 December 2025
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Top Tech Stories Investors Missed This Week (Dec 1–7, 2025): AI Factories, $2B Chip Bets, and a New Wave of Lawsuits

Top Tech Stories Investors Missed This Week (Dec 1–7, 2025): AI Factories, $2B Chip Bets, and a New Wave of Lawsuits

While Wall Street obsessed over megadeals and stock moves this week, a quiet flood of tech news reshaped the AI, cloud, and semiconductor landscape between December 1–7, 2025. From Nvidia tightening its grip on chip design, to India briefly mandating a government app on every smartphone, to fresh legal salvos against AI companies, these stories carry real consequences for AI stocks, cloud leaders, and late‑stage startup valuations. Here are the top under-the-radar tech developments investors should understand from this week. 1. Nvidia’s $2 Billion Bet on Synopsys Tightens Its Grip on the AI Chip Stack What happened On December 1,
7 December 2025
Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor Stocks Weekly Recap (Dec 1–7, 2025): AI Mega-Deals, New Chip Laws and a Near-4% Sector Surge

Semiconductor stocks quietly extended their dominance this week. While the broader U.S. market posted modest gains, chipmakers rallied on the back of blockbuster AI infrastructure deals, fresh forecasts calling for nearly $1 trillion in annual chip sales, and a new wave of U.S. legislation aimed at tightening advanced chip exports to China. Semiconductor Industry Association+1 Sector Snapshot: Chip Stocks Outrun the Market Again The PHLX Semiconductor Index (SOX) ended the week around 7,294, up from roughly 7,020 on December 1 – a gain of about 3.9% over five trading days, and near the top of its 52‑week range (high just
7 December 2025
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Best Semiconductor Stocks to Buy Now (December 7, 2025) – 10 Chip Leaders for the AI Supercycle

Best Semiconductor Stocks to Buy Now (December 7, 2025) – 10 Chip Leaders for the AI Supercycle

Updated December 7, 2025 – informational, not investment advice. The semiconductor industry is in one of the most powerful upcycles in its history. The World Semiconductor Trade Statistics (WSTS) group just raised its outlook again: it now expects global chip sales to jump about 22–23% in 2025 to roughly $772 billion, and then grow more than 26% in 2026 to around $975 billion – putting the sector within striking distance of a $1 trillion market by 2026.Semiconductor Industry Association+2SDxCentral+2 Logic and memory chips – the core of AI and data centers – are forecast to grow by more than 30% in 2026 alone.WSTS At the
7 December 2025
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SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

SMH Stock: VanEck Semiconductor ETF Rides the AI Chip Boom – Latest News, Performance and 2026+ Forecasts (Dec 7, 2025)

As of December 7, 2025, the VanEck Semiconductor ETF (NASDAQ: SMH) is one of the most closely watched vehicles for betting on the semiconductor and artificial‑intelligence (AI) boom. The fund has surged roughly 50% year to date, with net assets around $37 billion and a portfolio dominated by Nvidia, TSMC, Broadcom, and other chip heavyweights.ETF & UCITS Fund Manager | VanEck+1 Below is a structured look at the latest news, forecasts, and analysis on SMH, plus the key risks investors are debating now. What is SMH Stock? Quick Overview SMH is an exchange‑traded fund that gives investors concentrated exposure to the
7 December 2025
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Direxion Daily Semiconductor Bull 3X Shares (SOXL): Latest News, Flows, Forecasts and AI-Chip Outlook as of December 6, 2025

Direxion Daily Semiconductor Bull 3X Shares (SOXL): Latest News, Flows, Forecasts and AI-Chip Outlook as of December 6, 2025

Direxion Daily Semiconductor Bull 3X Shares (ticker: SOXL) is back near the top of its 52‑week range as traders pile into leveraged exposure to the AI chip boom. As of December 6, 2025, the ETF is trading around $46.50, up sharply over the past two weeks and more than six times its 52‑week low near $7.20. Investing.com+1 Below is a news-style deep dive into the latest price action, flows, forecasts and sector backdrop as of 06.12.2025, with a particular focus on what it may mean for SOXL holders and short‑term traders. SOXL at a Glance (December 6, 2025) Critically, SOXL
6 December 2025
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TSMC (Taiwan Semiconductor) Stock Today: AI Megatrend, Trade Risks and 2026 Price Targets – December 6, 2025

TSMC (Taiwan Semiconductor) Stock Today: AI Megatrend, Trade Risks and 2026 Price Targets – December 6, 2025

Published: December 6, 2025 – For informational purposes only, not investment advice. Quick Snapshot of TSMC Stock (TSM) Against that backdrop, a wave of new research notes, trade headlines and security investigations has hit the tape in late November and early December 2025. Here’s how they fit together. Key Takeaways for Investors Latest News Moving TSMC Stock (as of December 6, 2025) 1. Record Q3 2025 Results and Raised Outlook On October 16, 2025, TSMC reported record Q3 2025 earnings: Official board resolutions on November 11, 2025 confirmed the Q3 numbers, approved a cash dividend of T$6 per share for
6 December 2025
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Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia vs TSMC Stock (NVDA vs TSM): December 2025 Outlook and 2026 AI Chip Forecast

Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) have become the twin pillars of the AI hardware boom. One designs the world’s most sought‑after AI chips; the other manufactures those chips – and many rivals’ – on the most advanced production lines on Earth. Over the past three years, Nvidia’s share price has surged more than 900%, while TSMC is up roughly 250%.Watcher Guru With both now worth more than a trillion dollars and central to the AI “supercycle,” investors are asking a simple but tricky question: Between Nvidia (NVDA) and TSMC (TSM), which stock looks more attractive right now? Below is
5 December 2025
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Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

The semiconductor industry is closing out the first week of December 2025 with a mix of frothy IPOs, tougher export‑control politics, supply‑chain stress around AI memory chips, and some quietly huge moves in materials and metrology tech. Below is a roundup of the most important semiconductor news as of December 5, 2025, curated and explained for readers following chips, AI hardware, and related stocks. Top semiconductor headlines on December 5, 2025 Let’s unpack what all of this means. China’s Moore Threads IPO: a 400%+ surge and a GPU sovereignty play In Shanghai, Moore Threads Technology Co. — a GPU startup widely nicknamed “China’s
5 December 2025
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‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

Shanghai / Beijing – December 5, 2025 – Chinese GPU designer Moore Threads made one of the most dramatic stock market debuts in recent memory on Friday, as its shares surged more than fourfold on the Shanghai Stock Exchange’s STAR Market after a roughly 8 billion yuan ($1.1–$1.13 billion) initial public offering.The Outpost+2Moneycontrol+2 The Beijing-based firm, frequently dubbed “China’s Nvidia”, opened around 650 yuan per share versus an IPO price of 114.28 yuan and traded near 600 yuan in early sessions – a gain of roughly 400–500% that at one point marked the biggest first‑day jump for a Chinese IPO
5 December 2025
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Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials (AMAT) Stock Near Record Highs as TD Cowen Sets $315 Target and Analysts Double Down on AI, DRAM and TSMC Upside

Applied Materials is ending 2025 with the kind of momentum most semiconductor names can only envy. The chip-equipment giant’s shares are trading around all‑time highs in the high‑$260s/low‑$270s, up roughly 60% year‑to‑date after a powerful seven‑session winning streak. Seeking Alpha+2Morningstar+2 On December 4, 2025, a fresh wave of bullish research — led by TD Cowen’s new $315 price target and a “best idea for 2026” label — crystallized a narrative that has been building for months: Applied Materials (NASDAQ: AMAT) is becoming a pure‑play way to bet on the next leg of AI, DRAM and advanced foundry spending. Investing.com+2MarketBeat+2 At
4 December 2025
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ON Semiconductor (NASDAQ: ON) Stock Outlook for December 2025: AI Power, $6 Billion Buyback and SiC Mega-Fab Fuel the Next Leg

ON Semiconductor (NASDAQ: ON) Stock Outlook for December 2025: AI Power, $6 Billion Buyback and SiC Mega-Fab Fuel the Next Leg

ON Semiconductor Corporation – now branding itself as onsemi – has had a wild 2025. After a bruising cyclical downturn and an electric-vehicle hangover, the stock has snapped back sharply into December as investors refocus on AI data centers and advanced power chips. As of the afternoon of December 4, 2025, ON trades around $56 per share, giving the company a roughly $20–21 billion market cap, with a 52‑week range of about $31 to $71 and a trailing P/E near 69 but a forward P/E closer to the high teens. Wealthyhood Below is a deep dive into the latest numbers,
4 December 2025
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NXP Semiconductors (NXPI) Stock Jumps Again on December 3, 2025: Dividend Rush, AI Tailwinds and Auto Rebound Fuel Rally

NXP Semiconductors (NXPI) Stock Jumps Again on December 3, 2025: Dividend Rush, AI Tailwinds and Auto Rebound Fuel Rally

Published: December 3, 2025 – News & analysis, not investment advice. As of the close on December 3, 2025, NXP Semiconductors N.V. (NASDAQ: NXPI) finished at $227.56, up 5.7% on the day and roughly 14% over the last two sessions, after gains of 7.95% on Tuesday.StockAnalysis+1 The move puts the Netherlands‑based chipmaker back near price levels last seen in early autumn, as investors crowd into high‑quality analog and automotive semiconductor names ahead of an important ex‑dividend date and a potentially stronger 2026. Below is a deep dive into today’s move, the latest earnings, dividend news, analyst forecasts and long‑term outlook
4 December 2025
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Texas Instruments (TXN) Surges Toward $182 as Big Investors, Rich Dividend and $60B Fab Bet Drive December Rally

Texas Instruments (TXN) Surges Toward $182 as Big Investors, Rich Dividend and $60B Fab Bet Drive December Rally

DALLAS – December 3, 2025 – Texas Instruments Incorporated (NASDAQ: TXN) is back in the spotlight as its share price climbs sharply to around $182, extending a powerful late‑November rally and drawing in a wave of institutional money just as Wall Street debates how much upside is left. StockAnalysis By mid‑afternoon on Wednesday, TXN was up roughly 3.8% on the day, trading near $182 after closing at $175.26 on Tuesday, putting the stock more than 13% higher over the past two weeks and in the green for eight of the last ten sessions. StockAnalysis+2StockInvest+2 At the same time, fresh regulatory
3 December 2025
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Micron Technology (MU) Stock After the Bell: $9.6 Billion Japan AI Bet, $338 Target and December 17 Earnings Countdown

Micron Technology (MU) Stock After the Bell: $9.6 Billion Japan AI Bet, $338 Target and December 17 Earnings Countdown

Micron Technology stock closed higher on Monday, December 1, 2025, as Wall Street digested a flood of bullish research, a massive new investment in Japan and rising expectations for the company’s next earnings report later this month. How Micron Traded Today Micron Technology (NASDAQ: MU) ended the regular session at $240.50, up about 1.7% on the day, after trading between roughly $232.29 and $242.36 on volume of about 14 million shares. StockAnalysis+1 In early after-hours trading, the stock was essentially flat, changing hands just below the closing price near $240.40, suggesting no immediate post‑bell shock despite intense news flow. MarketBeat
1 December 2025
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Intel Stock Soars on Apple Foundry Rumors and 18A Breakthrough: Is INTC’s 2025 Rally Built to Last?

Intel Stock Soars on Apple Foundry Rumors and 18A Breakthrough: Is INTC’s 2025 Rally Built to Last?

Intel’s stock has exploded higher into the end of 2025, capping a year that saw a government rescue, a brutal restructuring, and now a wave of optimism around its cutting‑edge “18A” manufacturing node and potential mega‑customers like Apple and Microsoft. As of 1 December 2025, Intel (NASDAQ: INTC) trades around $40.56, near its 52‑week high of $42.48 and up roughly 70% over the past year, after a double‑digit surge on Black Friday tied to reports that Intel could start manufacturing Apple’s entry‑level M‑series chips as early as 2027. Angel One+2TradingView+2 At the same time, analysts remain cautious, long‑term forecasts are
1 December 2025
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Intel Stock Before the Bell on December 1, 2025: Apple Foundry Rumors, TSMC Probe and AI Deals Put INTC in the Spotlight

Intel Stock Before the Bell on December 1, 2025: Apple Foundry Rumors, TSMC Probe and AI Deals Put INTC in the Spotlight

As U.S. markets prepare to reopen on Monday, December 1, Intel Corporation (NASDAQ: INTC) enters December as one of 2025’s most closely watched turnaround stories. The stock closed Black Friday at $40.56, up about 10% in a single session and roughly 84% year-to-date, leaving shares only a few percent below their 52‑week high of $42.48.TS2 Tech+1 From November 28–30, a cluster of catalysts reshaped the narrative around Intel stock: Here’s what investors need to know about Intel stock heading into the December 1 open, based on the news flow from November 28–30, 2025. Where Intel Stock Stands Before the December
30 November 2025
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Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

Applied Materials (AMAT) Stock Near Record Highs as AI Demand Offsets China Export Curbs – November 30, 2025

As of Sunday, November 30, 2025, Applied Materials, Inc. (NASDAQ: AMAT) sits just below its all‑time high after a packed month of record earnings, restructuring, and fresh pressure from U.S. export rules aimed at China. The stock closed Friday at $252.25, near its 52‑week high of $252.66, extending a roughly 44% gain over the past 12 months and more than 50% in 2025 on many measures. nasdaq.com+2Investing.com+2 Behind that move is a mix of powerful AI-driven demand for advanced chips, record margins, a new round of layoffs and cost cuts, and growing uncertainty about how much business AMAT will be
30 November 2025
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Intel Stock on November 30, 2025: Apple Foundry Rumors, TSMC Lawsuit and AI GPU Bets Drive Volatile Rally

Intel Stock on November 30, 2025: Apple Foundry Rumors, TSMC Lawsuit and AI GPU Bets Drive Volatile Rally

Published: November 30, 2025 Intel Corporation (NASDAQ: INTC) heads into December as one of 2025’s most dramatic tech turnarounds. The stock last closed at $40.56 on Friday, November 28, leaving it only a few percent below its 52‑week high of $42.48 and capping an ~83.6% year‑to‑date gain, far ahead of the S&P 500’s roughly 15.8% rise. Investing.com+2Nasdaq+2 The latest leg higher came in a single session: Intel surged just over 10% in shortened Black Friday trading, after a wave of reports suggested Apple may tap the chipmaker as a future foundry supplier for its M‑series processors — a potential validation
30 November 2025
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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