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Semiconductors News 20 November 2025 - 30 November 2025

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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AMD Stock Today (NASDAQ: AMD) – AI Deals, Zyphra Breakthrough and Big-Money Buying on November 29, 2025

AMD Stock Today (NASDAQ: AMD) – AI Deals, Zyphra Breakthrough and Big-Money Buying on November 29, 2025

Updated: November 29, 2025 Advanced Micro Devices Inc. (AMD) heads into the final month of 2025 with its stock consolidating near the mid‑$210s after a bruising, high‑volatility November – but with fundamentals and news flow that remain firmly centered on artificial intelligence, data‑center growth and a wave of fresh institutional interest. As of Friday’s close on November 28, AMD shares finished just above $217 per share, with extended‑hours quotes hovering a touch below $218, keeping the stock more than 70% higher year to date despite a mid‑teens percentage pullback this month. TechStock²+2MarketBeat+2 Below is a rundown of all the key
29 November 2025
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Applied Materials Stock (AMAT) on November 29, 2025: Record Earnings, China Export Hit and an AI‑Fueled Rally

Applied Materials Stock (AMAT) on November 29, 2025: Record Earnings, China Export Hit and an AI‑Fueled Rally

As of November 29, 2025, Applied Materials (NASDAQ: AMAT) sits near record highs after delivering a record fiscal year, navigating aggressive U.S. export controls on China, trimming its workforce, and winning a fresh wave of Wall Street upgrades – all while riding the generative‑AI and high‑bandwidth memory boom. The result: AMAT has turned into one of 2025’s standout semiconductor equipment names, even though headlines around export curbs and China exposure continue to inject volatility into the stock. AMAT stock today: price, performance and valuation Applied Materials shares last closed at about $252 per share on Friday, November 28, 2025, after
29 November 2025
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Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings

Broadcom Leans Into AI Chip Boom and VMware Shake‑Up Ahead of Q4 2025 Earnings

Broadcom Inc. (NASDAQ: AVGO) is heading into its December 11, 2025 earnings report at the center of two powerful storylines: explosive demand for artificial intelligence (AI) chips and a highly controversial overhaul of VMware licensing that is reshaping enterprise IT budgets worldwide.Investing News Network (INN)+1 The company has just reported record AI revenue growth, booked a multibillion‑dollar custom chip order, and reinforced its position as both a semiconductor powerhouse and a major infrastructure software vendor. At the same time, its VMware business is driving strong financial results while provoking lawsuits, customer migrations, and regulatory scrutiny in Europe.Investopedia+1 Broadcom at a
28 November 2025
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Micron Technology (MU) Stock Today, Nov. 28, 2025: AI Memory Boom, $338 Target and Big‑Money Buying

Micron Technology (MU) Stock Today, Nov. 28, 2025: AI Memory Boom, $338 Target and Big‑Money Buying

Micron Technology stock is back in the spotlight this Black Friday as Wall Street leans harder into the AI memory trade. Fresh analyst upgrades, a stronger credit outlook and a wave of institutional buying are all converging around the stock today. Micron stock today: near the top of a huge 2025 run As of Friday, November 28, Micron Technology (NASDAQ: MU) is indicated around $230 per share, keeping it close to the upper end of its 52‑week range of about $61.54 to $260.58. MarketBeat+1 Analytics site Trefis estimates Micron’s stock has climbed roughly 135% over the past 12 months and
28 November 2025
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Applied Materials (AMAT) Stock Before the November 28 Open: UBS Upgrade, China Curbs and Q4 Earnings

Applied Materials (AMAT) Stock Before the November 28 Open: UBS Upgrade, China Curbs and Q4 Earnings

Applied Materials stock heads into Friday’s U.S. market open sitting near record territory, as investors weigh a powerful AI- and memory-driven growth story against intensifying geopolitical and regulatory risks. As of Wednesday’s close (November 26, 2025), AMAT finished at $249.97, up 3.1% on the day and just below its 52‑week high of $252.66. After-hours trading nudged the shares slightly higher to about $250.45.StockAnalysis At roughly $199 billion in market value and a trailing P/E near 29, Applied is priced as a premier way to play the AI semiconductor build‑out — and the latest newsflow has only sharpened that narrative.StockAnalysis Below
27 November 2025
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IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

Semiconductor Manufacturing International Corp. (SMIC, 0981.HK / 688981.SH) climbed on Thursday as Chinese chip stocks rallied on AI optimism and investors digested fresh warnings about a looming global memory-chip shortage. SMIC stock price today: Hong Kong and Shanghai move higher As of Thursday, 27 November 2025, SMIC shares are trading higher on both sides of the border: The move comes after a volatile stretch for Chinese chip names. Earlier this week, reports that the US might allow Nvidia’s powerful H200 AI chip to be sold into China triggered sharp swings: SMIC’s Hong Kong shares fell more than 6% in early
27 November 2025
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Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research Corporation (NASDAQ: LRCX) is back in the spotlight after a powerful tech-led rally pushed the stock more than 5% higher in the latest U.S. trading session, adding to an already stellar 2025 run. As of the morning of 25 November 2025, the freshest data investors can see reflects Monday’s close at about $150.38 per share, up roughly 5.4% on the day. barchart.com While Lam hasn’t issued any new company press releases today, several fresh market reports and analyst pieces from the last few days — plus Monday’s sharp move — are shaping the story for LRCX right now.
25 November 2025
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AMD Stock Today (November 24, 2025): AI Breakthrough, GPU Price Hike Buzz and Big Targets Push Shares Higher

AMD Stock Today (November 24, 2025): AI Breakthrough, GPU Price Hike Buzz and Big Targets Push Shares Higher

Advanced Micro Devices Inc. (NASDAQ: AMD) is back in the spotlight today as its stock jumps on a powerful mix of fresh AI news, talk of GPU price hikes, and increasingly bullish long‑term forecasts from Wall Street and the company itself. As of late morning on Monday, November 24, 2025, AMD shares were trading around $211.79, up roughly 3.9% on the day, after opening at $207.20 and touching an intraday high above $213. Below is a structured look at all the key AMD‑related news and analysis hitting the wires today, plus the recent context investors are trading on. AMD Stock
24 November 2025
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ASML Stock Today (Nov. 23, 2025): AI Boom, China Risk and What’s Next for the EUV Leader

ASML Stock Today (Nov. 23, 2025): AI Boom, China Risk and What’s Next for the EUV Leader

ASML Holding NV (NASDAQ: ASML) heads into the new trading week near record territory, as investors weigh explosive AI-driven demand for its chipmaking tools against rising geopolitical and valuation risks. As of the latest U.S. close before the weekend, ASML’s U.S.-listed shares finished around $966.57, down roughly 1.5% on the day but still up more than 40% year to date in 2025, reflecting how aggressively markets have re-rated the company during the AI infrastructure build‑out. Investopedia+1 ASML stock price snapshot: volatility at high levels In the most recent session, ASML traded between an intraday low near $946 and a high
23 November 2025
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Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings (ARM) News Today – 23 November 2025: Nvidia Tie-Up Deepens, Big Funds Buy the Dip and Regulators Close In

Arm Holdings plc (NASDAQ: ARM) heads into the final week of November sitting near $131.57 per share, down from its autumn highs but still dramatically above its 2023 IPO price. The SoftBank‑backed chip designer remains at the center of three big storylines today: heavy institutional buying, a deepened strategic partnership with Nvidia in AI data centers, and fresh regulatory pressure out of South Korea. Stock Analysis+2Investing.com+2 Below is a detailed, investor‑focused wrap of everything new around Arm on 23 November 2025, and how it fits into the company’s broader AI strategy. ARM stock today: where the shares stand Several quantitative
23 November 2025
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TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

TSM Stock Today, November 22, 2025: Intel IP Probe, Noyce Award and AI Expansion Keep Taiwan Semiconductor in Focus

Taiwan Semiconductor Manufacturing Company (NYSE: TSM, 2330.TW) heads into the weekend sitting near record territory and still at the center of almost every big story in chips — from Nvidia’s AI boom and new fabs in Japan and Arizona to an alleged 2‑nanometer “leak” involving a former executive who just joined Intel. As of the latest data following Friday’s U.S. close, TSM finished around $275 per share, down roughly 0.9% on the day, giving the company a market capitalization of about $1.43 trillion and placing it among the 10 largest listed companies in the world.MarketBeat+1 Despite that modest pullback, TSM
22 November 2025
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AMD Stock Skyrockets on AI Mega-Deals & Quantum Breakthrough – Is $300 Next?

AMD Stock Forecast Through 2025: How AI, MI350 GPUs and Big Partnerships Are Shaping the Next Move

Updated November 22, 2025 – informational only, not investment advice. 1. Snapshot: Where AMD Stock Stands Right Now Advanced Micro Devices (NASDAQ: AMD) is closing out 2025 as one of the most closely watched AI and semiconductor names on the market. At the same time, AMD’s business is changing rapidly: In other words, the stock is not just trading on hype; it’s linked to very real growth in AI, servers, and high‑end client CPUs. But expectations are high, and that matters a lot for any AMD stock forecast into the end of 2025. 2. The Big 2025 Story: AI, Data
22 November 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Semiconductor Stocks Weekly Wrap (Nov. 16–21, 2025): Nvidia’s Blowout Earnings Collide With AI Bubble Fears

Saturday, November 22, 2025 – Weekly summary for semiconductor investors and traders A Whipsaw Week for Chip Stocks Semiconductor investors just sat through one of the most dramatic weeks of 2025. On the one hand, Nvidia delivered record‑shattering earnings and guidance that reinforced how central AI chips have become to global tech spending. On the other, the sector’s main benchmark – the PHLX Semiconductor Index (SOX) – slid deeper into correction territory as “AI bubble” worries sparked heavy selling across U.S., European and Asian chip names. As of late Friday, the SOX was trading around 6,400, roughly 13% below its
22 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, Nov. 21, 2025: AI Capex Fears Extend Sell-Off Despite Sold-Out HBM Demand

Micron Technology’s stock is back under pressure on Friday as Wall Street continues to digest a brutal two‑day slide triggered by management’s warning that capital spending will likely run even higher to keep up with surging AI memory demand. By late morning U.S. trading on November 21, Micron (NASDAQ: MU) was changing hands around $193, down roughly 4% on the day after opening above $204 and trading between an intraday high of $205.94 and a low near $193.07. That follows Thursday’s 10.9% plunge to a close of $201.37, Micron’s fourth straight daily decline and part of a roughly 15% pullback
21 November 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSM Stock Today, November 21, 2025: U.S. AI Expansion, Tariff Relief and Sector Jitters Hit Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is back in the spotlight today as fresh headlines around its U.S. expansion, trade policy, and institutional flows collide with a sharp pullback in global chip stocks. As of the latest trading on Friday, November 21, TSM shares are changing hands at around $268–270, down roughly 3% from Thursday’s close of $277.50. That move leaves the world’s dominant chip foundry about 13–14% below its 52‑week high near $311, but still more than double its 12‑month low around $134.MacroTrends+1 Despite today’s drop, TSM’s story remains firmly anchored in one theme: it is the manufacturing backbone
21 November 2025
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Micron Stock Today (MU): UBS Lifts Price Target to $275 as AI Memory Boom Collides With Capex Fears – November 20, 2025

Micron Stock Today (MU): UBS Lifts Price Target to $275 as AI Memory Boom Collides With Capex Fears – November 20, 2025

Micron Technology (NASDAQ: MU) is back in the spotlight on Thursday, November 20, 2025, after UBS sharply raised its price target to $275 on the back of an “unusually tight” memory market and booming AI demand — even as investors continue to fret about higher capital spending flagged at a major tech conference this week. Investing As of mid‑afternoon trading, Micron shares are hovering around $220, down roughly 2.5% on the day, but still massively higher year to date after a triple‑digit rally driven by AI data‑center demand and leadership in high‑bandwidth memory (HBM). Barchart Key Takeaways for November 20,
20 November 2025
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Broadcom (AVGO) Surges on Quantum‑Safe 128G AI Switch Launch, Nvidia Boost and VMware Licensing Fight – November 20, 2025

Broadcom (AVGO) Surges on Quantum‑Safe 128G AI Switch Launch, Nvidia Boost and VMware Licensing Fight – November 20, 2025

Broadcom Inc. (NASDAQ: AVGO) is back in the market’s spotlight on Thursday, November 20, 2025, as investors pile into the stock on a powerful mix of new AI‑infrastructure products, bullish AI sentiment after Nvidia’s earnings, and ongoing legal noise around its VMware software business. Broadcom stock today: AVGO extends its AI rally As of the latest trade on Thursday, Broadcom shares are changing hands around $354 and are up roughly 3% over the past 24 hours, according to TradingView. Over the last year the stock has gained more than 110%, and Broadcom’s market capitalization now sits near $1.7 trillion. TradingView+2MarketBeat+2
20 November 2025
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Stock Market Today

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

7 February 2026
New York, Feb 7, 2026, 15:24 EST — Market closed. Goldman Sachs shares closed up 4.3% at $928.75 on Friday, setting the tone for the next U.S. session after a strong late-week bid in big, high-priced names. The stock traded between $890.00 and $931.59, with about 2.47 million shares changing hands. The catalyst traders keep circling is an artificial-intelligence buildout inside the bank. Goldman is working with AI startup Anthropic to develop “AI agents” — software designed to carry out tasks — to automate functions such as trade and transaction accounting, client due diligence and onboarding, CNBC reported; Goldman confirmed
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