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Semiconductors News 22 November 2025 - 4 December 2025

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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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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Stock Market Today

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

8 February 2026
AMD shares jumped 8.28% to $208.44 Friday, rebounding after steep losses earlier in the week. Chip stocks rallied as investors bet on continued AI data center spending by major tech firms. Nvidia rose 7.8%, Broadcom gained 7.1%, and the Philadelphia Semiconductor Index closed up 5.7%. Markets now await macroeconomic data and Nvidia’s late-February results.
Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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