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Semiconductors News 4 December 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
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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…
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…
7 December 2025
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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 Sector Snapshot: Chip Stocks Outrun…
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…
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…
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 Below is a…
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 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…
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,…
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 The Beijing-based firm, frequently dubbed “China’s…
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 On December 4, 2025, a fresh wave of bullish research — led by TD Cowen’s new $315 price target and…
4 December 2025
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Stock Market Today

  • Pancontinental Energy (PCL.AX) Drops 25% Pre-Market Amid Renewed Risk-Off Sentiment
    January 23, 2026, 1:37 PM EST. Pancontinental Energy NL (PCL.AX) plunged 25% pre-market to A$0.009 on January 24, 2026, on heavy volume exceeding eight times average, driven by a recent C-rated Sell recommendation. The stock trades near its year low within a volatile small-cap energy sector marked by risk-off flows. Despite a strong technical trend, fundamentals remain weak with no earnings per share and a high price-to-book ratio of 8.37, raising valuation concerns. Meyka AI assigns a Hold rating with an 11% potential short-term upside. Investors should monitor upcoming earnings on March 11 and sector dynamics amid liquidity and profitability risks.
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