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Semiconductors 27 November 2025 - 6 December 2025

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

TSMC shares closed near $294.70 on the NYSE, up 0.6%, with a market value of about $1.5 trillion. Q3 2025 net profit rose 39% to $14.8 billion, beating estimates, as management raised full-year revenue growth guidance to the mid-30% range. Shares are up 44% over 12 months, trading just below record highs. Recent headlines highlight strong AI demand, but also note slower October revenue growth and rising trade tensions.
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 shares have soared over 900% in three years, with a market cap near $4.4 trillion as of December 2025. TSMC trades at about $294.88 per share and is valued around $1.5 trillion. Nvidia designs AI chips and platforms, while TSMC manufactures them for Nvidia and others. Nvidia trades at higher multiples; TSMC offers a 1% dividend yield.
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

Moore Threads surged over 400% in its Shanghai STAR Market debut, raising about $1.1 billion as China pushes for GPU self-sufficiency. AMD agreed to pay a 15% U.S. tax on certain AI chip exports to China. A global memory chip shortage is worsening, driving up HBM prices and threatening delays for AI data centers. U.S. senators introduced a bill to tighten export controls on advanced AI chips to China and other countries.
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

Moore Threads shares soared over 400% on debut Friday after an 8 billion yuan ($1.1 billion) IPO on Shanghai’s STAR Market, briefly valuing the Beijing-based GPU maker at more than 305 billion yuan ($40 billion). The stock opened at 650 yuan, far above its 114.28 yuan IPO price, marking the biggest first-day jump for a Chinese IPO over $1 billion since 2019 reforms.
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 shares hit all-time highs near $270 after TD Cowen raised its price target to $315 and named the company a “best idea” for 2026. The firm cited strong demand for AI and DRAM equipment, with new projects at Samsung, Micron, and TSMC expected to boost growth. Morgan Stanley also raised its target to $273. Some analysts warn of export risks and a cooling China market.
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 shares jumped 15% in the past week and now trade near $56, with a market cap of about $20.6 billion and short interest around 16%. Q3 2025 revenue reached $1.55 billion, beating estimates but down 12% year-over-year, while adjusted EPS fell to $0.63. Automotive and industrial segments grew sequentially. Management forecasts Q4 revenue between $1.48 billion and $1.58 billion.
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

NXP Semiconductors closed at $227.56 on December 3, up 5.7% for the day and about 14% over two sessions, with trading volume around 4.6 million shares. The stock’s rally follows stronger-than-expected Q3 revenue of $3.17–3.20 billion and improved Q4 guidance, as buyers position ahead of the company’s ex-dividend date.
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

Texas Instruments shares jumped nearly 4% to around $182 by mid-afternoon Wednesday, extending a two-week rally that has lifted the stock more than 13%. Recent filings show major funds including Norges Bank and Invesco increasing stakes, with institutions now holding about 85% of the float. Q3 revenue rose 14.2% to $4.74 billion, but Q4 guidance missed expectations. TXN remains below its 52-week high of $221.69.
3 December 2025
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Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron (MU) Stock on December 3, 2025: Crucial Exit, AI Memory Supercycle and What Wall Street Expects Next

Micron shares fell about 2.5% to the low $230s on December 3 after the company announced it will exit its Crucial consumer memory business by February 2026. The stock remains near record highs, up nearly 190% year-to-date, following strong demand for AI-related products and recent bullish analyst forecasts. Micron will focus on enterprise and industrial markets.
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 shares closed up 1.7% at $240.50 on Monday after announcing a ¥1.5 trillion ($9.7 billion) investment in a new AI memory chip plant in Hiroshima, Japan. The stock traded near record highs, with volume at 14 million shares. Japan’s government may provide up to ¥500 billion in subsidies for the project. Construction is set to begin in May 2026, with shipments targeted for 2028.
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 shares surged to $40.56 on Dec. 1, 2025, near a 52-week high, after reports that Apple may use Intel’s 18A process for entry-level M-series chips by 2027. The stock is up about 70% over the past year, following a government rescue and restructuring. Analysts remain divided, and Intel faces a new trade-secret lawsuit involving a former TSMC executive.
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

Intel shares closed at $40.56 on Black Friday, up 10% in one session and 84% year-to-date, following reports of possible foundry deals with Apple and renewed focus on its AI roadmap. The stock sits just below its 52-week high of $42.48. Intel’s Q3 revenue rose 3% to $13.7 billion, but net margins remain thin. Market cap stands at $194 billion.
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

Applied Materials closed Friday at $252.25, just below its 52-week high, after reporting record annual revenue of $28.37 billion and GAAP EPS of $8.66. The stock is up about 44% over the past year. Management warned of a potential $600 million revenue hit from new U.S. export controls targeting China. The company is cutting 1,400 jobs and booking up to $180 million in restructuring costs.
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

AMD closed at $217.48 on November 28, down about 16% from early November highs above $259 but still up over 70% for 2025. Institutional investors including the New York State Common Retirement Fund increased stakes. AMD and Zyphra unveiled a new large-scale AI model trained on AMD GPUs. Major banks reiterated Buy ratings and high price targets.
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

Applied Materials closed at $252 on November 28, 2025, near record highs after reporting record fiscal 2025 results and weathering U.S. export controls on China. Shares have surged about 57% year-to-date, outpacing the S&P 500. Full-year revenue reached $28.37 billion, with GAAP EPS at $8.66. Market capitalization stands near $200 billion, with a P/E ratio around 30.
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 reported fiscal Q3 2025 revenue of $15.95 billion, up 22% year over year, with AI chip sales reaching $5.2 billion, a 63% jump. VMware’s software business contributed to total 2024 revenue of $51.6 billion, up 44%. The company faces lawsuits and regulatory scrutiny over VMware licensing changes. Management projects Q4 2025 revenue of $17.4 billion, again led by AI demand.
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 traded near $230 Friday, close to its 52-week high, after Morgan Stanley raised its price target to $338 and S&P Global boosted its credit outlook to “positive.” The stock has surged about 135% in the past year, outpacing the S&P 500. Market capitalization stands near $259 billion. U.S. markets closed early for the post-Thanksgiving session, with thin liquidity reported.
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 closed Wednesday at $249.97, just below its 52-week high, after a 3.1% gain and slight after-hours uptick. Shares have surged up to 50% year to date, outpacing peers. Fiscal Q4 revenue reached $6.8 billion, down 3–3.5% from last year, but full-year sales hit a record $28.37 billion. The stock now trades above the average analyst price target.
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

SMIC shares rose about 2% in Hong Kong and Shanghai on Thursday, trading near HK$70.2 and RMB 115, respectively. The gains followed a rally in Chinese chip stocks driven by AI optimism and warnings of a global memory-chip shortage. SMIC remains about 25% below its October 2025 peak despite more than doubling over the past year. Turnover in Shanghai reached roughly RMB 813 million in morning trade.
27 November 2025
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