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Semiconductors 21 October 2025 - 12 November 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD Targets $100B Data‑Center Revenue and 35%+ Growth: Stock Lifts After Analyst Day — Nov. 12, 2025

AMD set a target of $100 billion in annual data-center chip revenue within five years and projected non-GAAP EPS above $20 over the next 3–5 years at its Financial Analyst Day in New York. The company unveiled an AI hardware roadmap, including MI400 GPUs in 2026 and a “Helios” rack-scale system. Shares rose nearly 5% in pre-market trading Wednesday following the announcements.
12 November 2025
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Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Infineon Lifts 2026 AI Power Revenue Target to €1.5bn as FY 2025 Lands in Line—Stock Jumps on DAX (12 November 2025)

Infineon sharply raised its 2026 sales target for AI data center power solutions to €1.5 billion after nearly tripling related revenue to over €700 million in fiscal 2025. Shares jumped about 8% in Frankfurt. Full-year revenue fell 2% to €14.66 billion, with automotive demand flagged as a risk due to low inventories at carmakers.
12 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s October Sales Set New Record but Growth Cools to 16.9% YoY as AI Demand Normalizes; Smartphone Orders Reawaken

TSMC posted record October revenue of NT$367.47 billion, up 16.9% year over year but marking its slowest annual growth since February. Year-to-date sales reached NT$3.13 trillion, a 33.8% increase. The company maintained Q4 guidance of US$32.2–33.4 billion, citing steady AI demand. Taipei stocks rose 0.79% as investors bought TSMC ahead of the results.
10 November 2025
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NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

NVIDIA (NVDA) News Today — Nov 8, 2025: Huang touts “very strong” Blackwell demand, asks TSMC for more wafers; Taipei clears path for Nvidia’s Taiwan HQ; NVDA steadies after a rough week

Nvidia CEO Jensen Huang said demand for Blackwell AI chips is “very strong” and has asked TSMC for more wafer supply. Taipei officials will move next week to terminate a land-use deal, clearing the way for Nvidia’s Taiwan headquarters at Beitou Shilin Tech Park. Huang reiterated there are no active talks to sell Blackwell chips to China, citing U.S. export restrictions. NVDA shares last traded near $188.
8 November 2025
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Micron (MU) Stock Skyrockets to Record High on AI Frenzy – Analysts See More Upside

Micron Technology (MU) Stock Today, Nov 7, 2025: Shares Slip With Tech Selloff as Wells Fargo Lifts Target to $300 and HBM4 Rumors Swirl

Micron shares fell 2.5% to $232.32 by 19:21 UTC, trading on heavy volume as tech stocks slid and the U.S. jobs report was delayed by the government shutdown. Wells Fargo raised its price target for Micron to $300 after meetings with company leadership. Reports surfaced of possible HBM4 delays, conflicting with earlier guidance for a 2026 ramp. Micron remains up 174% year-to-date.
7 November 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) slides as CFO offloads ~$1M in stock; Q3 2025 prints steep losses while ‘Navitas 2.0’ pivots to high‑power AI and grid markets (Nov 7, 2025)

Navitas Semiconductor shares fell sharply this week after posting a 53% year-over-year revenue drop to $10.1 million for Q3 and forecasting further declines. The stock slid further after CFO Todd Glickman sold about $1 million in shares on November 5. The company announced a shift toward high-power markets, but investors questioned fundamentals and valuation.
7 November 2025
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NVIDIA’s Stock Soars to New Highs – Analysts Eye Further Gains

NVIDIA (NVDA) Today — Nov. 6, 2025: Huang clarifies China AI-race remarks; U.K. honor crowns AI leadership; VAST Data–CoreWeave inks $1.17B deal; NVDA trades near $195 ahead of Nov. 19 earnings

Nvidia CEO Jensen Huang clarified his remarks on China’s AI position, stating China is “nanoseconds behind America” and urging the U.S. to “race ahead,” after earlier reports suggested he said China would win the AI race. Huang and Chief Scientist Bill Dally received the 2025 Queen Elizabeth Prize for Engineering. VAST Data signed a $1.17 billion multi-year deal with CoreWeave to supply AI data infrastructure.
6 November 2025
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NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia Just Hit $5 Trillion—But Can AMD or Intel Finally Crack Its AI Chip Moat?

Nvidia’s Hopper and Blackwell GPUs remain the top choice for AI datacenters, with the company’s valuation topping $5 trillion in late October. The White House said it will not allow Nvidia’s Blackwell chips to be sold to China “at this time.” AMD beat Q3 estimates and raised its Q4 outlook on strong AI demand. Nvidia shares fell 4% to $198.69 as of 10:52 UTC.
5 November 2025
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Nvidia Stock Near Record High as AI Mega-Deals Fuel $4 Trillion Rally – Is $300 Next?

Nvidia’s UAE Chip Deal: U.S. Greenlights Advanced AI Exports, Stocks Soar

The U.S. approved a first-ever export license for Microsoft to send about 60,400 of Nvidia’s latest AI chips, including GB300 “Grace Blackwell” processors, to the UAE for use in data centers. Nvidia stock rose 3% on the news. Microsoft plans to invest $15.2 billion in UAE AI infrastructure by 2029. The deal includes strict safeguards and was personally endorsed by President Trump’s administration.
4 November 2025
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Navitas (NVTS) Stock Skyrockets on NVIDIA AI Chip News — Record Rally Sparks Bull-Bear Debate

Navitas Semiconductor (NVTS) Stock Skyrockets on Nvidia Hype – Will GaN Power Pay Off?

Navitas Semiconductor shares surged over 750% in six months, driven by Nvidia partnership news, but dropped 9% to $12.25 on Nov. 3, 2025, after weak Q3 results and fell further after hours. Q3 revenue fell to $10.1 million from $21.7 million a year earlier; Q4 guidance of ~$7 million missed expectations. The company is shifting focus to higher-power markets. Analysts remain divided, with targets ranging from $3 to $13.
4 November 2025
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AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research shares have surged 117% year-to-date in 2025, far outpacing Nvidia and Broadcom. The company posted Q3 revenue of $5.32 billion, up about 28% year-over-year, and adjusted EPS jumped 46% to $1.26. Lam raised guidance for the next quarter, citing soaring demand for AI chipmaking equipment. CEO Tim Archer said AI data center investment is directly expanding Lam’s market.
3 November 2025
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Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

Qualcomm Soars on AI Chip Launch, Reaches 15-Month High as Analysts Eye $200

Qualcomm shares jumped over 10% to a 15-month high near $188 after unveiling new AI data-center chips aimed at competing with Nvidia. The stock spiked nearly 20% intraday before closing 11% higher on October 27. Wall Street analysts raised price targets, citing optimism over Qualcomm’s push beyond smartphones. A Saudi AI startup agreed to deploy the new chips, signaling early traction.
28 October 2025
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NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

NXP Semiconductors (NXPI) Stock Shakes Off Chip Gloom – AI & Auto Hopes Fuel Rebound

NXP Semiconductors reported Q3 profit of $631 million and revenue of $3.17 billion, slightly above forecasts. Shares traded near $221 on Oct. 27, up 1% after earnings, and about $224 after hours. The company forecast Q4 revenue of $3.2–$3.4 billion and adjusted EPS of $3.07–$3.49. Rafael Sotomayor will become CEO on Oct. 28, succeeding Kurt Sievers.
27 October 2025
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Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence Stock Skyrockets on AI Chip Boom: CDNS Hits New Highs Amid Earnings Beat and $3B Deal

Cadence Design Systems shares traded in the mid-$340s on October 27, 2025, near record highs after a 6–7% weekly gain and a 15–20% rise year-to-date. The company beat Q3 estimates with $1.34 billion in revenue and raised its 2025 outlook, while its order backlog hit $7 billion. Shares dipped 1–2% post-earnings. Cadence announced a $3.18 billion deal to buy Hexagon’s D&E software business and completed the acquisition of Arm’s “Artisan” IP.
27 October 2025
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Big Money Piles into Qualcomm: New AI Chip Breakthroughs Ignite Stock Surge

Big Money Piles into Qualcomm: New AI Chip Breakthroughs Ignite Stock Surge

Qualcomm stock jumped over 10% to a 52-week high near $182 on Oct. 27 after launching new AI data-center chips to compete with Nvidia. Major institutions, including Bessemer Group and UTIMCO, increased stakes in Q2. Last quarter’s earnings beat forecasts with $2.77 EPS and $10.37 billion revenue. Analysts rate the stock a “Moderate Buy,” with price targets around $183.
27 October 2025
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Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

Broadcom (AVGO) Stock Skyrockets on $10B OpenAI AI Chip Deal – Are $450 Price Targets Next?

Broadcom shares closed at $344 on Oct. 23, about double their price a year ago. The stock jumped nearly 10% on Oct. 13 after Broadcom and OpenAI announced a deal to co-design $10 billion in AI chips. Q3 revenue rose 22% to $15.95 billion, and management raised Q4 guidance above consensus. Analysts remain bullish, with most targets in the mid-$300s and some as high as $460.
24 October 2025
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Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel vs. AMD Stock Faceoff: Who’s Winning the AI Chip Race? (Record Highs & Wild Deals)

Intel shares hit $38 on Oct. 23, 2025, up 85% year-to-date, while AMD trades near $235, up 80%. Intel’s market cap stands at $178 billion, about half AMD’s $380 billion. Intel posted an $18.8 billion loss in 2024 but beat Q3 estimates; AMD remains profitable and recently won major AI contracts. Most analysts rate Intel “Reduce,” while 60–65% now rate AMD a “Buy.”
23 October 2025
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ASML Stock Skyrockets on AI Boom – Analysts Warn China Slump Looms

ASML Stock Soars on AI Megadeals – Near Record Highs Despite China Slowdown Looming

ASML shares closed at about $1,019 on October 23, 2025, recovering from a midweek dip and staying near record highs. The company reported Q3 net sales of €7.5 billion and net income of €2.1 billion, with new bookings slightly above forecasts. ASML warned 2026 sales may be flat as China demand drops due to export curbs. The firm invested €1.3 billion in Mistral AI and named Marco Pieters as next CTO.
23 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Nvidia-Fueled Frenzy: Navitas (NVTS) Stock Hits Record High in 750% Rally – Will the Surge Last?

Navitas Semiconductor shares jumped 18% to a record $17.10 on Oct. 20, 2025, after announcing a deal to supply power chips for NVIDIA’s AI data centers. The stock is up over 330% in 2025 and nearly 750% in six months. Trading volume surged to 90 million shares, about 3.5 times average. Analysts remain divided as the company pivots from chargers to AI and EV markets.
21 October 2025
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