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Semiconductors 13 November 2025 - 27 November 2025

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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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 shares jumped 5.4% to close at $150.38 on Monday, adding to a 106% year-to-date gain. The rally followed a surge in tech and AI stocks, with the Nasdaq 100 up 2.6% and S&P 500 up 1.6%. Falling Treasury yields and rising odds of a December Fed rate cut fueled buying. Lam’s market cap now stands just above $160 billion.
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

AMD shares rose 3.9% to $211.79 by late morning Monday after the company announced Zyphra trained its new ZAYA1 AI model entirely on AMD Instinct MI300X GPUs. The stock touched an intraday high above $213 and is up about 73% year-to-date. AMD’s market cap now exceeds $330 billion. Investors cited the Zyphra news as the main catalyst for the move.
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 shares closed at $966.57 on Friday, down 1.5% but up over 40% year to date in 2025. The company reported Q3 net sales of €7.5 billion and net income of €2.1 billion, with strong demand for EUV tools. Management guided Q4 sales between €9.2 billion and €9.8 billion and expects 2026 revenue to at least match 2025. Trading remains volatile amid AI demand and geopolitical risks.
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 closed at $131.57 on November 21, down sharply from its 52-week high but well above its IPO price. New 13F filings show Franklin Resources, Handelsbanken Fonder, and Ensign Peak Advisors all increased their stakes in Q2. The stock’s market cap stands near $140 billion, with high volatility and average daily volume above 6 million shares. Regulatory scrutiny in South Korea and a new Nvidia partnership remain in focus.
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

TSMC closed Friday at $275.01, down 0.9%, with a market cap near $1.43 trillion, ranking it eighth globally. Chair C.C. Wei and former chair Mark Liu received the semiconductor industry’s top Noyce Award on November 22. The company remains under scrutiny after reports of a 2nm technology leak involving a former executive who joined Intel. TSMC shares are up about 42% year to date.
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

AMD shares traded at $200–$205 on November 22, 2025, after more than doubling year-to-date and briefly topping $250. Q3 revenue reached $9.2 billion, up 36% from a year earlier, driven by strong data center and AI demand. The new Instinct MI350 AI GPUs launched in June, targeting Nvidia’s dominance in the AI data center market. Investors are watching MI350 adoption rates at major cloud providers through year-end.
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

Nvidia posted record earnings and strong guidance, but the PHLX Semiconductor Index (SOX) fell into correction territory, closing Friday near 6,400—down 13% from its October peak. The index lost about 3–4% for the week and 5% for the month, as “AI bubble” fears drove broad selling in chip stocks across global markets.
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 shares fell 4% to around $193 by late morning Friday, extending a two-day slide triggered by management’s warning that capital spending will need to rise further to meet AI memory demand. The stock is down about 15% over the past 10 sessions but remains up over 130% year-to-date. Micron’s Q1 2026 results are due December 17.
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

TSMC shares fell 3.2% to $268.60 in U.S. trading Friday, tracking a broad chip sector pullback despite CEO C.C. Wei reaffirming a major U.S. expansion and ongoing AI demand. The stock remains up about 40% year-to-date but sits 13% below its 52-week high. TSMC’s market cap stands near $1.44 trillion. Wei said the Arizona fab is central to a $165 billion U.S. investment plan.
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

UBS raised its price target for Micron Technology to $275, citing fully booked high-bandwidth memory capacity through 2026 and tight supply. Shares traded around $220 Thursday, down 2.5% on the day but up over 170% year to date. Executives warned of higher capital spending at an RBC conference, unsettling some investors. UBS projects FY2026 EPS of $16–17 per share.
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 shares rose 3% Thursday to around $354 after launching Brocade Gen 8 storage-networking products aimed at AI data centers. The stock is up over 110% in the past year, with a market cap near $1.7 trillion. Vanguard now holds 10.28% of shares, as institutional investors remain dominant. The new products offer 128G performance and quantum-safe encryption, with OEM partners set to ship solutions in coming quarters.
20 November 2025
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AMD Stock Today, November 19, 2025: AI Mega-Deals, New MI430X GPU and Valuation Jitters Ahead of Nvidia Earnings

AMD Stock Today, November 19, 2025: AI Mega-Deals, New MI430X GPU and Valuation Jitters Ahead of Nvidia Earnings

AMD shares fell 3.6% to around $221.89 on November 19, 2025, despite announcing a new AI data-center joint venture with Cisco and Saudi-backed HUMAIN. The partners plan a 100-megawatt facility in Saudi Arabia, fully contracted to Luma AI, with ambitions to expand to 1 gigawatt across multiple regions by 2030. Trading volume topped 27 million shares, outpacing recent averages.
19 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

Qualcomm (QCOM) Stock Falls as Patent Suit, Alphawave Deal Filings and AI Chip Rollouts Define November 17, 2025

Qualcomm shares fell 4.2% to $166.75 Monday, marking a third consecutive decline amid a broader tech selloff and new regulatory filings tied to its $2.4 billion Alphawave Semi acquisition. A fresh patent lawsuit was filed in U.S. court, alleging Snapdragon and X Series chips infringe three additional patents. Trading volume topped 10 million shares. Qualcomm has not commented on the latest legal action.
18 November 2025
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Micron (MU) Stock Hits Record Highs on AI Frenzy – Analysts See More Upside Ahead

Micron Technology (MU) Stock Today: Closes at $246.83 on Nov. 14, 2025 as Memory Price Shock Lifts Chipmakers

Micron Technology shares closed up 4.17% at $246.83 Friday after Samsung raised DDR5 memory contract prices by up to 60% since September, signaling a deepening global shortage. The stock traded near $247.80 after hours. Morgan Stanley named Micron its “Top Pick” and lifted its price target to $325, citing strong memory pricing and AI-driven demand.
14 November 2025
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Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Nvidia shares fell sharply November 14, extending recent losses as global tech stocks slid on renewed fears over high valuations and slower Fed rate cuts. Investors are focused on Nvidia’s earnings due November 19, seen as a key test for the AI sector. Morgan Stanley raised its price target on Nvidia despite the volatility. Market researchers still forecast 16% annual chip market growth, citing strong AI and data center demand.
14 November 2025
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Applied Materials (AMAT) Stock Slides as China Export Curbs Cloud Outlook Despite Q4 2025 Earnings Beat

Applied Materials (AMAT) Stock Slides as China Export Curbs Cloud Outlook Despite Q4 2025 Earnings Beat

Applied Materials reported fiscal Q4 2025 revenue of $6.8 billion, beating estimates but down 3% year over year. Shares fell 5–7% on November 14 after management warned of weaker China demand and a $600 million revenue hit from new U.S. export controls expected in 2026. Full-year revenue reached a record $28.37 billion. Non-GAAP EPS for Q4 was $2.17, topping consensus.
14 November 2025
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Broadcom’s $10B AI Chip Deal Ignites Stock Surge – What’s Powering This Tech Giant’s Boom

Broadcom (AVGO) Stock Today, November 13, 2025: AI Selloff Slams Shares Despite Strong Cloud and Chip Momentum

Broadcom shares closed near $340 Thursday, down about 4.3%, after a steep tech and AI sector selloff erased roughly $90 billion from its market value at one point. Intraday losses reached as much as 7% before a partial rebound. Trading volume topped 22 million shares, well above average. The drop came despite record Q3 revenue and new VMware Cloud Foundation initiatives.
14 November 2025
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Baidu unveils M100 & M300 AI chips and ‘natively multimodal’ ERNIE 5.0 at Baidu World 2025, plus new ‘Tianchi’ supernodes

Baidu unveils M100 & M300 AI chips and ‘natively multimodal’ ERNIE 5.0 at Baidu World 2025, plus new ‘Tianchi’ supernodes

Baidu unveiled two new AI chips, Kunlunxin M100 and M300, and introduced Tianchi supernode systems at its annual Beijing conference Thursday. The company also launched ERNIE 5.0, a multimodal AI model handling text, image, and video. The M100 targets inference, while the M300 supports both training and inference. Tianchi clusters will use hundreds of domestic chips to offset U.S. export curbs.
13 November 2025
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Stock Market Today

  • Dollar Hits 13-Month High on Hawkish Fed Speculation While Gold Declines
    June 25, 2026, 9:55 AM EDT. The dollar index rose 0.20% on Wednesday, reaching a 13-month high amid speculation of tighter U.S. Federal Reserve (Fed) policy. The Fed's hawkish stance signals potential interest rate increases later this year, driving the dollar's strength. U.S. May new home sales fell unexpectedly by 7.3%, weakening some dollar gains. The euro dropped 0.25% to a one-year low, pressured by dovish European Central Bank (ECB) comments, but gained later after hawkish ECB signals and stronger German business confidence data. The yen weakened as Bank of Japan (BOJ) officials signaled cautious policy tightening, raising concerns about lagging monetary normalization. Currency markets watch for potential interventions as U.S. and Japanese officials discuss coordinated actions. Overall, market expectations tilt toward higher rates in both the U.S. and Europe, bolstering the dollar and weighing on gold prices.

Latest News

SanDisk rally faces AI memory test after Micron earnings

Sandisk Move Impacts Micron Rally and Nasdaq-100 ETF Math

25 June 2026
Sandisk (NASDAQ:SNDK) surged 15.3% premarket to $2,206.75 after Micron’s strong memory outlook, adding about $940 million to QQQ’s Sandisk stake and boosting the ETF by 20 basis points; Citi raised its SNDK price target to $2,500, citing tight NAND supply, but analysts warn pricing power could fade if supply rebounds.
JPMorgan CEO search focuses on two divisions behind 85% of Q1 net

JPMorgan CEO search focuses on two divisions behind 85% of Q1 net

25 June 2026
JPMorgan Chase named Doug Petno and Troy Rohrbaugh co-presidents, giving them oversight of units generating 85% of Q1 net income; the board approved $100 million in retention RSUs for four top executives with a 12% ROTCE hurdle, and plans to raise the dividend and launch a $50 billion buyback, with shares quoted at $333.45 before the U.S. open.
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