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Semiconductors 29 November 2025 - 7 December 2025

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+1
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 is one of the most closely watched vehicles for betting on the semiconductor and artificial‑intelligence 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 | VanEck+1
‘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 initial public offering.The Outpost+2Moneycontrol+2
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
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

As of the close on December 3, 2025, NXP Semiconductors N.V. 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.
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 Technology, Inc. is back in the spotlight on December 3, 2025, after a fresh wave of news and analyst updates hit the stock in a single trading day. Shares are trading around $233–234, down roughly 2.5% from yesterday’s close near $239.50, as investors digest Micron’s decision to exit its Crucial consumer-memory business and a flurry of new forecasts from major banks and research firms. MarketBeat
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 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
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. 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
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