semiconductor industry

Lam Research Corporation Stock (LRCX) News, Forecasts & Analyst Outlook for Dec. 12, 2025: AI Chip Equipment Demand Meets New Competitive and Policy Risks

Lam Research Corporation (NASDAQ: LRCX) is ending the week near record territory after a powerful run that pushed the semiconductor equipment name back into the spotlight. On Friday, Dec. 12, 2025, shares dipped modestly in early trading as investors balanced

12 December 2025

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

8 December 2025

AI Trends · Investment Analysis · NYSE:TSM · Semiconductors · Stock Market · TSMC

Micron (MU) Stock Jumps on AI Memory Supercycle: Crucial Exit, Japan Fab and 2026 Forecasts Explained

Date: December 8, 2025 Micron Technology (NASDAQ: MU) is back in the spotlight as one of Wall Street’s favorite AI infrastructure plays. After a volatile week driven by its decision to kill the long‑running Crucial consumer brand, the memory maker’s

8 December 2025

Artificial Intelligence · Investing · Market Analysis · NASDAQ:MU · Stocks · Technology

Intel Stock Today: Apple Foundry Rumors, $208M Malaysia Bet and a U‑Turn on NEX – What It All Means for INTC Investors (5 December 2025)

Intel Corporation (NASDAQ: INTC) is closing out 2025 as one of the market’s most dramatic turnaround stories. After being left for dead during the 2022–2024 slump, the chipmaker’s share price has roughly doubled this year, driven by massive government and

5 December 2025

Intel Analysis · Investment Strategies · NASDAQ:INTC · Semiconductor Industry · Stock Market · Technology News

Micron Technology (MU) Stock Outlook Today: AI Memory Supercycle, Crucial Exit and 2026 Price Targets — December 5, 2025

Micron Technology, Inc. (NASDAQ: MU) has become one of 2025’s defining AI winners. The memory-chip specialist is up around 170–180% year‑to‑date, as investors bet that the “AI memory supercycle” will deliver years of elevated growth, margins and cash flow. Nasdaq+1

5 December 2025

AI Trends · Investment Strategies · Market Forecasts · NASDAQ:MU · Stock Analysis · Technology News

‘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

5 December 2025

Artificial Intelligence · China Business · IPOs · Semiconductors · Technology

Micron Technology (MU) Stock on December 2, 2025: AI Memory Supercycle, $300–$338 Targets and the $9.6B Japan Bet

(SEO):Micron Technology (NASDAQ: MU) stock is riding an AI-fueled memory supercycle, with Wall Street targets up to $338, a new $9.6B HBM fab in Japan, and key earnings on December 17, 2025. Here’s what investors need to know today. Key

2 December 2025

AI Technology · Investment Strategies · Market Trends · NASDAQ:MU · Semiconductor Industry · Stock Analysis

Texas Instruments (TXN) Stock on December 1, 2025: Earnings Hangover, $60 Billion Fab Bet and What Wall Street Expects Next

Texas Instruments Incorporated (NASDAQ: TXN) heads into December 2025 as a classic “quality but controversial” semiconductor name: the business is strong, the dividend is rich, but investors are still digesting heavy spending and a weaker‑than‑hoped earnings outlook. As of the

1 December 2025

Earnings Report · NASDAQ:TXN · Semiconductor Industry · Stock Market · Technology Investing · Wall Street Insights

Intel Stock on December 1, 2025: Apple Foundry Rumors, Trade‑Secret Drama and What’s Next for INTC

Intel Corporation (NASDAQ: INTC) is closing out 2025 as one of the most talked‑about semiconductor stocks on Wall Street. After a year of aggressive restructuring, a surprise earnings rebound and a powerful rally, fresh headlines on Apple foundry rumors, AI

1 December 2025

Intel · Investment Analysis · Semiconductor Industry · Stock Market · Technology News

TSMC Sues Ex-Executive Now at Intel as Taiwan Probes Alleged 2nm Trade‑Secret Leak

Intel CEO Lip‑Bu Tan dismisses leak claims as “rumor and speculation” while Taiwanese authorities treat the case as a national‑security issue. A lawsuit in the middle of the chip race Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s leading contract chipmaker,

25 November 2025

Business · Legal News · NASDAQ:INTC · NYSE:TSM · Semiconductor Industry · Technology · Trade Secrets

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

TAIPEI — November 10, 2025 At a glance October by the numbers: a record high with cooler growth TSMC reported NT$367.47 billion in consolidated revenue for October, a fresh record and an 11% sequential rise. On a yearly basis, sales

10 November 2025

AI Trends · Financial Reports · NYSE:TSM · Semiconductors · Smartphone Market · Technology News

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

China Slams the Door on Foreign AI Chips — and Dangles ‘Half‑Price’ Power for Homegrown Silicon: What It Means for Nvidia, AMD, Alibaba and the AI Arms Race

Key facts (Nov 5, 2025 and the last few days) What happened — and why it matters Beijing’s new line in the sand. China has issued guidance requiring any AI data center that receives state funding to deploy only domestic

5 November 2025

Artificial Intelligence · China Technology · Global Trade · Market Analysis · Semiconductor Industry