The semiconductor boom isn’t slowing down. Demand is exploding across AI, cloud and data centers, and this earnings season proved it. Several chip makers just posted incredible results and one company in particular delivered a blowout quarter tied to massive hyperscaler demand.
3 extracted signals · 3 resolved · 0 still active
MarketBeat12 Dec 2025, 03:30 UTC
AI-generated source summary
The semiconductor industry is experiencing strong demand, driven primarily by the AI revolution and the need for new data centers. The market recently saw a 5% pullback in the S&P 500 in November, which was followed by a spectacular rally into year-end, fueled by expectations of a Fed interest rate cut. The semiconductor sector has outperformed the broader market, with the SPDR S&P Semiconductor ETF (XSD) reaching new highs after a sharp V-shaped recovery in November. Three key semiconductor stocks are highlighted. Credo Technology Group (CRDO) provides reliable plug-and-play copper connections optimized for seamless data operation, replacing traditional copper cabling in new data centers. The stock recently spiked from $180 to over $210 after a blowout quarter but has pulled back to around $157. This pullback is seen as an attractive entry point, with expectations to retest previous highs. A notable risk is Amazon's significant revenue contribution (over 55%) to Credo through AWS Cloud. Wall Street firms are raising price targets, with Bank of America boosting its target to $240. Lam Research (LRCX) manufactures the machinery used to fabricate semiconductor chips, making it an indispensable part of the semiconductor ecosystem. Considered a long-term investment rather than a trade, Lam Research has been a favored stock for over three years and continues to show strong money flow, indicating institutional buying. Despite being near all-time highs, it remains attractive, especially after recent minor pullbacks. Taiwan Semiconductor Manufacturing (TSM) acts as a foundry, manufacturing chips for major companies like NVIDIA, AMD, and Apple. The company expects significant business growth of about 35% in the coming year. TSMC is also diversifying its manufacturing base by building chip plants in the US, a strategic move to align with national policies and mitigate geopolitical risks. All three stocks currently hold bullish ratings on the Power Gauge system.
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