Shares of Taiwan Semiconductor Manufacturing Co. (TSM) edged lower in mid-day trade on Friday after a surge in pre-market session, while other semiconductor stocks headed higher. However, according to a report by TheFly,

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO),

Barclays analyst Simon Coles maintained a Buy rating on ASML Holding NV (0QB8 – Research Report) today and set a price target of €900.00. The

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Barclays analyst Thomas O’Malley maintained a Buy rating on Broadcom (AVGO – Research Report) today and set a price target of $260.00. The

Semiconductor companies in Europe pointed to growing appetite for artificial intelligence in recent months, a development that stands in stark contrast with sluggish demand for chips in electric vehicles and industrial machinery.

The recovery came after US chipmaker Nvidia closed up 9 per cent on Tuesday, recouping some of the heavy losses that wiped $600bn off its market capitalisation at the start of the week, when investors fretted over the threat from China’s DeepSeek to the US supremacy in artificial intelligence.

Barclays PLC cut its holdings in shares of Silicon Motion Technology Co. (NASDAQ:SIMO – Free Report) by 60.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,199 shares of the semiconductor producer’s stock after selling 1,

Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector.

On January 17, Barclays analyst Tom O’Malley increased ... and highlighted the company’s strong position in the semiconductor sector. The firm’s 2025 outlook focuses on artificial ...

Suppose in January 2015 you had the foresight or luck to identify semiconductor stocks as the next "big play" of the decade. Perhaps you saw their potential in powering advanced graphics ...