3 Semiconductor Stocks Soaring Amid Trade Tailwinds
AMDAMD(US:AMD) Schaeffers Investment Research·2025-10-27 13:59

Group 1: U.S.-China Trade Deal Impact - The establishment of a "framework" for a U.S.-China trade deal has positively influenced the VanEck Semiconductor ETF (SMH), which is up 2% and reached a record high of $358.21, alleviating concerns over a potential 100% tariff on China exports [1] Group 2: Company Performance - Advanced Micro Devices Inc (AMD) shares increased by 1.1% to $255.75, achieving a record high of $258.66, and are now 110% higher year to date, following a bullish trend initiated by a significant OpenAI-driven gap on October 6 [2] - Broadcom Inc (AVGO) stock rose by 2.2% to $361.41, nearing its record high of $374.23 from September 11, and is up 55.8% year to date, supported by its ascending 50-day moving average [2] - Micron Technology Inc (MU) reached a record high of $224.98 and is currently trading at $221.74, with a price target increase from Citigroup to $275 from $240; the stock is up 164% year to date and has maintained its position above the 20-day moving average since September 3 [3]