Chipmakers set to end 2025 higher as investments in AI persist despite widespread fears of a bubble
Benchmark Philadelphia Semiconductor Index (.SOX) set to close over 43% higher; its third consecutive year of gains
AI bellwether Nvidia (NVDA.O) on track to gain ~40%; custom AI chip designer Broadcom (AVGO.O) headed for 50% annual rise
Nvidia rival AMD (AMD.O) set to close ~80% higher, as customer base expands and new launches accelerate
Intel (INTC.O) on track for 86% annual increase, following 60% drop in 2024, as new investments from the U.S. Government, Nvidia and SoftBank Group (9984.T) help shore up finances
Memory chipmaker Micron (MU.O) on track to rise nearly 250%, as AI demand-linked global memory shortage boosts investor sentiment
Smartphone semiconductor designer Qualcomm (QCOM.O) set for 13% rise on improving end-market demand
“AI still in fashion”- Jefferies analysts say in outlook note for 2026

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Chipmakers are projected to see significant gains in 2025, driven by ongoing investments in AI despite bubble concerns. The Philadelphia Semiconductor Index is expected to close over 43% higher, marking its third consecutive year of gains. Nvidia is on track for a ~40% increase, while Broadcom anticipates a 50% rise. AMD could close ~80% higher, and Intel is set for an 86% increase. Micron may rise nearly 250% due to AI demand, and Qualcomm is expected to see a 13% rise. Analysts from Jefferies note that AI remains a strong focus for investors.

- The Philadelphia Semiconductor Index is expected to close over 43% higher in 2025, marking its third consecutive annual gain.  
- Major chipmakers like Nvidia, AMD, Intel, and Micron are projected to experience substantial annual increases driven by sustained investments in AI and improving market conditions.  
- Analysts from Jefferies suggest that AI remains a strong focus for investors despite concerns about potential market bubbles.

BUZZ-Chipmakers set to log 2025 gains as AI rally persists despite bubble fears