Semiconductor Stocks Today (Dec. 18, 2025): Micron’s AI Memory Surge Meets Nvidia Capex Jitters, TSMC Tailwinds, and Fresh China-EUV Risk
As of 5:45 a.m. ET on Thursday, Dec. 18, 2025, semiconductor stocks are setting up for another volatile session after a sharp, AI-led pullback on Wednesday — but with a major counterweight: Micron Technology’s blowout results and guidance are reviving the “AI hardware” trade in premarket action. The tug-of-war is clear: strong chip demand signals (especially AI memory) versus growing investor scrutiny of AI infrastructure spending, financing, and competition across the stack. Reuters+2Reuters+2 Below is what’s driving chip stocks right now — and what to watch at the open. Micron’s earnings jolt puts AI memory back in the driver’s seat