Semiconductor Stocks News (Dec. 20, 2025): Micron’s AI Memory Boom, Nvidia “Cheap” Valuation Calls, and the 2026 Outlook
December 20, 2025 — Semiconductor stocks are heading into the final stretch of 2025 with a familiar mix of powerful tailwinds and stubborn risks. On one side: accelerating AI infrastructure demand, a tightening memory market, and a renewed capex cycle that’s lifting chipmaking equipment makers. On the other: widening U.S.–China policy uncertainty, supply constraints in the most in-demand components (especially…