Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts
Nvidia signed a non-exclusive inference licensing deal with Groq, hiring its founder and president as Groq names a new CEO. Intel’s foundry business faces scrutiny after Nvidia halted evaluation of its 18A process. Micron raised its 2026 capex forecast, citing tight AI memory supply. Equipment spending projections rose again as investors track U.S.–China policy risks and possible Nvidia shipments to China.