NASDAQ:TSM 18 December 2025

Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Global stock markets start the week at record levels following new highs on Wall Street and in Europe last Friday, though the calm appears precarious.

11 January 2026

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Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Thursday, December 18, 2025 delivered a familiar 2025 semiconductor mix: AI-driven memory tightness, rapid-fire data center roadmap shifts, fresh U.S. manufacturing momentum, and a geopolitics backdrop that’s increasingly about equipment—not just chips. Below is a comprehensive roundup of the major chip and semiconductor industry headlines reported today, with what they mean for the weeks and quarters ahead.

18 December 2025

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NASDAQ:TSM 18 December 2025 - 11 January 2026

Global stock markets hit record highs — CPI, bank earnings and a tariff ruling are next tests

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push