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

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

LSE:AIP·NASDAQ:ASML·NASDAQ:MU·NASDAQ:QCOM·NASDAQ:TSM·Semiconductors

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

TechStock² Updates

UiPath Shares Edge Down 1% Ahead of Results With 29% Short Interest as $1.93 Billion ARR Comes Into Focus

Marvell Shares Drop 10.3%, Wiping Out $22 Billion Amid Google Revenue Delay to 2029

Ambev Shares Slide 0.7%, 30 Million Shares Test 31.6% Margin Rebound

Coeur Mining Stock Falls 4.9%, Erasing $1.1 Billion as Metals Slide

B2Gold Reports Masbate Fatality After Stock Falls 2.9%; Production Continues

IREN Shares Drop 12.5% With $4 Billion AI Expansion Pushing Up Against $6.4 Billion Financing Hurdle

NVIDIA Sheds 4.6% and Loses $252 Billion in Value as Margin Concerns Emerge Over Memory Prices

SpaceX Shares Edge Up 0.5% with $1.86 Trillion Value as Quarterly Capex Hits $18.4 Billion

Intel Shares Drop 2.9%, Remain 5.8% Under $95 Offering as Company Delivers 25% Revenue Gain

PG&E Shares Drop 7.5%, Wiping Out $3 Billion After Delay to California Wildfire Shield

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