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Semiconductor Industry News 25 December 2025 - 26 December 2025

TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

Taiwan Semiconductor Manufacturing Company Limited (TSMC) sits at the center of a strange modern triangle: AI demand, industrial policy, and geopolitics. On Dec. 26, 2025, that triangle is very much on display in the way investors are pricing (and re-pricing)
26 December 2025
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NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

December 26, 2025 — NVIDIA Corporation (NASDAQ: NVDA) is trading around $188.61 in holiday-thinned U.S. markets, with investors juggling a familiar late-year mix: blockbuster AI demand, geopolitics, and a new headline that goes straight to the heart of the next
26 December 2025
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US-China Chip Tariffs: Trump Administration Delays New Semiconductor Duties to June 2027 After Section 301 Probe, Testing the Trump–Xi Trade Truce

US-China Chip Tariffs: Trump Administration Delays New Semiconductor Duties to June 2027 After Section 301 Probe, Testing the Trump–Xi Trade Truce

December 25, 2025 — The United States has formally moved toward new tariff action on Chinese semiconductors, but with a major twist: the tariff rate is set at 0% for now and won’t rise until June 23, 2027, giving companies
25 December 2025
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Applied Materials (AMAT) News and 2026 Outlook on Dec. 25, 2025: Record FY2025, China Export Curbs, Dividend, and Wall Street Forecasts

Applied Materials (AMAT) News and 2026 Outlook on Dec. 25, 2025: Record FY2025, China Export Curbs, Dividend, and Wall Street Forecasts

December 25, 2025 (Thursday) — Applied Materials, Inc. is closing out the year with a familiar paradox: strong financial performance driven by AI-era semiconductor demand, paired with real policy-driven friction tied to U.S.-China export controls. With U.S. equity markets closed
25 December 2025
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Lam Research (LRCX) News Today: New 52‑Week High, Analyst Price Targets, CEO Stock Sale, and 2026 Semiconductor Equipment Forecasts

Lam Research (LRCX) News Today: New 52‑Week High, Analyst Price Targets, CEO Stock Sale, and 2026 Semiconductor Equipment Forecasts

December 25, 2025 — With U.S. markets closed for Christmas Day and trading having ended early on Christmas Eve, investors are using the holiday pause to take stock of one of the semiconductor equipment sector’s strongest momentum names: Lam Research
25 December 2025
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Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology, Inc. (NASDAQ: MU) is closing out 2025 at the center of one of the most consequential themes in semiconductors: the AI-driven memory squeeze. Over the past week, the memory maker delivered record fiscal Q1 2026 results, issued a
25 December 2025
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AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

Advanced Micro Devices, Inc. (NASDAQ: AMD) heads into the final week of 2025 with two narratives pulling investor attention in opposite directions: accelerating demand for AI infrastructure outside the hyperscalers—and tightening, politically charged rules around what high-end compute can be
25 December 2025
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Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

December 25, 2025 — U.S. markets are closed for Christmas, but the semiconductor sector enters the holiday break with momentum, fresh AI-driven headlines, and a growing stack of 2026 forecasts that are increasingly shaping how investors think about chip stocks.
25 December 2025
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ASML Stock News Today (Dec. 25, 2025): High-NA EUV Momentum, China Headlines, and What Analysts Expect Next

ASML Stock News Today (Dec. 25, 2025): High-NA EUV Momentum, China Headlines, and What Analysts Expect Next

Updated: December 25, 2025 ASML Holding N.V. (NASDAQ: ASML, Euronext Amsterdam: ASML) sits at the center of the global semiconductor supply chain—so when the company shows up in geopolitics, industrial policy, and AI capex forecasts at the same time, the
25 December 2025
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Intel Stock (INTC) Outlook for 2026: Nvidia’s 18A Pause, U.S. Government Stake, and Analyst Forecasts (Dec. 25, 2025)

Intel Stock (INTC) Outlook for 2026: Nvidia’s 18A Pause, U.S. Government Stake, and Analyst Forecasts (Dec. 25, 2025)

U.S. markets are closed for Christmas Day, but Intel Corporation (NASDAQ: INTC) is still very much “open for debate” in investors’ heads. The stock is ending 2025 as one of the market’s most dramatic turnaround stories—and also one of its
25 December 2025
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