Semiconductor Industry News 25 December 2025

Intel Stock (INTC) Weekend Update: Market Closed as Foundry Execution, AI Partnerships, and 2026 Analyst Targets Take Center Stage

NEW YORK, Dec. 28, 2025, 1:28 a.m. ET — Market closed. Intel Corporation shares head into Monday’s reopening with investors balancing a powerful 2025 rally against the same question that has stalked the stock for years: can Intel translate ambitious

28 December 2025

Investment Analysis·Semiconductor Industry·Stock Market·Technology News

Qualcomm Stock (QCOM) Holds Near $175 Into the Weekend as Markets Close; Analysts Watch Premium Phones, PC Chips and Fed Minutes

NEW YORK, Dec. 27, 2025, 4:06 p.m. ET — Market closed Qualcomm Incorporated (NASDAQ: QCOM) heads into the weekend with U.S. stock markets shut, after the shares finished Friday’s regular session essentially flat and trading activity remained thin in the

27 December 2025

Financial News·Investing·Semiconductor Industry·Stock Market·Technology

AI Stocks Weekend Update: Nvidia’s Groq Deal, HBM4 Memory Race, and the AI Infrastructure Spending Wave to Watch Before Monday

NEW YORK, Dec. 27, 2025, 12:11 p.m. ET — Market closed (U.S. exchanges shut for the weekend) Wall Street is heading into the final full trading stretch of 2025 with artificial intelligence stocks still setting the tone across chips, cloud,

27 December 2025

AI Stocks·Investment Strategies·Market Analysis·Semiconductor Industry·Technology News

Lam Research Stock (LRCX) Climbs to Record Close as AI-Driven Chip Equipment Cycle Stays in Focus—What Investors Should Watch Before Monday

NEW YORK, Dec. 27, 2025, 10:39 a.m. ET — Market closed Lam Research Corporation (NASDAQ: LRCX) heads into the final full trading week of 2025 with momentum firmly on its side after finishing Friday’s quiet, post-Christmas session near record territory—at

27 December 2025

AI Technology·Financial News·Investment Tips·Semiconductor Industry·Stock Market

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

Company News·Financial Forecasts·Investment Analysis·Semiconductor Industry·Stock Market

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

Investment Analysis·Nvidia News·Semiconductor Industry·Stock Market·Technology

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

Semiconductor Industry

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

Company Earnings·Global Trade·Investment Strategies·Semiconductor Industry·Stock Market Analysis

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

Company Analysis·Market Forecasts·Semiconductor Industry·Stock Market News

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

AI Trends·Financial Analysis·Semiconductor Industry·Stock Market·Technology

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

AI Technology·AMD News·Investment Analysis·Semiconductor Industry·Stock Market

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

Corporate Deals·Market Forecasts·Semiconductor Industry·Stock Market·Technology News

Semiconductor Industry News 25 December 2025 - 28 December 2025