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Semiconductor Industry News 20 December 2025 - 22 December 2025

AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

AI Stocks Today (22.12.2025): Nvidia’s China Chip Pivot, Micron’s AI Memory Boom, Broadcom Margin Jitters, and Oracle’s TikTok Surprise

Monday, 22 December 2025 (22.12.2025) opens the holiday-shortened trading week with AI stocks back in the driver’s seat—but with the kind of “two steps forward, one geopolitical step sideways” energy that has defined much of 2025’s tech tape. Over the
22 December 2025
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Sandisk (SNDK) Stock Week Ahead: AI-Driven NAND Tightness, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Sandisk (SNDK) Stock Week Ahead: AI-Driven NAND Tightness, Analyst Targets, and Key Catalysts for Dec. 22–26, 2025

Date: Sunday, December 21, 2025Ticker: Sandisk Corporation (NASDAQ: SNDK) Sandisk stock heads into the final full holiday stretch of 2025 with momentum, volatility, and a growing spotlight from both Wall Street and index investors. The latest available quote shows SNDK
22 December 2025
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KLA Corporation Stock (KLAC) Week Ahead Outlook: Analyst Upgrades, AI Equipment Forecasts, and What to Watch Dec. 22–26, 2025

KLA Corporation Stock (KLAC) Week Ahead Outlook: Analyst Upgrades, AI Equipment Forecasts, and What to Watch Dec. 22–26, 2025

Updated for the week ahead (Dec. 22–26, 2025). KLA Corporation (NASDAQ: KLAC) enters the Christmas-shortened trading week with momentum from fresh Wall Street upgrades and a strengthening top-down narrative: the AI infrastructure buildout is keeping semiconductor capital spending—especially at the
22 December 2025
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Texas Instruments Stock (NASDAQ: TXN) Week Ahead Outlook: New Sherman Fab Starts Production as Wall Street Splits on 2026 Recovery

Texas Instruments Stock (NASDAQ: TXN) Week Ahead Outlook: New Sherman Fab Starts Production as Wall Street Splits on 2026 Recovery

December 21, 2025 — Texas Instruments Incorporated (NASDAQ: TXN) heads into the Christmas-shortened trading week with investors balancing two powerful, and competing, narratives: a long-term U.S. manufacturing expansion that just hit an operational milestone, and a near-term debate about margins,
21 December 2025
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Applied Materials (AMAT) Stock Week Ahead: Holiday-Shortened Trading, AI Equipment Demand Signals, and China Export-Curb Crosswinds (Dec 22–26, 2025)

Applied Materials (AMAT) Stock Week Ahead: Holiday-Shortened Trading, AI Equipment Demand Signals, and China Export-Curb Crosswinds (Dec 22–26, 2025)

Dec. 21, 2025 — Applied Materials, Inc. (NASDAQ: AMAT) heads into a holiday-shortened trading week with its stock near recent highs, investors focused on two big, competing forces: AI-driven wafer-fab equipment demand and ongoing U.S.-China export-control uncertainty. AMAT last traded
21 December 2025
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NVIDIA Stock (NVDA) Week Ahead: China H200 Export Review, Intel Investment Clearance, and Blackwell Demand in Focus (Dec. 22–26, 2025)

NVIDIA Stock (NVDA) Week Ahead: China H200 Export Review, Intel Investment Clearance, and Blackwell Demand in Focus (Dec. 22–26, 2025)

NVIDIA Corporation (NASDAQ: NVDA) heads into the Christmas-shortened trading week with a rare mix of policy-driven upside and policy-driven risk. By Sunday, 21.12.2025, the stock’s near-term narrative has become less about “AI demand” in the abstract—and more about who can
21 December 2025
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