Today: 6 February 2026
Subscribe
Browse Category

Semiconductor Industry News 29 December 2025 - 1 January 2026

Sandisk sets Jan. 29 earnings date; SNDK dips after-hours as NAND outlook comes into focus

Sandisk sets Jan. 29 earnings date; SNDK dips after-hours as NAND outlook comes into focus

NEW YORK, December 31, 2025, 19:48 ET Sandisk Corp said it will report fiscal second-quarter results on Jan. 29, 2026, and host an earnings conference call at 1:30 p.m. Pacific time (4:30 p.m. ET), with a live webcast and replay available online. Business Wire Shares of the Nasdaq-listed flash-memory maker were down about 1.2% at $237.38 in after-hours trading on Wednesday, with Western Digital, Seagate Technology and Micron Technology also lower. Traders have been sizing up year-end profit-taking after Sandisk’s outsized 2025 run, with investors focused on whether NAND flash — memory chips used in solid-state drives — can maintain
1 January 2026
·····
Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

Nvidia stock today: NVDA slips late after report flags surge in China H200 orders and TSMC talks

NEW YORK, December 31, 2025, 4:11 PM ET — After-hours Nvidia shares edged lower on Wednesday after a Reuters report said the chipmaker has approached Taiwan Semiconductor Manufacturing Co to boost production of its H200 artificial intelligence chips to meet resurgent demand from China. The stock was down 79.5 cents, or 0.4%, at $186.75 in late trade. Reuters The report matters because China has been a swing market for Nvidia’s data-center chips, and any shift in export rules can quickly reshape demand and supply. It also underscored how tight the global pipeline remains for top-end AI processors as cloud and
31 December 2025
·····
Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

Nvidia stock slips premarket as Reuters flags huge China H200 orders and TSMC supply talks

NEW YORK, December 31, 2025, 06:53 ET — Premarket Nvidia (NVDA.O) shares fell 0.3% to $187.54 in premarket trading on Wednesday after Reuters reported the company has approached Taiwan Semiconductor Manufacturing Co about expanding output of its H200 artificial intelligence chips to meet rising demand from Chinese customers. Reuters The report matters now because it puts China demand back at the center of the Nvidia trade just as supply remains tight across AI hardware. At the reported pricing, the order pipeline would translate into roughly $54 billion in potential sales, assuming approvals and deliveries. It also sharpens a familiar risk-reward
31 December 2025
······
Applied Materials stock snaps 7-day rally as China pushes “50% domestic tools” rule

Applied Materials stock snaps 7-day rally as China pushes “50% domestic tools” rule

NEW YORK, December 30, 2025, 21:50 ET — Market closed Applied Materials, Inc. shares ended Tuesday down 1.17% at $259.97, snapping a seven-day winning streak for the chip-equipment maker. MarketWatch The move matters as investors head into the final trading day of 2025 with China policy and U.S. export controls back in focus for semiconductor tool suppliers. Applied makes chipmaking equipment — the high-precision tools used to deposit and remove materials on silicon wafers — a market where China remains a key buyer even as restrictions tighten. Reuters+1 After the close, Reuters reported that Chinese authorities are requiring chipmakers to
31 December 2025
······
Marvell stock rises today as Fed minutes loom — and a CES CEO chat is next

Marvell stock rises today as Fed minutes loom — and a CES CEO chat is next

NEW YORK, December 30, 2025, 13:29 ET — Regular session Marvell Technology (MRVL) shares rose 1.1% to $86.74 in early afternoon trading on Tuesday, after swinging between $85.58 and $88.07. The move matters because Marvell sits in the center of spending on AI data centers, an area where budgets and valuations tend to react quickly when interest-rate expectations shift. Traders were also bracing for thin, year-end liquidity, which can amplify intraday moves. Reuters Investors also have a near-term company catalyst: a Jan. 6 CES fireside chat hosted by J.P. Morgan with Marvell CEO Matt Murphy, the company’s investor relations calendar
30 December 2025
····
Micron stock hovers near $300 as CFO filing surfaces and year-end chip rally holds

Micron stock hovers near $300 as CFO filing surfaces and year-end chip rally holds

NEW YORK, December 30, 2025, 09:35 ET — Regular session Micron Technology, Inc. (MU) shares were up 0.3% at $295.26 in early trade on Tuesday, holding near the highs reached in the final week of the year. The stock closed Monday at $294.37 after a 3.36% jump. StockAnalysis The move matters because Micron is a bellwether for memory-chip pricing, a key cost in everything from smartphones to cloud servers. Investors have been using Micron’s stock as a read on whether demand from artificial-intelligence data centers is still tightening supplies. Year-end flows can exaggerate intraday swings, and semiconductor names can move
30 December 2025
·····
Analog Devices stock slips into year-end as chip shares cool; Fed minutes and ADI earnings on deck

Analog Devices stock slips into year-end as chip shares cool; Fed minutes and ADI earnings on deck

NEW YORK, December 29, 2025, 10:34 PM ET — Market closed Analog Devices Inc shares fell 0.44% to close at $275.63 on Monday, tracking a softer session for semiconductors and the broader U.S. market. Texas Instruments dropped 0.67% and NXP Semiconductors slid 1.08%, while the S&P 500 ended down 0.35%. MarketWatch The late-December drift matters because thin, year-end trading can magnify price moves even when company news is scarce. “In light volume trading, we’re seeing a reversal of what we saw over the last couple of days,” said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management. Reuters For
30 December 2025
·····
Qualcomm stock slips as chip sector cools; QCOM investors eye Feb. 4 earnings

Qualcomm stock slips as chip sector cools; QCOM investors eye Feb. 4 earnings

NEW YORK, December 29, 2025, 22:10 ET — Market closed QUALCOMM Incorporated (NASDAQ: QCOM) shares fell 0.8% to close at $173.43 on Monday, after trading between $175.19 and $172.79. StockAnalysis The move matters because chip stocks often magnify shifts in risk appetite, and investors have been quick to adjust exposure into the final sessions of the year. Qualcomm is closely tracked as a bellwether for high-end smartphones and related wireless demand. U.S. stocks ended lower on Monday, with the Nasdaq down 0.5% and the S&P 500 off 0.35%, while Treasury yields eased as investors recalibrated expectations for Federal Reserve rate
30 December 2025
·····
Texas Instruments stock dips as Weebit Nano ReRAM license lands — what TXN investors watch next

Texas Instruments stock dips as Weebit Nano ReRAM license lands — what TXN investors watch next

NEW YORK, December 29, 2025, 13:55 ET — Regular session Texas Instruments shares fell 0.8% to $175.49 in afternoon trading on Monday after Weebit Nano said it licensed its resistive random access memory (ReRAM), a type of non-volatile memory that retains data without power, to the chipmaker. “We are excited to collaborate with Weebit Nano to integrate ReRAM memory technology into our process technologies and products,” Amichai Ron, senior vice president of TI Embedded Processing, said. Weebit The deal matters because chipmakers are looking for alternatives to embedded flash memory as they pack more features into smaller chip designs and
29 December 2025
·····
Intel stock ticks higher after Nvidia’s $5 billion stake is finalized

Intel stock ticks higher after Nvidia’s $5 billion stake is finalized

NEW YORK, December 29, 2025, 11:19 ET — Regular session Intel Corp (INTC.O) shares edged higher on Monday after the chipmaker disclosed that Nvidia (NVDA.O) has completed a $5 billion purchase of newly issued Intel stock. Intel The closing matters because it turns a headline partnership into cash on Intel’s balance sheet at a time the company is spending heavily and trying to regain momentum in PCs and data-center processors. Reuters It also crystallizes a key trade-off for existing shareholders: the stock was sold at a fixed $23.28 per share, far below Intel’s current trading level, increasing dilution even as
29 December 2025
······
Texas Instruments stock in focus after Weebit Nano lands ReRAM licensing deal

Texas Instruments stock in focus after Weebit Nano lands ReRAM licensing deal

NEW YORK, December 28, 2025, 22:25 ET — Market closed Texas Instruments (TXN.O) shares are likely to be in focus when U.S. markets reopen on Monday after memory-technology firm Weebit Nano (WBT.AX) said it licensed its ReRAM technology to the chipmaker. GlobeNewswire+1 TI shares last closed down about 0.1% at $176.88 on Friday. Texas Instruments Investor Relations The agreement matters because it targets memory inside “embedded processing” chips — the microcontrollers and other small processors that run equipment in factories, cars and consumer devices. Those chips need non-volatile memory, which retains data even when power is off. GlobeNewswire+1 Weebit said
29 December 2025
······
Micron stock cools off near highs as traders eye Fed minutes and AI-memory rally

Micron stock cools off near highs as traders eye Fed minutes and AI-memory rally

NEW YORK, December 28, 2025, 18:15 ET — Market closed Micron Technology (MU) shares ended the last U.S. trading session down 0.6% at $284.79. Yahoo Finance The move matters now because Micron has been one of the market’s clearest expressions of the rebound in AI-linked chip trades, with investors leaning on expectations that memory prices stay firm as data-center demand rises. Reuters+1 Macro risks have also moved back to the front of the screen, with minutes from the Federal Reserve’s Dec. 9-10 meeting due Tuesday and traders focused on the path of interest rates into 2026. Reuters Wall Street closed
29 December 2025
···
1 … 19 20 21 22 23 … 37

Latest News

Go toTop