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Semiconductor Industry News 30 December 2025 - 1 January 2026

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

NEW YORK, January 1, 2026, 09:33 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about boosting production of its H200 artificial-intelligence chips as demand from Chinese technology companies surges, sources told Reuters. Nvidia shares last closed down about 0.5% at $186.50. MarketScreener The report matters now because it puts China back in focus as a swing market for Nvidia’s 2026 chip shipments. Beijing has yet to greenlight any H200 imports, even as the Trump administration recently allowed exports of the chip to China under a licensing framework, Reuters said. MarketScreener+1 It also underscores a supply squeeze risk
1 January 2026
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Qualcomm stock slides into the New Year as chip shares cool — what investors watch next

Qualcomm stock slides into the New Year as chip shares cool — what investors watch next

NEW YORK, January 1, 2026, 05:07 ET — Market closed QUALCOMM Incorporated shares ended the last trading day of 2025 lower as chip stocks slipped with a broader year-end pullback. The decline matters because investors often reset positions at the turn of the calendar, and semiconductors were among the most crowded trades in 2025. For Qualcomm, the next catalyst is not another holiday-thin session. It is the first wave of January economic data and the company’s next update on demand for smartphone chips and licensing. Qualcomm (QCOM) fell $2.59, or 1.5%, to $171.05 on Wednesday. The shares traded between $170.88
1 January 2026
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KLA stock slides 2% in year-end trade as chip-equipment names fade; what investors watch next

KLA stock slides 2% in year-end trade as chip-equipment names fade; what investors watch next

NEW YORK, December 31, 2025, 21:12 ET — Market closed. KLA Corp shares (KLAC) fell 2.3% to $1,215.08 on Wednesday, tracking a pullback in semiconductor equipment stocks in thin year-end trading. The move matters because KLA is widely watched as a read-through on chipmakers’ spending, and the sector has been sensitive to interest-rate swings. Higher yields can pressure long-duration growth stocks — companies whose valuations lean heavily on future earnings. Reuters Treasury yields moved higher after new U.S. jobless claims unexpectedly fell, reinforcing a “higher-for-longer” rates debate heading into 2026. Initial claims dropped by 16,000 to 199,000 for the week
1 January 2026
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Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

NEW YORK, December 31, 2025, 21:07 ET — Market closed Applied Materials shares fell 1.1% to $256.99 on Wednesday, extending a two-day slide into the year’s final session as chip-equipment stocks tracked policy-driven headlines out of China. China is requiring chipmakers to use at least 50% domestically made equipment for any new semiconductor manufacturing capacity, Reuters reported, a step that would steer orders toward local suppliers and away from foreign toolmakers. The policy is not publicly documented and is being enforced through state approval processes and procurement tenders, with officials pushing for levels above 50% and an eventual goal of
1 January 2026
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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
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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
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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
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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
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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
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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
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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
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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
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Stock Market Today

BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
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