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Semiconductor Industry News 27 December 2025 - 29 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
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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
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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
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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
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Broadcom Stock (AVGO) Weekend Update: AI Chip Demand, Margin Mix, and Analyst Price Targets Ahead of Monday’s Market Open

Broadcom Stock (AVGO) Weekend Update: AI Chip Demand, Margin Mix, and Analyst Price Targets Ahead of Monday’s Market Open

NEW YORK, Dec. 28, 2025, 4:36 p.m. ET — Market closed. Broadcom Inc. (NASDAQ: AVGO) heads into the final trading week of 2025 with Wall Street still debating a familiar trade-off: booming AI infrastructure demand versus the margin pressure that can come with a richer AI revenue mix and more system-level sales. With U.S. equity markets closed for the weekend, investors are using Sunday to position for Monday’s reopening amid thin year-end liquidity, a busy macro calendar, and lingering sensitivity across high-multiple AI names. Where Broadcom stock stands heading into Monday Broadcom shares last finished regular trading at $352.13 on
28 December 2025
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KLA Stock (KLAC) Holds Near Record Levels Into the Final 2025 Trading Days as AI Chip Spending Drives Fresh Bullish Calls

KLA Stock (KLAC) Holds Near Record Levels Into the Final 2025 Trading Days as AI Chip Spending Drives Fresh Bullish Calls

NEW YORK, Dec. 28, 2025, 3:58 p.m. ET — Market Closed KLA Corporation (NASDAQ: KLAC) enters the final full trading week of 2025 with its stock hovering near record territory after a strong late-December run, as investors continue to price in a multi-year ramp in AI-driven semiconductor capital spending—particularly in the process-control and metrology tools where KLA is a global leader. With U.S. stock exchanges closed for the weekend, the next key test for KLAC arrives when trading resumes on Monday, Dec. 29, with pre-market activity beginning as early as 4:00 a.m. ET and the regular session at 9:30 a.m.
28 December 2025
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Semiconductor Stocks Outlook: Memory Chip Shortage, AI Spending Debate, and What to Watch Before Monday’s Open

Semiconductor Stocks Outlook: Memory Chip Shortage, AI Spending Debate, and What to Watch Before Monday’s Open

NEW YORK, Dec. 28, 2025, 12:37 p.m. ET — Market closed. U.S. stock markets are shut for the weekend, leaving semiconductor stocks in a familiar year-end spotlight: investors are weighing bullish AI-driven demand against fresh supply-chain strain and renewed questions about how durable the “AI trade” really is. With the next regular session set for Monday, Dec. 29, chipmakers and chip-linked ETFs are likely to take their cues from Sunday night futures and any new headlines on AI infrastructure spending, memory pricing, and Big Tech capex. CME Group+1 Where semiconductor stocks left off heading into the weekend The semiconductor complex
28 December 2025
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AMD Stock Outlook: Advanced Micro Devices (NASDAQ: AMD) Holds Near $215 Ahead of Year-End Week as China AI Chip Sales and Fed Minutes Take Center Stage

AMD Stock Outlook: Advanced Micro Devices (NASDAQ: AMD) Holds Near $215 Ahead of Year-End Week as China AI Chip Sales and Fed Minutes Take Center Stage

NEW YORK, Dec. 28, 2025, 9:52 a.m. ET — Market closed Advanced Micro Devices Inc. (AMD) stock enters the final stretch of 2025 with U.S. markets shut for the weekend and investors shifting their focus from intraday tape-watching to catalyst-spotting. AMD last traded around $214.99, essentially flat, after the post-holiday week wrapped up—keeping the chipmaker near the middle of a volatile end-of-year range where profit-taking and “buy-the-dip” interest have repeatedly traded places. The broader backdrop is still constructive, but not calm. In its latest week-ahead outlook, Reuters noted that major U.S. indexes were pushing record territory and eyeing psychologically important
28 December 2025
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Intel Stock (INTC) Weekend Update: Market Closed as Foundry Execution, AI Partnerships, and 2026 Analyst Targets Take Center Stage

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 manufacturing roadmaps into predictable execution—and durable profits—fast enough to justify the optimism? Where Intel stock left off before the weekend With U.S. exchanges shut for the weekend, Intel (NASDAQ: INTC) is effectively “on pause” after Friday’s session. The last available trade data show INTC around $36.20, with modest movement into late Friday extended-hours trading (roughly $36.12 near 7:59 p.m. ET,
28 December 2025
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Qualcomm Stock (QCOM) Holds Near $175 Into the Weekend as Markets Close; Analysts Watch Premium Phones, PC Chips and Fed Minutes

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 post-Christmas lull. Qualcomm closed at $174.81, up about 0.02% on the day, after moving within a narrow intraday range that underscored the “holiday tape” dynamic now shaping many large-cap names. MarketWatch In after-hours indications tracked by market data services, QCOM was modestly lower at $174.54 (down about 0.15%), a typical kind of drift when liquidity drops and there are no
27 December 2025
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AI Stocks Weekend Update: Nvidia’s Groq Deal, HBM4 Memory Race, and the AI Infrastructure Spending Wave to Watch Before Monday

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, and software—and with fresh headlines underscoring a key theme for 2026: AI is shifting from training to inference, and the capital required to power that transition keeps climbing. Friday’s post‑Christmas session ended close to all‑time highs on light volume, with the major indexes fractionally lower but still up on the week—an environment that often amplifies stock‑specific news, especially for megacap
27 December 2025
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Lam Research Stock (LRCX) Climbs to Record Close as AI-Driven Chip Equipment Cycle Stays in Focus—What Investors Should Watch Before Monday

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 a time when the broader market is “catching its breath” but still hovering close to all-time highs. Reuters With U.S. exchanges closed for the weekend, the key question for investors is whether Lam’s surge—powered by the AI infrastructure buildout and a resurging memory cycle—has more fuel as the “Santa Claus rally” window continues into early January, or whether profit-taking and
27 December 2025
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Stock Market Today

Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
RELX share price slides again as AI fears linger, results next week in focus

RELX share price slides again as AI fears linger, results next week in focus

7 February 2026
RELX closed down 4.6% at 2,145 pence in London on Friday, capping a volatile week ahead of its Feb. 12 full-year results. The company bought back 465,361 shares even as selling continued amid investor concerns over AI risks and pricing power. Peers Wolters Kluwer and Thomson Reuters also faced pressure. Markets await RELX’s outlook for 2026 trading.
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