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Semiconductor Industry News 25 December 2025 - 28 December 2025

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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TSMC Stock News Today (Dec. 26, 2025): Taiwan Semiconductor Outlook, Analyst Forecasts, and the Catalysts Moving TSM

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) TSMC stock—both on Taiwan’s market (TWSE: 2330) and in the U.S. via the ADR (NYSE: TSM). In Taiwan, shares rallied back above a psychologically important milestone while the broader market printed fresh highs. In the U.S., the ADR hovered around the high-$200s as investors weighed the next earnings catalyst and a year-end policy deadline tied to U.S. export controls. What
26 December 2025
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NVIDIA (NVDA) Stock News Today: Groq Inference Deal, China H200 Export Path, HBM4 “Rubin” Supply Signals, and 2026 Analyst Forecasts (Dec. 26, 2025)

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 AI battleground—inference (running AI models in real time). What makes today unusual is how many separate storylines—deal-making, export policy, supply-chain memory, and analyst targets—are colliding around the same core question: Can NVIDIA keep compounding AI infrastructure dominance as the market shifts from “build the model” to “serve the model”? NVDA stock today: why NVIDIA is in focus on Dec. 26
26 December 2025
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US-China Chip Tariffs: Trump Administration Delays New Semiconductor Duties to June 2027 After Section 301 Probe, Testing the Trump–Xi Trade Truce

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 an 18‑month runway to adjust supply chains while Washington tries to keep a fragile détente with Beijing intact. Reuters The policy—announced by the Office of the U.S. Trade Representative (USTR) after a yearlong Section 301 investigation—lands in the middle of a broader U.S.–China technology and trade tug‑of‑war that has increasingly centered on chips, critical minerals, and the industrial capacity that
25 December 2025
Applied Materials (AMAT) News and 2026 Outlook on Dec. 25, 2025: Record FY2025, China Export Curbs, Dividend, and Wall Street Forecasts

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 for Christmas Day and set to reopen Friday, December 26, investors are digesting a late-year stack of catalysts—earnings and guidance, export-rule impacts, analyst upgrades, and a fresh dividend declaration—while trying to map what “normal” looks like for semiconductor equipment in 2026. NASDAQ Trader Below is a detailed roundup of the latest news, forecasts, and analyses available as of 25.12.2025, and
25 December 2025
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