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Semiconductor Industry News 25 December 2025 - 26 December 2025

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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Lam Research (LRCX) News Today: New 52‑Week High, Analyst Price Targets, CEO Stock Sale, and 2026 Semiconductor Equipment Forecasts

Lam Research (LRCX) News Today: New 52‑Week High, Analyst Price Targets, CEO Stock Sale, and 2026 Semiconductor Equipment Forecasts

December 25, 2025 — With U.S. markets closed for Christmas Day and trading having ended early on Christmas Eve, investors are using the holiday pause to take stock of one of the semiconductor equipment sector’s strongest momentum names: Lam Research Corporation (NASDAQ: LRCX). Nasdaq In the final session before the holiday break (Dec. 24), Lam Research shares rose 1.24% to close at $177.33, pushing to a fresh 52‑week high and outperforming the broader market on the day—though volume was notably lighter than usual, consistent with holiday conditions and the shortened trading schedule. MarketWatch What happened on Dec. 25: today’s Lam
25 December 2025
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Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology, Inc. (NASDAQ: MU) is closing out 2025 at the center of one of the most consequential themes in semiconductors: the AI-driven memory squeeze. Over the past week, the memory maker delivered record fiscal Q1 2026 results, issued a forecast that stunned Wall Street, and accelerated long-term capacity plans—while analysts raced to lift price targets as high-bandwidth memory (HBM) becomes a strategic choke point for AI infrastructure. Reuters As of December 25, 2025, there have been no new Micron corporate announcements on the holiday itself, but the news cycle is still dominated by the company’s December 17 earnings, a
25 December 2025
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AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

Advanced Micro Devices, Inc. (NASDAQ: AMD) heads into the final week of 2025 with two narratives pulling investor attention in opposite directions: accelerating demand for AI infrastructure outside the hyperscalers—and tightening, politically charged rules around what high-end compute can be shipped into China. On a quiet Christmas Day for markets, the AMD story is still moving: export licensing and “fee” frameworks are evolving, large China-based buyers are reportedly evaluating significant orders, and AMD’s own roadmap messaging continues to steer toward rack-scale systems and multi-year AI deployments with marquee partners. AMD stock: where shares stand heading into year-end U.S. markets were
25 December 2025
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Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

December 25, 2025 — U.S. markets are closed for Christmas, but the semiconductor sector enters the holiday break with momentum, fresh AI-driven headlines, and a growing stack of 2026 forecasts that are increasingly shaping how investors think about chip stocks. A holiday-shortened session on Wednesday (Dec. 24) delivered record closes for major U.S. indexes, while chip names stayed central to the “AI spending vs. valuation” debate that has defined the second half of 2025. Reuters Below is a detailed roundup of the most important semiconductor-stock news, forecasts, and analyst takes in circulation as of Dec. 25, 2025—from Nvidia’s new Groq
25 December 2025
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NVIDIA Stock News (Dec. 25, 2025): NVDA’s Groq Inference Deal, China H200 Export Twist, and CES 2026 Catalyst

NVIDIA Stock News (Dec. 25, 2025): NVDA’s Groq Inference Deal, China H200 Export Twist, and CES 2026 Catalyst

December 25, 2025 — U.S. markets are closed for Christmas Day, but NVIDIA Corporation (NASDAQ: NVDA) investors have plenty to digest after a headline-heavy week for the AI-chip leader. NVDA last traded around $188.61 in the most recent session available (Christmas Eve trading), as investors weighed fresh deal news, shifting U.S.–China chip policy signals, and a coming spotlight at CES 2026. Investors What follows is a full roundup of the current NVIDIA stock news, analyst forecasts, and market analysis as of 25.12.2025—and what they may signal for NVDA into early 2026. The biggest NVIDIA stock headline: Groq licensing deal (not
25 December 2025
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ASML Stock News Today (Dec. 25, 2025): High-NA EUV Momentum, China Headlines, and What Analysts Expect Next

ASML Stock News Today (Dec. 25, 2025): High-NA EUV Momentum, China Headlines, and What Analysts Expect Next

Updated: December 25, 2025 ASML Holding N.V. (NASDAQ: ASML, Euronext Amsterdam: ASML) sits at the center of the global semiconductor supply chain—so when the company shows up in geopolitics, industrial policy, and AI capex forecasts at the same time, the stock tends to feel it. With U.S. markets closed for Christmas Day, ASML’s most recent trade data reflects the last session (Dec. 24). The U.S.-listed ADR last traded around $1,065.52. Below is a full roundup of the most current ASML stock news, forecasts, and analyst takes circulating as of Dec. 25, 2025, plus the key catalysts investors are watching heading
25 December 2025
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Intel Stock (INTC) Outlook for 2026: Nvidia’s 18A Pause, U.S. Government Stake, and Analyst Forecasts (Dec. 25, 2025)

Intel Stock (INTC) Outlook for 2026: Nvidia’s 18A Pause, U.S. Government Stake, and Analyst Forecasts (Dec. 25, 2025)

U.S. markets are closed for Christmas Day, but Intel Corporation (NASDAQ: INTC) is still very much “open for debate” in investors’ heads. The stock is ending 2025 as one of the market’s most dramatic turnaround stories—and also one of its most argument-generating. Investors The latest flashpoint is Intel Foundry’s next-generation manufacturing node, “18A,” after reporting suggested Nvidia tested Intel’s 18A process and then stopped moving forward. That headline hit Intel shares during the shortened Christmas Eve session, reminding everyone that Intel’s bull case and bear case both orbit the same object: execution on advanced manufacturing. Reuters Intel stock recap: holiday-thin
25 December 2025
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KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

KLA Stock (KLAC) News on Dec. 25, 2025: $1,500 Targets, AI Chip Spending Tailwinds, and the Valuation Debate

December 25, 2025 — KLA Corporation (NASDAQ: KLAC) heads into the Christmas holiday with Wall Street still arguing about the same deliciously modern question: when an “AI infrastructure” theme stock doubles in a year, is that a sign of a durable shift… or the moment optimism quietly turns into overpayment? With U.S. markets closed for Christmas Day, the latest actionable “stock tape” comes from Wednesday’s close (Dec. 24). KLAC last finished at $1,276.99, after trading between $1,265.00 and $1,279.18 in a lighter-volume holiday week session. StockAnalysis Today’s coverage (Dec. 25) is dominated by two fresh takes: one that frames KLA’s
25 December 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:46 AM EST Sensex and Nifty Bounce Back Amid IT Sector Weakness, Eyes on US-India Trade Deal February 7, 2026, 12:46 AM EST. India's Sensex rose 0.3% to 83,580.40 and Nifty gained 0.2% to 25,693.7 on Friday, recovering from early losses. The Nifty IT index dropped 1.5%, extending a weekly fall of 5%, pressured by a global tech sell-off linked to rising AI spending and competition. Foreign investors bought equities worth ₹1,951 crore, while domestic institutions sold ₹1,265 crore. The market is cautiously awaiting details of the US-India
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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