Semiconductor Industry News 31 December 2025

Samsung Electronics stock hits record in Seoul as HBM4 progress grabs investors’ attention

NEW YORK, January 2, 2026, 05:19 ET — Premarket Samsung Electronics Co., Ltd. (005930.KS) shares surged 7.2% to a record close in Seoul on Friday after executives highlighted progress on its next-generation high-bandwidth memory chips used in artificial-intelligence servers. The

2 January 2026

Investment·Semiconductor Industry·Stock Market·Technology News

AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

NEW YORK, January 1, 2026, 19:47 ET Artificial intelligence spending is shaping investor positioning as 2026 gets underway, with strategists warning that the next phase of the equity rally will depend on whether companies can justify soaring data-center budgets. Reuters

2 January 2026

AI Technology·Investment Strategies·Semiconductor Industry·Stock Market·Tech News

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

NEW YORK, January 1, 2026, 19:27 ET — Market closed Nvidia shares last closed at $186.50 on Wednesday, down 0.55%, with U.S. markets shut on Thursday for New Year’s Day. Yahoo Finance The focus is on a Reuters report that

2 January 2026

Earnings Reports·NVIDIA·Semiconductor Industry·Stock Market

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences.

1 January 2026

Investment Analysis·Semiconductor Industry·Stock Market·Technology Trends

Micron stock today: MU last at $285 as New Year holiday shuts markets; China DRAM IPO in focus

NEW YORK, January 1, 2026, 09:58 ET — Market closed Micron Technology (MU.O) was last at $285.41, down $7.21, or 2.5%, from the prior close after trading between $284.19 and $293.91 in the final session of 2025. U.S. stock markets

1 January 2026

Financial News·Investing·Semiconductor Industry·Stock Market

Broadcom stock today: AVGO slips into New Year’s market closure as OpenAI chip tie-up stays in focus

NEW YORK, January 1, 2026, 09:33 ET — Market closed Broadcom Inc (AVGO) shares fell 1.1% in the final U.S. session of 2025, closing at $346.10 on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Reuters The

1 January 2026

Investment Insights·Semiconductor Industry·Stock Market·Technology News

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

1 January 2026

NVIDIA·Semiconductor Industry·Stock Market

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

1 January 2026

Financial News·Investing·Semiconductor Industry·Stock Market·Technology

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

1 January 2026

Investing·Market Trends·Semiconductor Industry·Stock Market·Technology News

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

1 January 2026

Company Analysis·Investment News·Semiconductor Industry·Stock Market

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

1 January 2026

Earnings Reports·Investor Insights·Semiconductor Industry·Stock Market·Technology News

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

31 December 2025

Investment Analysis·NVIDIA·Semiconductor Industry·Stock Market·Technology News

Semiconductor Industry News 31 December 2025 - 2 January 2026