Semiconductor Industry News 28 December 2025

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

31 December 2025

NVIDIA·Semiconductor Industry·Stock Market·Technology News

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

31 December 2025

Investment Analysis·Semiconductor Industry·Stock Market·Technology

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

30 December 2025

Federal Reserve·Financial Markets·Semiconductor Industry·Stock News

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

30 December 2025

Financial Reports·Investment Analysis·Semiconductor Industry·Stock Market·Technology News

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

30 December 2025

Earnings Reports·Federal Reserve·Financial News·Semiconductor Industry·Stock Market

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

30 December 2025

Earnings Reports·Investment Analysis·Semiconductor Industry·Stock Market·Technology

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

29 December 2025

Investment Analysis·Semiconductor Industry·Stock Market·Technology News·Texas Instruments

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

29 December 2025

Financial Updates·Investments·Semiconductor Industry·Stock Market·Technology News

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

29 December 2025

Business Deals·Investment·Semiconductor Industry·Stock Market·Technology News

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

29 December 2025

AI Trends·Federal Reserve·Semiconductor Industry

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

28 December 2025

AI Technology·Investment Analysis·Market Updates·Semiconductor Industry·Stock Market

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

28 December 2025

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

Semiconductor Industry News 28 December 2025 - 31 December 2025