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Semiconductors News 31 December 2025 - 1 January 2026

KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

NEW YORK, January 1, 2026, 15:29 ET — Market closed Shares of KLA Corp fell 2.3% to $1,215.08 at Wednesday’s close, outpacing declines in chip-tool peers Applied Materials, down 1.1%, and Lam Research, down 1.5%. The pullback matters because KLA is a bellwether for semiconductor manufacturing spending, selling process-control tools that help chipmakers spot defects and improve yields — the percentage of usable chips produced. Investors have leaned heavily into chip-linked names on the back of AI-driven demand, and the sector is now heading into the first major checkpoint of 2026: guidance for the next leg of capital spending. Wall
1 January 2026
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Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

NEW YORK, January 1, 2026, 14:50 ET — Market closed. Applied Materials ended the last U.S. session down 1.15% at $256.99, with Wall Street shut on Thursday for the New Year’s Day holiday. The stock’s next catalyst is not a product launch or an earnings pre-release. It is policy: fresh signals from Washington and Beijing that could change how chipmakers buy — and where they buy — the expensive tools used to make semiconductors. That matters for Applied because it sells wafer-fab equipment, the specialized machines used to deposit, etch and measure layers on silicon wafers. Small shifts in export
1 January 2026
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Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

NEW YORK, January 1, 2026, 14:26 ET — Market closed. QUALCOMM Incorporated shares closed lower in the year’s final U.S. trading session, tracking a pullback in semiconductor names ahead of the New Year holiday. The timing matters. Thin year-end liquidity can exaggerate moves, and the first sessions of January often bring fresh positioning as money managers reset after tax and calendar effects. For Qualcomm, that matters because the stock often trades as a read-through on both handset demand and the broader chip cycle, which can turn quickly when macro expectations shift. U.S. stocks ended Wednesday lower, with the S&P 500
1 January 2026
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Tech stocks stumble into 2026 as Nasdaq ends 2025 lower; Fed cuts and chip policy in focus

Tech stocks stumble into 2026 as Nasdaq ends 2025 lower; Fed cuts and chip policy in focus

NEW YORK, January 1, 2026, 13:38 ET — Market closed U.S. technology stocks closed out 2025 with a late dip, pulling the Nasdaq lower in year-end trade, as Wall Street remained shut on Thursday for the New Year’s Day holiday. The slide matters because tech’s outsized run has left investors sensitive to interest-rate swings and any hints that demand for AI hardware is cooling. Growth stocks tend to benefit when borrowing costs fall, but they can drop fast if rates rise or earnings expectations slip. Strategists say 2026 will test whether earnings growth can keep up with the optimism priced
1 January 2026
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Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

NEW YORK, January 1, 2026, 13:07 ET — Market closed U.S. semiconductor stocks slipped in the final trading session of 2025, with the PHLX Semiconductor Index closing down 1.2% on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Nasdaq Global Index Watch+1 The pullback comes after a year in which AI-linked chipmakers helped power broader equity gains, leaving the group sensitive to profit-taking in thin holiday liquidity. Investors are also entering 2026 with geopolitics and export rules again shaping which products can reach key end-markets. Reuters+1 That matters now because China remains a major buyer of chips
1 January 2026
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AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

NEW YORK, January 1, 2026, 12:48 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters The China demand story lands as investors gauge whether the AI trade can extend after it powered much of Wall Street’s 2025 gains and pushed major U.S. indexes to record highs, Reuters reported. Nvidia rose 39% in 2025 and became the first publicly traded company to top $5 trillion in market value, the report said. Reuters The H200 is a data-center graphics processor
1 January 2026
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AMD stock today: Advanced Micro Devices slips into 2026 as traders eye CES keynote and Feb. earnings

AMD stock today: Advanced Micro Devices slips into 2026 as traders eye CES keynote and Feb. earnings

NEW YORK, January 1, 2026, 09:51 ET — Market closed Advanced Micro Devices Inc (AMD.O) shares last closed down 0.55% at $214.16 on Wednesday, trading between $213.80 and $217.64 with about 17.6 million shares changing hands. U.S. equities markets are closed on Thursday for New Year’s Day and reopen on Jan. 2. Yahoo Finance+1 The modest drop matters now because chip stocks that powered much of 2025’s rally enter 2026 with investors weighing rate expectations against demand signals for AI and data-center hardware. For AMD, the next near-term checkpoint is the Consumer Electronics Show, where CEO Lisa Su is set
1 January 2026
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Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

NEW YORK, January 1, 2026, 05:56 ET — Market closed. Intel Corp (INTC) shares ended 2025 on a down note as U.S. markets shut on Thursday for the New Year’s Day holiday. The stock closed down 1.0% at $36.90 on Wednesday, after trading between $36.82 and $38.01, with about 51.5 million shares changing hands. New York Stock Exchange The holiday pause lands after a choppy year-end stretch that has pushed investors to reassess big-tech and chip exposure heading into 2026. For Intel, the next leg hinges on whether its turnaround can show up in margins and cash flow, not just
1 January 2026
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Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

NEW YORK, January 1, 2026, 05:41 ET — Market closed Nvidia shares ended Wednesday down about 0.5% at $186.50, after a Reuters report said the chip designer has approached Taiwan Semiconductor Manufacturing Co to ramp up output of its H200 artificial intelligence chips as Chinese demand accelerates. Reuters The development matters because Nvidia’s supply has been tight, and any incremental demand from China could force trade-offs in who gets chips and when — a key input for revenue expectations and data-center buildout plans. It also lands as investors reassess how fast the “AI trade” can keep running in 2026, with
1 January 2026
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Space Forge sparks plasma on ForgeStar-1 in orbit, pushing semiconductors-in-space closer

Space Forge sparks plasma on ForgeStar-1 in orbit, pushing semiconductors-in-space closer

NEW YORK, January 1, 2026, 05:19 ET U.K. startup Space Forge said on Dec. 31 it generated plasma — a superheated gas — aboard its ForgeStar-1 satellite, calling it a world-first for commercial in-space manufacturing. The company said the milestone moves it closer to producing high-performance semiconductor materials in low Earth orbit. Space Forge Why it matters now: Space Forge said the plasma run shows it can create the extreme conditions needed for gas-phase crystal growth, a core step in forming semiconductor crystals from vapor. The Cardiff-based company is targeting wide- and ultra-wide bandgap materials such as gallium nitride and
1 January 2026
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ASML stock today: China’s 50% domestic-equipment rule in focus ahead of Jan. 28 results

ASML stock today: China’s 50% domestic-equipment rule in focus ahead of Jan. 28 results

NEW YORK, January 1, 2026, 04:21 ET — Market closed • ASML’s U.S.-listed shares ended the last session of 2025 down 0.25% at $1,069.86.• A Reuters report on China’s push for more homegrown chip tools kept pressure on equipment names.• Investors are now looking to ASML’s late-January results for demand signals and 2026 guidance. ASML Holding N.V.’s U.S.-listed shares closed down 0.25% at $1,069.86 on Wednesday, capping the final trading day of 2025 on a soft note for chip-related stocks. The muted move comes as investors weigh fresh policy risk out of China against expectations that spending on advanced chips
1 January 2026
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Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

Marvell (MRVL) stock drops 2% into year-end close as chip trade cools — what’s next

NEW YORK, December 31, 2025, 21:09 ET — Market closed Marvell Technology (MRVL.O) fell $1.78, or about 2.1%, to $84.98 on Wednesday. Trading volume was about 7.2 million shares. The decline came as Wall Street ended 2025’s final session lower in holiday-thin trade, with the Nasdaq down 0.76% and the S&P 500 off 0.74%, Reuters reported. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity, pointing to profit-taking when liquidity was low. Reuters The year-end drift matters because the market’s gains have been driven by the artificial intelligence trade,
1 January 2026
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Micron stock drops 2% into year-end close as chip rally cools — what investors watch next

Micron stock drops 2% into year-end close as chip rally cools — what investors watch next

NEW YORK, December 31, 2025, 16:19 ET — After-hours Micron Technology Inc (MU) shares slid 2.3% on Wednesday, ending the year’s final regular session at $285.81. The stock traded between $284.19 and $293.91 on the day. The late-day pullback matters because Micron has been a bellwether for the memory-chip boom tied to artificial-intelligence servers, and year-end positioning can amplify moves when liquidity is thin. A softer tone in semiconductors can spill over quickly as investors rebalance risk into 2026. U.S. stocks slipped in holiday-thin trade, and markets are set to shut on Thursday for New Year’s Day. “It’s perfectly fine
31 December 2025
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Qualcomm stock slips in year-end trade as chip shares cool; what QCOM investors watch next

Qualcomm stock slips in year-end trade as chip shares cool; what QCOM investors watch next

NEW YORK, December 31, 2025, 15:13 ET — Regular session QUALCOMM Incorporated shares slipped in afternoon trading on Wednesday, underperforming the broader semiconductor group as U.S. stocks edged lower in holiday-thin year-end trading. The final session of the year often brings portfolio rebalancing and profit-taking — selling to lock in gains — which can amplify moves even when there is little company-specific news. Wall Street’s main indexes were slightly lower on the day, with technology shares dipping as traders looked ahead to 2026, Reuters reported. Reuters At 3:13 p.m. ET, Qualcomm was down $1.79, or about 1.0%, at $171.86 after
31 December 2025
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GlobalFoundries (GFS) stock slides after Wedbush downgrade warns chip downturn will last longer

GlobalFoundries (GFS) stock slides after Wedbush downgrade warns chip downturn will last longer

NEW YORK, December 31, 2025, 14:25 ET — Regular session Shares of GlobalFoundries Inc (GFS) fell 2.6% to $35.17 by 2:25 p.m. ET on Wednesday after Wedbush downgraded the contract chipmaker, pressuring the stock on the year’s final trading day. The shares touched $35.03 at the session low. The downgrade lands as investors try to pin down when demand will rebound across consumer electronics, industrial gear and autos — end markets that drive factory loadings for chipmakers. For GlobalFoundries, the timing matters because its business depends on keeping fabs busy; when customers cut orders, lower utilization means more fixed costs
31 December 2025
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Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

NEW YORK, December 31, 2025, 12:00 ET — Regular session Micron Technology, Inc. shares were down about 1.8% at $287.35 in late-morning New York trading on Wednesday. The stock has ranged from $284.45 to $293.91 so far in the session, with about 9.2 million shares traded. The move matters now because Micron has become a high-sensitivity bet on memory pricing, where profits can swing quickly when supply or demand shifts. After a sharp run this year, investors have shown less tolerance for headlines that hint at fresh capacity. Micron has been among the strongest S&P 500 performers in 2025, with
31 December 2025
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TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

NEW YORK, December 31, 2025, 05:51 ET — Premarket Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares fell 0.4% in premarket trading on Wednesday after Reuters reported Nvidia was sounding out the chipmaker about expanding production of its H200 artificial intelligence (AI) chips for Chinese customers. Chinese firms have ordered more than 2 million H200 chips for 2026 while Nvidia has about 700,000 units in stock, and it has asked TSMC to start additional output in the second quarter of 2026 using TSMC’s 4-nanometer process, Reuters said, adding that Beijing has yet to greenlight shipments and sources put pricing at around $27,000
31 December 2025
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AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

NEW YORK, December 31, 2025, 03:59 ET — Market closed Nvidia (NVDA.O) has approached contract chipmaker Taiwan Semiconductor Manufacturing Co (2330.TW) to ramp output of its H200 graphics processing units — chips used to train and run artificial-intelligence models — as demand from Chinese tech firms jumps, sources told Reuters. Chinese companies have ordered more than 2 million H200 chips for 2026, far above the roughly 700,000 units Nvidia holds in inventory, the people said. TSMC is expected to begin work on expanded output in the second quarter of 2026, and the plan depends on whether Beijing clears H200 imports
31 December 2025
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Analog Devices stock slips as year-end tech dip cools semis; what investors watch next

Analog Devices stock slips as year-end tech dip cools semis; what investors watch next

NEW YORK, December 30, 2025, 22:49 ET — Market closed. Analog Devices (ADI) shares slipped on Tuesday, ending down 0.3% at $274.82 as chip stocks drifted lower into the final stretch of the year. StockAnalysis The move matters because liquidity is thin in the holiday-truncated week, which can amplify relatively small shifts in positioning across semiconductors and other growth-linked stocks. Reuters Investors also digested minutes from the U.S. Federal Reserve’s December meeting, keeping interest-rate expectations in focus for rate-sensitive technology shares. Reuters ADI traded between $274.59 and $277.10 during the session after opening at $276.70, market data showed. StockAnalysis The
31 December 2025
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Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade

Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade

NEW YORK, December 30, 2025, 19:59 ET — After-hours Texas Instruments (TXN.O) shares were little changed at $175.42 in late after-hours trading on Tuesday, after slipping 0.15% in the regular session. The muted move matters because Texas Instruments is a bellwether for “analog” chips — components that translate real-world signals such as temperature or sound into electrical data — and the stock often tracks shifts in risk appetite when trading is thin into year-end. That dynamic was on display as investors rotated within mega-cap technology and watched interest-rate expectations. “It’s just a healthy rebalancing of allocations,” said Mark Hackett, chief
31 December 2025
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Stock Market Today

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

Home Depot stock price: jobs, inflation and a Feb. 24 earnings test loom

7 February 2026
Home Depot shares rose 0.7% to $385.15 Friday, trading between $379.10 and $386.37. Investors await a delayed U.S. jobs report Wednesday and CPI data Friday, both postponed by a brief government shutdown. Home Depot reports fourth-quarter earnings Feb. 24. The Dow closed above 50,000 for the first time.
JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

JPMorgan stock price jumps 4% into weekend as Wall Street braces for a busy data week

7 February 2026
JPMorgan shares rose 3.95% to $322.40 Friday, outpacing other major banks as U.S. stocks rallied and the Dow closed above 50,000 for the first time. The bank recently completed a $3 billion subordinated notes offering. Investors are watching for delayed U.S. jobs data and inflation figures next week, ahead of JPMorgan’s Feb. 23 company update.
AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

AbbVie stock price: ABBV ends week near $223 after earnings swing — what to watch next

7 February 2026
AbbVie shares rose 2% to $223.43 Friday, capping a volatile week marked by earnings and drug sales scrutiny. Moody’s upgraded AbbVie’s credit rating to A2, citing strong performance in immunology and neuroscience. Investors remain focused on Skyrizi and Rinvoq growth amid rising competition and recent regulatory filings. Trading volume stayed below average, with the stock still 9% off its 52-week high.
SK hynix stock price slips into Monday after S&P upgrade, tech selloff

SK hynix stock price slips into Monday after S&P upgrade, tech selloff

7 February 2026
SK hynix shares closed at 839,000 won, down 0.36% Friday and 8% for the week, as tech stocks retreated across Asia. S&P Global Ratings upgraded the chipmaker to “BBB+” with a positive outlook, citing strong HBM sales. The KOSPI fell 1.4% Friday, ending a six-week winning streak. Traders await Monday’s Seoul open for signs of further tech weakness.
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