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Semiconductors News 27 December 2025 - 31 December 2025

Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

NEW YORK, December 30, 2025, 17:52 ET — After-hours Lam Research shares were last down 1.2% at $173.78 in after-hours trading on Tuesday, after ranging between $173.51 and $177.26 in the regular session. Applied Materials fell 1.2% and KLA slipped 1.3%, while Dutch rival ASML rose about 0.6%. The move followed a Reuters report that China is requiring chipmakers to use at least 50% domestically made equipment when building or expanding capacity — a shift that could squeeze foreign tool suppliers. The report said the policy is being enforced through procurement tenders tied to state approvals and is already nudging
31 December 2025
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Sandisk stock today: SNDK slips after-hours as company sets Jan. 29 earnings date

Sandisk stock today: SNDK slips after-hours as company sets Jan. 29 earnings date

NEW YORK, December 30, 2025, 17:33 ET — After-hours Sandisk Corp (SNDK) slipped in after-hours trading on Tuesday after the company set Jan. 29 for its next earnings report. Shares were last down 1.6% at $240.22. Business Wire The calendar update lands as Sandisk heads into the final two sessions of the year with a stock that has been among 2025’s biggest S&P 500 gainers. That has kept traders on alert for outsized swings around even routine company updates. Kiplinger Investors use Sandisk’s results as a read on demand and pricing for NAND flash — the memory used in storage
30 December 2025
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AMD stock today: After-hours dip tracks year-end chip rotation after Fed minutes

AMD stock today: After-hours dip tracks year-end chip rotation after Fed minutes

NEW YORK, December 30, 2025, 16:28 ET — After-hours Advanced Micro Devices shares nudged lower in after-hours trading on Tuesday, keeping the chipmaker close to its regular-session range as investors digested fresh Federal Reserve signals and year-end positioning. The timing matters because liquidity is thin in the final days of the year, which can magnify moves in high-volatility technology stocks. Semiconductors often swing with shifts in rate expectations, since much of their value depends on future earnings. U.S. stocks closed little changed, with the S&P 500 down 0.14% and the Nasdaq off 0.23%, as gains in communication services were offset
30 December 2025
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Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

NEW YORK, December 30, 2025, 15:20 ET — Regular session Applied Materials, Inc. (AMAT.O) shares slipped on Tuesday, with investors weighing fresh signs of tougher competition in China for semiconductor equipment makers. The stock was down 1.1% at $260.27 in mid-afternoon New York trade. The stock drew attention after Reuters reported China is requiring chipmakers seeking approval to build or expand fabs to use at least 50% domestically made equipment when adding new capacity. The measure is not publicly documented and is enforced through procurement tenders, people familiar with the matter told Reuters, and authorities can relax the threshold where
30 December 2025
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KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

NEW YORK, December 30, 2025, 14:00 ET — Regular session Shares of KLA Corp fell about 0.8% to $1,250.43 on Tuesday, after a Reuters report said China is requiring chipmakers seeking approval for new or expanded plants to show at least half their equipment will be sourced domestically. The stock traded between $1,249.69 and $1,273.20. Reuters The China headline matters for KLA because chipmaking tools are a long-cycle business: policy shifts can change where fabs (chip factories) buy equipment and how quickly foreign suppliers lose share. For investors, the risk is less about one quarter and more about visibility into
30 December 2025
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Samsung and SK Hynix get U.S. 2026 license to ship chipmaking tools to China as key waiver expires

Samsung and SK Hynix get U.S. 2026 license to ship chipmaking tools to China as key waiver expires

NEW YORK, December 30, 2025, 04:40 ET The U.S. government has granted Samsung Electronics and SK Hynix annual licences to bring chip manufacturing equipment to their facilities in China for 2026, two people familiar with the matter said on Tuesday. Reuters The decision lands days before a broader privilege known as “validated end user” status expires on Dec. 31. The status allowed certain foreign-owned plants in China to receive some U.S.-origin chipmaking tools under sweeping exemptions rather than applying shipment by shipment. That timing matters for the memory-chip supply chain. Samsung and SK Hynix use China as a key production
30 December 2025
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Micron stock today: MU jumps in premarket as memory-supply headlines keep traders on edge

Micron stock today: MU jumps in premarket as memory-supply headlines keep traders on edge

NEW YORK, December 30, 2025, 04:59 ET — Premarket Micron Technology shares were up 3.4% in premarket trading on Tuesday, indicating a move to about $294.37. The early rise comes as memory-chip stocks remain keyed to supply headlines. A Reuters report said the U.S. granted Samsung Electronics and SK Hynix annual licences for 2026 to bring chipmaking equipment into their China facilities, a development that could influence output at two major Micron rivals. Reuters Macro catalysts also loom large into year-end, when liquidity can be thin and price swings can look bigger than they are. The dollar held steady ahead
30 December 2025
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KLA stock drops after tech pullback hits chip equipment names; Fed minutes next

KLA stock drops after tech pullback hits chip equipment names; Fed minutes next

NEW YORK, December 29, 2025, 21:14 ET — Market closed KLA Corp shares fell on Monday, snapping a six-session winning streak, as a pullback in heavyweight technology stocks spilled into chip-linked names. MarketWatch+1 The move matters now because chip equipment makers like KLA sit early in the semiconductor supply chain, and their shares often track shifts in investor appetite for the tech trade. Year-end positioning can exaggerate those swings when liquidity is thin. Reuters+1 Wall Street started the holiday-shortened week on a softer note after last week’s rally, with the Nasdaq down 0.5% and the S&P 500 off 0.35%, Reuters
30 December 2025
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Marvell stock slips today as chips cool into year-end; MRVL traders eye Fed minutes and CES

Marvell stock slips today as chips cool into year-end; MRVL traders eye Fed minutes and CES

NEW YORK, December 29, 2025, 8:42 PM ET — Market closed Marvell Technology Inc (MRVL) shares fell 0.6% to $85.76 on Monday, with the Nasdaq-listed chipmaker trading between $84.21 and $86.09 as markets headed into the final trading days of the year. Marvell supplies data infrastructure semiconductor solutions spanning the data center core to the network edge, and also develops chips tailored to specific customer designs for artificial intelligence and other networking-heavy workloads. Reuters That mix leaves the stock sensitive to shifts in risk appetite around AI-linked hardware, especially when investors rebalance positions into year-end. Semiconductors were mixed on the
30 December 2025
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Lam Research (LRCX) stock slips after hours as year-end tech pullback hits chip tools

Lam Research (LRCX) stock slips after hours as year-end tech pullback hits chip tools

NEW YORK, December 29, 2025, 18:44 ET — After-hours Lam Research Corporation (LRCX) shares were down 1.2% at $175.87 in after-hours trading on Monday, when stocks change hands outside the regular 9:30 a.m. to 4 p.m. ET session. The chip-equipment maker traded between $174.76 and $179.16 during the day, with about 6.7 million shares changing hands. The drop left the stock about 2% below its 52-week high and snapped a two-session winning streak, MarketWatch data showed. Trading volume was also well below Lam’s recent average. That proximity to highs can make late-year pullbacks look sharper as investors lock in gains.
30 December 2025
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Micron stock closes up 3% as DRAM prices tick higher — why MU is moving today

Micron stock closes up 3% as DRAM prices tick higher — why MU is moving today

NEW YORK, December 29, 2025, 4:09 PM ET — After-hours Micron Technology (MU) shares rose 3.4% on Monday to end at $294.40, rebounding from an early slide and finishing near the session high. The stock traded between $278.51 and $294.45 on volume of about 25.6 million shares, market data showed. The move matters because Micron sits in a pricing-driven corner of semiconductors, where small shifts in memory prices can flow quickly through earnings. Investors have been watching for signs that supply remains tight as AI-related demand pulls capacity toward higher-end products. A key focus is high-bandwidth memory, or HBM —
29 December 2025
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AAOI stock swings, then slips as investors refocus on 800G ramp

AAOI stock swings, then slips as investors refocus on 800G ramp

NEW YORK, December 29, 2025, 11:56 ET — Regular session Applied Optoelectronics shares were down 0.9% at $36.85 in late morning trading on Monday, after swinging between $36.17 and $39.15 as volumes stayed elevated. The reversal kept the spotlight on the fiber-optics supplier after a sharp pullback late last week, when traders began locking in gains following a run to fresh highs. Trefis That matters because AAOI has become a high-beta proxy for investor appetite around AI data-center buildouts, where cloud operators are upgrading to faster optical links to move data between servers. GlobeNewswire+1 Broader market tone was cautious, with
29 December 2025
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Lam Research stock slips as chip equipment names ease in year-end trade

Lam Research stock slips as chip equipment names ease in year-end trade

NEW YORK, December 29, 2025, 11:33 ET — Regular session Lam Research Corp shares fell about 1% on Monday as chip-related stocks eased in year-end trading. The pullback matters now because Lam has just closed its December quarter, setting up the next test of whether demand for chipmaking tools holds up into 2026. Broader risk appetite stayed fragile. The Nasdaq-heavy Invesco QQQ Trust was down about 0.7% late morning, and Nvidia slid nearly 2%. Lam was down 1% at $176.34 by 11:33 a.m. ET, after closing at $178.07 on Friday. The iShares Semiconductor ETF fell 0.8%, and equipment peers moved
29 December 2025
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AI stocks today: Nvidia slips after Intel stake filing as chip rally pauses

AI stocks today: Nvidia slips after Intel stake filing as chip rally pauses

NEW YORK, December 29, 2025, 10:37 ET — Regular session Nvidia shares fell nearly 2% in morning trading on Monday after Intel said in a filing that the AI chip leader completed a $5 billion purchase of Intel stock. Intel shares were slightly higher. Reuters The pullback matters because big tech and chip stocks have done much of the heavy lifting for U.S. equities in 2025, leaving the market sensitive to moves in a handful of AI bellwethers. Reuters It also lands in the final, holiday-thinned stretch of the year, when liquidity can be light and small flows can have
29 December 2025
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AMD slips as tech rally pauses; Nvidia-Intel filing puts chip sector back in focus

AMD slips as tech rally pauses; Nvidia-Intel filing puts chip sector back in focus

NEW YORK, December 29, 2025, 09:54 ET — Regular session Advanced Micro Devices shares edged lower in early trading on Monday, dipping 0.3% to $214.42 after touching an intraday low of $209.42. The move mattered because the market is entering the final, holiday-thinned stretch of the year, when small shifts in risk appetite can swing high-growth technology names. Semiconductor stocks have been at the center of the AI-driven rally and remain sensitive to any change in rates and spending expectations. Reuters+1 AMD is one of the sector’s key bellwethers, sitting between Nvidia in AI accelerators and Intel in server processors.
29 December 2025
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Micron stock slips on ex-dividend day as chip rally cools into year-end

Micron stock slips on ex-dividend day as chip rally cools into year-end

NEW YORK, December 29, 2025, 09:41 ET — Regular session Micron Technology (MU.O) shares fell 0.6% to $284.79 in early trade on Monday. The move mattered for two reasons: Micron started trading ex-dividend, and the broader tech bid that powered last week’s gains cooled into the final week of 2025. Nasdaq+1 An ex-dividend date is the cutoff that determines who gets the next dividend; investors who buy on or after that date do not receive the upcoming payment. Nasdaq data list Micron’s ex-dividend date as Dec. 29. Nasdaq The pullback also comes as trading conditions thin out ahead of the
29 December 2025
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Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

NEW YORK, December 28, 2025, 23:12 ET — Market closed Lam Research Corp shares last closed up 0.4% at $178.07 on Friday, eking out gains in a quiet post-holiday session as semiconductor equipment names held firm into year-end. Reuters The move matters now because U.S. markets are heading into the final three trading days of 2025 with light volumes and portfolio adjustments that can amplify swings in widely owned momentum stocks. Reuters+1 Macro catalysts are also looming, with minutes from the Federal Reserve’s Dec. 9-10 meeting due Tuesday and traders watching the seasonal “Santa Claus rally” window that runs through
29 December 2025
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Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

Semiconductor Stocks Today: Nvidia’s Groq Deal, TSMC Quake Update, and Key Catalysts Ahead of Monday’s Market Open

NEW YORK, Dec. 27, 2025, 12:22 p.m. ET — Market closed Semiconductor stocks head into the final week of 2025 with a familiar mix of tailwinds and headline risk: AI-driven demand remains the sector’s dominant narrative, but supply-chain sensitivity is back in focus after a Taiwan earthquake prompted limited evacuations at Taiwan Semiconductor Manufacturing Co. (TSMC). With U.S. stock exchanges closed for the weekend, investors are using the pause to re-price the next set of catalysts that will hit when trading resumes Monday. Reuters Where chip stocks left off: a quiet Friday, but semis held up Friday’s post-Christmas session was
27 December 2025
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ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

ASML Stock (NASDAQ: ASML) Update: What to Watch Before Markets Reopen as AI Demand, China Curbs, and High‑NA EUV Shape 2026

New York — As of 1:11 a.m. ET on Saturday, December 27, 2025, U.S. stock markets are closed for the weekend, leaving investors with a familiar end‑of‑year setup: thin liquidity, headline-driven moves, and a handful of big 2026 narratives battling for control of “what matters” in semiconductors. For ASML Holding N.V. (NASDAQ: ASML)—the Dutch company whose lithography machines sit at the choke point of advanced chipmaking—the debate is getting sharper as 2025 ends: AI-driven demand remains strong, but geopolitics (China export limits, rare earth supply, and potential tariff costs) is increasingly dictating the cadence of orders and the confidence of
27 December 2025
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Lam Research Stock (LRCX) Near Record Highs After Analyst Target Hikes as AI Chip Equipment Forecasts Brighten Ahead of Monday’s Open

Lam Research Stock (LRCX) Near Record Highs After Analyst Target Hikes as AI Chip Equipment Forecasts Brighten Ahead of Monday’s Open

Lam Research Corporation (NASDAQ: LRCX) ended the week near fresh highs, with the stock last trading around $178.07 late Friday evening in New York, after a session that saw $179.77 as the intraday high and $177.44 as the low. At that price, Lam carries a market capitalization of roughly $162.4 billion and trades at about 28x earnings based on the latest available figures. The timing matters for investors planning their next move: at around 8:43 p.m. ET on Friday (Dec. 26, 2025), U.S. stock exchanges and the standard after-hours session are closed, meaning any material weekend headlines will be priced
27 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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