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Semiconductors 22 December 2025 - 30 December 2025

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

Micron Technology shares rose 3.4% to $294.40 on Monday as DRAM spot prices for DDR4 and DDR5 chips posted fresh gains, according to DRAMeXchange. The company’s $0.115 quarterly dividend goes to shareholders of record at Monday’s close. A 2-terabyte DDR5 server memory kit was listed at about $39,000 amid reported shortages. Broader semiconductor and tech ETFs ended lower.
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

Nvidia fell nearly 2% after Intel disclosed Nvidia completed a $5 billion purchase of Intel shares in a private placement. Intel rose about 0.7%. Semiconductor and Nasdaq-100 ETFs edged lower in thin holiday trading. U.S. markets will close Thursday for New Year’s Day, with traders watching Fed minutes and jobless claims later this week.
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

Micron Technology shares fell 0.6% to $284.79 in early trading Monday as the stock began trading ex-dividend. The company’s $0.115 per share dividend is payable Jan. 14 to holders as of Dec. 29. Trading volume was thin ahead of the New Year’s holiday, with broader chip stocks little changed. Investors are watching for Federal Reserve minutes and jobless claims later in the week.
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

Lam Research closed up 0.4% at $178.07 Friday in thin post-holiday trading. Investors await December-quarter results after the quarter ended Sunday, with guidance set at $5.20 billion revenue plus or minus $300 million. Fed minutes due Tuesday and light volumes could drive volatility. Other chip-equipment stocks also edged higher.
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

Nvidia rose Friday after announcing a non-exclusive licensing deal with AI chipmaker Groq and hiring its founder and president. The Philadelphia Semiconductor Index closed up 0.05% at 7,207.6, while the VanEck Semiconductor ETF gained 0.46% to $365.86. Trading was quiet ahead of the weekend, with major U.S. indexes nearly flat. Investors are watching supply-chain risks after a Taiwan earthquake prompted limited evacuations at TSMC.
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

ASML’s U.S.-listed shares closed at $1,072.75, up 0.6%, with after-hours trading near $1,074 on Friday. The company reported Q3 net sales of €7.5 billion and forecast Q4 sales between €9.2 billion and €9.8 billion. ASML cited strong AI demand but warned that China export limits and supply risks are shaping customer orders. European shares last closed at €899.00 on Dec. 24 due to holiday schedules.
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 shares closed near record highs at $178.07 late Friday in New York, after hitting $179.77 intraday. The company’s market cap stands at about $162.4 billion, trading at 28 times earnings. Trading was subdued post-Christmas, with major U.S. indexes finishing slightly lower on light volume. SEMI forecasts chip equipment spending to rise into 2026 and 2027, fueled by AI-related demand.
27 December 2025
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Intel Stock Today (NASDAQ: INTC): Nvidia’s 18A Signal, U.S. Stake Tailwinds, and What to Watch Into the Next Session

Intel Stock Today (NASDAQ: INTC): Nvidia’s 18A Signal, U.S. Stake Tailwinds, and What to Watch Into the Next Session

Intel shares traded at $36.21, up 0.19% Friday afternoon in New York, after Reuters reported Nvidia tested but did not proceed with Intel’s 18A chip process. U.S. indexes hovered near record highs in thin, post-Christmas trading. The S&P 500 was flat, while the Nasdaq-100 and semiconductor ETF SOXX edged higher.
26 December 2025
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AMD Stock: What to Know Before the Market Opens on Dec. 26, 2025 — China AI Chip Headlines, CES Catalyst, and Wall Street Forecasts

AMD Stock: What to Know Before the Market Opens on Dec. 26, 2025 — China AI Chip Headlines, CES Catalyst, and Wall Street Forecasts

AMD closed at $214.63 on Dec. 24, with after-hours trading near $214.68 amid light holiday volume. Investors are watching reports of a possible Alibaba order for 40,000–50,000 MI308 AI chips and AMD’s readiness to pay a 15% fee on China exports. Volatility has increased, with technical levels in focus as U.S. markets reopen 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

The U.S. has imposed a 0% tariff on Chinese semiconductors, with the rate set to rise after June 23, 2027. The move follows a yearlong USTR investigation and gives companies 18 months to adjust supply chains. China’s Commerce Ministry condemned the decision and warned of possible retaliation. The tariffs target a wide range of semiconductor devices and integrated circuits.
25 December 2025
Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

Nvidia and Groq strike AI inference licensing deal as $20 billion acquisition report swirls

CNBC reported on Dec. 24 that Nvidia would acquire AI chip startup Groq for about $20 billion in cash. Hours later, Groq said instead it had signed a non-exclusive licensing agreement with Nvidia for its inference technology, and that key Groq executives would join Nvidia. Groq will remain independent, with Simon Edwards as CEO. No acquisition has been confirmed.
25 December 2025
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Lam Research (LRCX) Stock News on Dec. 24, 2025: CEO Share Sale, Analyst Targets, and the AI-Driven Wafer-Fab Equipment Outlook

Lam Research (LRCX) Stock News on Dec. 24, 2025: CEO Share Sale, Analyst Targets, and the AI-Driven Wafer-Fab Equipment Outlook

Lam Research traded near $177 in midday Dec. 24, approaching record highs after CEO Timothy Archer disclosed the sale of 163,300 shares for about $26.8 million under a 10b5-1 plan. The stock is up from its Dec. 23 close of $175.16. Trading volume was lighter ahead of the 1 p.m. ET early market close for Christmas Eve.
24 December 2025
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Micron (MU) Stock on December 24, 2025: Record Earnings, HBM Sold Out Through 2026, Analyst Targets Jump—and What Comes Next

Micron (MU) Stock on December 24, 2025: Record Earnings, HBM Sold Out Through 2026, Analyst Targets Jump—and What Comes Next

Micron Technology shares traded at $276.27 as of 14:18 UTC, down 0.11% after surging more than 160% in 2025. The company reported fiscal Q1 2026 revenue of $13.64 billion and guided for Q2 revenue of $18.7 billion, both above expectations. Micron said high-bandwidth memory supply for 2026 is fully booked, with rising prices and margins. Wall Street raised forecasts and price targets following the report.
24 December 2025
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Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials shares rose about 1.17% to $259.40 on Dec. 22 amid a tech-led rebound and renewed AI enthusiasm. Investors weighed strong AI-driven chip demand against ongoing U.S.-China export restrictions. The Philadelphia SE Semiconductor Index also gained in early trading. Lighter holiday trading volumes heightened volatility for chip stocks.
22 December 2025
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TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC Stock in Focus: New SEC Filings Show Fresh Institutional Buying as Taiwan Semiconductor Rides the AI Wave (Dec. 22, 2025)

TSMC’s U.S. shares traded near $294 on December 22 as SEC filings showed Capital Insight Partners and Abner Herrman & Brock opened new positions, while Exchange Traded Concepts raised its stake by 36.7%. Other filings revealed Perpetual Ltd and Benson Investment Management trimmed holdings but kept significant exposure to the chipmaker.
22 December 2025
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ON Semiconductor Stock (NASDAQ: ON) Week Ahead Outlook: Nasdaq-100 Exit, Buybacks, and GaN Catalysts to Watch (Dec. 22–26, 2025)

ON Semiconductor Stock (NASDAQ: ON) Week Ahead Outlook: Nasdaq-100 Exit, Buybacks, and GaN Catalysts to Watch (Dec. 22–26, 2025)

ON Semiconductor will be removed from the Nasdaq-100 Index before markets open Monday, Dec. 22, triggering index-related trading flows. Shares closed Friday at $55.21 on heavy volume. The stock faces potential volatility from forced selling by index funds and thin holiday liquidity. Strategic updates on power semiconductors for AI and EVs may also influence trading.
22 December 2025
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