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Semiconductors 30 December 2025 - 1 January 2026

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

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
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

Nvidia has asked TSMC to increase production of its H200 AI chip after Chinese firms ordered over 2 million units for 2026, far exceeding current inventory, sources told Reuters. The company set Chinese pricing at $27,000 per chip and plans first deliveries before mid-February. U.S. markets are closed Thursday for New Year’s Day. Nvidia shares fell 0.5% to $186.50 in Wednesday’s session.
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

Intel shares closed down 1.0% at $36.90 Wednesday, capping a volatile year as U.S. markets shut for the New Year’s holiday. The drop followed Intel’s $5 billion private share sale to Nvidia, completed Dec. 29. Trading volume reached 51.5 million shares. The S&P 500 and Nasdaq also ended the year lower, with technology stocks among the weakest.
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

Nvidia shares closed down 0.5% at $186.50 after reports the company asked TSMC to boost H200 chip production amid surging Chinese orders. Reuters said Chinese firms have ordered over 2 million H200 chips for 2026, far exceeding current inventory. Nvidia stated licensed H200 sales to China would not affect U.S. supply. Beijing has not yet approved H200 shipments despite recent U.S. export clearance.
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

Space Forge said it generated plasma aboard its ForgeStar-1 satellite, marking the first commercial, free-flying in-space manufacturing of its kind. The test, conducted on Dec. 31, demonstrated that key conditions for semiconductor crystal growth can be achieved and controlled autonomously in orbit. The company aims to produce high-performance semiconductor materials for power electronics and communications.
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

Marvell Technology shares fell 2.1% to $84.98 Wednesday on volume of 7.2 million as the Nasdaq and S&P 500 closed lower in thin year-end trading. Marvell’s $3.25 billion Celestial AI acquisition is expected to close in Q1 2026, per SEC filings. CEO Matt Murphy projects $10 billion in fiscal-year revenue, with data center sales up 25%. U.S. markets close Thursday for New Year’s and reopen Friday.
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

Micron shares dropped 2.3% to $285.81 in the final 2025 session, underperforming semiconductor peers as the iShares Semiconductor ETF fell 1.2%. A Form 4 filing showed CFO Mark Murphy moved 35,000 shares into an estate-planning trust at no cash value. Investors are watching U.S. data, Fed signals, and new DRAM supply moves from China’s CXMT. U.S. markets close Thursday for New Year’s Day.
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

GlobalFoundries shares fell 2.6% to $35.17 after Wedbush downgraded the stock and cut its price target, citing weak demand in industrial and auto markets. The drop outpaced other semiconductor stocks. Wedbush flagged risks from rising memory prices and sluggish consumer electronics demand. About half of GlobalFoundries’ revenue comes from mobile and IoT chips.
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

Micron Technology shares fell 1.8% to $287.35 in late-morning New York trading Wednesday after a Reuters report highlighted China’s CXMT plans to raise $4.2 billion for DRAM expansion. Micron’s CFO transferred 35,000 shares to an estate-planning trust, according to a recent filing. The company’s Taiwan unit secured a $149.5 million subsidy for memory chip R&D. Chip stocks and U.S. indexes traded slightly lower.
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

TSMC’s U.S.-listed shares fell 0.4% to $299.58 in premarket trading after Reuters reported Nvidia asked the chipmaker to expand H200 AI chip production for Chinese buyers. Chinese firms have ordered over 2 million H200 chips for 2026, with pricing near $27,000 each. TSMC also said it began volume production of its 2nm chips in Q4.
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

Nvidia has asked TSMC to increase production of its H200 AI chips as Chinese firms ordered over 2 million units for 2026, far above Nvidia’s inventory, sources told Reuters. TSMC may ramp up output in Q2 2026 if China approves imports after new U.S. export rules. Nvidia shares fell 0.3% Tuesday. ByteDance plans to spend $14.3 billion on Nvidia chips in 2026, according to the South China Morning Post.
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

Texas Instruments closed at $175.42, down 0.15%, and held steady in late after-hours trading. Semiconductor ETFs, including SMH and SOXX, also slipped as traders weighed Fed policy signals and year-end positioning. Wall Street ended slightly lower, with tech shares dragging on the S&P 500 and Nasdaq. Texas Instruments remains about 21% below its 52-week high.
31 December 2025
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Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

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

Lam Research shares fell 1.2% to $173.78 in after-hours trading Tuesday after Reuters reported China now requires chipmakers to source at least 50% of equipment domestically for new capacity approvals. Applied Materials and KLA also declined, while ASML rose. The policy could pressure foreign suppliers like Lam, which derives about 93% of revenue from non-U.S. sales. Investors are watching for details on enforcement and possible waivers.
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

Sandisk shares fell 1.6% to $240.22 in after-hours trading Tuesday after the company set its fiscal Q2 earnings call for Jan. 29, 2026. Micron and Western Digital also slipped, while the semiconductor ETF was little changed. Sandisk stock has surged about 594% in 2025. The company last reported Q1 revenue of $2.31 billion and forecast Q2 revenue of $2.55–$2.65 billion.
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

AMD slipped 0.1% to $215.29 in after-hours trading Tuesday, mirroring a muted semiconductor sector as U.S. stocks closed slightly lower. The S&P 500 fell 0.14% and the Nasdaq dropped 0.23% after Fed minutes showed a cautious debate on rate cuts. Investors watched light holiday volumes and awaited labor data. China’s new rules on domestic chip equipment added policy uncertainty.
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

Applied Materials shares fell 1.1% to $260.27 Tuesday after Reuters reported China now requires chipmakers expanding capacity to source at least 50% of equipment domestically. The iShares Semiconductor ETF was little changed. Wells Fargo raised its price target on Applied Materials to $290 and maintained an Overweight rating. Lam Research and KLA shares also slipped about 1%.
30 December 2025
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Stock Market Today

  • Rolls-Royce Shares Face Mixed Outlook Amid Middle East War Impact
    March 22, 2026, 6:07 AM EDT. Rolls-Royce (LSE: RR) shares slipped 10% over the past month after a strong rally. Geopolitical tensions in the Middle East have pushed energy prices higher, disrupting flights and the global economy. The company's defence division may see increased demand due to rising military budgets in Europe. Its work on mini-nuclear reactors offers long-term growth potential amid energy insecurity. However, aviation remains a key risk: disruption to flights reduces revenue from engine servicing contracts. British Airways' flight suspensions to Dubai highlight these challenges. The wider economic slowdown from elevated oil prices could further dampen air travel demand. Rolls-Royce's exposure to AI-driven demand via data centre power systems also faces uncertainty amid rising interest rates. The stock's valuation has corrected but remains elevated. Analysts suggest cautious, long-term investment amid mixed factors shaped by the evolving Middle East conflict.
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