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Semiconductors 10 December 2025 - 18 December 2025

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Micron raised its profit outlook Thursday, citing continued tightness in high-bandwidth memory used for AI, and said it has secured all 2026 HBM supply in advance. The company plans to boost 2026 capital spending to $20 billion. Micron expects supply constraints to persist beyond 2026, with AI data center demand and cleanroom bottlenecks driving shortages.
18 December 2025
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Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

Semiconductor Stocks Today: Nvidia, AMD and Broadcom Sink as AI Selloff Deepens—Micron Jumps After Hours (Dec. 17, 2025)

The Philadelphia Semiconductor Index dropped 3.8% Wednesday as U.S.-listed chip stocks slumped, dragging the Nasdaq down 1.8%. Nvidia fell 3.7%, AMD 5.3%, and ASML 5.6%. Investors cited renewed concerns over AI infrastructure funding, competition, and policy risks. The S&P 500 closed down 1.2%.
18 December 2025
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Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Earnings Beat and Forecast Surge: AI Memory Boom Drives Record Revenue, Margin Expansion and $18.7B Outlook

Micron Technology reported record fiscal Q1 2026 revenue of $13.64 billion and GAAP net income of $5.24 billion, citing strong AI-driven demand for memory products. Shares rose about 4% in after-hours trading. The company forecast Q2 revenue of $18.7 billion, far above analyst expectations. Gross margins and earnings per share are also projected to reach new highs.
18 December 2025
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Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

Semiconductor Stocks Today (Dec. 17, 2025): Nvidia, Broadcom, Micron in Focus as AI Chip Competition Heats Up

The PHLX Semiconductor Index fell 2.48% to 6,785.77 on December 17, 2025, as chip stocks led market declines amid tech sector weakness. Investors reacted to headlines including Amazon-OpenAI investment talks, Google’s efforts to challenge Nvidia, and geopolitical pressures on manufacturing. Traders awaited Micron’s earnings after the close.
17 December 2025
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Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

Semiconductor Stocks Today (Dec. 16, 2025): Nvidia, Broadcom, Micron and Chip Equipment Makers Drive Midday Moves on Wall Street

U.S.-listed semiconductor stocks traded mixed midday Tuesday, with the iShares Semiconductor ETF down 1.16% and VanEck Semiconductor ETF off 0.71%. Nvidia and AMD edged higher, while Micron and Qualcomm fell over 2%. Investors weighed a shutdown-delayed jobs report, new chip equipment forecasts, and uncertainty over AI profitability. Major U.S. indexes were modestly lower as rate expectations shifted.
16 December 2025
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Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Semiconductor Stocks Today: Nvidia Rebounds, Micron and Chip Equipment Rally, While Broadcom and Arm Lag on Fresh Analyst Calls (Dec. 15, 2025)

Nvidia and Micron led gains among U.S.-listed semiconductor stocks by 11:30 a.m. ET Monday, while Broadcom and Arm fell after downgrades. Semiconductor equipment makers surged on strong demand forecasts for 2026–2027. The Philadelphia Semiconductor Index hovered in the low-7,000s after last week’s sharp drop. Semiconductor ETFs edged higher, signaling stabilization rather than a full rebound.
15 December 2025
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SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

SOXS ETF News (Dec. 14, 2025): Direxion Daily Semiconductor Bear 3X Shares Surges on Chip Selloff — Forecasts, Dividends, and Key Risks

Direxion Daily Semiconductor Bear 3X Shares (SOXS) surged 14.6% to $3.29 on Dec. 14, 2025, after a sharp selloff in semiconductor stocks. The NYSE Semiconductor Index fell 4.8% on Dec. 12, with heavy declines in major chipmakers like Broadcom. SOXS, a triple-leveraged inverse ETF, saw unusually high trading volume during the move.
14 December 2025
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Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

Semiconductor Stocks Week Ahead: Nvidia, Broadcom, Micron and Intel in Focus After an AI-Driven Selloff (Updated Dec. 14, 2025)

The Philadelphia Semiconductor Index fell 5.1% on Dec. 12, its worst session since October, as all component stocks declined. Broadcom projected $19.1 billion in fiscal Q1 revenue but warned of a 100 basis point margin drop, citing AI product mix. The iShares Semiconductor ETF remained up 46.71% year-to-date as of Dec. 11. Investors questioned whether AI-driven revenue growth will translate into higher profits.
14 December 2025
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QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

QUALCOMM Incorporated (QCOM) Stock This Week: Ventana RISC‑V Deal, New Snapdragon Chips, and Governance Update — Week Ahead Outlook (Updated Dec. 12, 2025)

Qualcomm closed Friday, Dec. 12, 2025, at $178.29, up 1.7% for the week despite a late selloff in chip stocks. Shares hit $183.44 midweek before retreating, outperforming peers like Broadcom and Nvidia on Friday. The company announced the acquisition of Ventana Micro Systems, expanding its RISC-V CPU capabilities. Financial terms of the deal were not disclosed.
13 December 2025
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Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research (LRCX) Stock This Week: AI-Driven Semiconductor Rally Hits a Speed Bump — News, Forecasts, and Week-Ahead Setup (Updated Dec. 12, 2025)

Lam Research shares fell 4.85% to $160.52 on Friday, Dec. 12, ending a five-day rally and closing about 5.4% below the 52-week high reached two days earlier. The drop tracked a 5.1% decline in the Philadelphia semiconductor index as investors sold off tech stocks amid concerns over AI sector profits and rising Treasury yields.
13 December 2025
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AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

AI Stocks Slide After Broadcom, Oracle Spark New AI Spending Doubts — Nvidia, Chipmakers and “AI Infrastructure” Names Sell Off (Dec. 12, 2025)

Broadcom shares fell over 11% Friday after warning that lower-margin custom AI chips are squeezing profitability, despite strong revenue forecasts. The Nasdaq Composite dropped 1.69%, its lowest close since Nov. 25, as investors questioned the earnings power of major AI infrastructure bets. The Philadelphia Semiconductor Index slid 5.1%. Oracle also faced scrutiny over its AI-driven cloud expansion.
13 December 2025
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Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm (QCOM) Stock News Today: Alphawave Deal Nears the Finish Line, Ventana RISC‑V Acquisition, and AI Chip Ambitions — December 12, 2025

Qualcomm shares closed at $179.26 on December 12, 2025, after trading as high as $183.11, as chip stocks fell on renewed concerns about the AI trade. The company’s planned acquisition of Alphawave IP Group is set for a key UK court hearing on December 16, with an expected completion date of December 18, pending final approval. Qualcomm has cleared all regulatory hurdles for the deal.
12 December 2025
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AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)

AMD shares traded near $221.43 on Dec. 12, 2025, slipping alongside Nvidia as Broadcom’s margin warning and Oracle’s spending outlook rattled AI-linked stocks. Sector sentiment, not company news, drove moves as investors questioned AI profitability after recent capital spending shocks. Time’s “Person of the Year” feature on AMD CEO Lisa Su added to chatter about market sentiment.
12 December 2025
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Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Semiconductor Stocks Today (Dec. 12, 2025): Broadcom Slides Premarket on Margin Outlook as Oracle’s AI Capex Shock Keeps Chip Stocks Volatile

Broadcom shares fell 5.4% in premarket trading after the company warned of gross margin pressure from its AI chip segment, despite raising revenue guidance. Nvidia, Micron, AMD, Applied Materials, and Monolithic Power also traded lower before the bell. Oracle’s selloff has fueled renewed debate over an “AI bubble,” weighing on chip stocks and the broader Nasdaq. Semiconductor ETFs closed down sharply in the previous session.
12 December 2025
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Synopsys Stock (SNPS) Jumps on Nvidia’s $2 Billion Bet, Q4 2025 Beat and Strong 2026 Outlook

Synopsys Stock (SNPS) Jumps on Nvidia’s $2 Billion Bet, Q4 2025 Beat and Strong 2026 Outlook

Synopsys shares rose about 2% to $476 in late-morning trading December 11 after reporting Q4 revenue of $2.26 billion, up 38% year over year and above estimates. Adjusted EPS reached $2.90, beating forecasts but down from $3.40 a year earlier. The stock remains 7% lower over the past year after a 36% plunge in September tied to China and Design IP concerns. Nvidia’s partnership and improved guidance have helped shares recover.
11 December 2025
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Intel Stock Today: Government Stake, EU Fine Cut and AI Bets Put INTC at a Crossroads (December 10, 2025)

Intel Stock Today: Government Stake, EU Fine Cut and AI Bets Put INTC at a Crossroads (December 10, 2025)

On August 2, 2025, the U.S. government acquired a 10% equity stake in Intel. Intel shares have nearly doubled this year, trading near $40 with a market cap around $193 billion, though Wall Street consensus points to downside. Q3 revenue rose 3% to $13.7 billion, but guidance remains cautious and accounting for government deals is under SEC review.
10 December 2025
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Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

Semiconductor Stocks Pre-Market Today, December 10, 2025: Nvidia, AMD, Micron and Broadcom Lead a Cautious AI Chip Trade

Nvidia shares dipped 0.14% pre-market Wednesday after President Trump signaled the U.S. will allow H200 AI GPU exports to China if Nvidia gives 25% of related revenue to the government. Micron, AMD, and Broadcom traded slightly higher. ON Semiconductor fell 0.40%. U.S. Tech 100 futures rose 0.13% ahead of the Fed’s policy decision.
10 December 2025
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Kaynes Technology’s Wild Week: Kotak Report, 40% Stock Crash and Why Brokerages Still See 100%+ Upside in This Semiconductor Play

Kaynes Technology’s Wild Week: Kotak Report, 40% Stock Crash and Why Brokerages Still See 100%+ Upside in This Semiconductor Play

Kaynes Technology shares rebounded 14% to Rs 4,350 on December 9 after a weeklong selloff triggered by Kotak’s report alleging accounting lapses and governance issues. The stock had dropped 40% earlier in December, erasing nearly Rs 10,000 crore in value. Kaynes denied wrongdoing and clarified it will not change auditors. Trade Brains cited Macquarie’s Rs 7,700 target, calling Kaynes a “semiconductor stock to buy.”
10 December 2025
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Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research closed Tuesday at $165.81, up 1.9%, just shy of its all-time high. Shares traded between $160.75 and $166.36 on volume near 8 million. After-hours, the stock held steady. The move followed strong earnings and guidance, with analysts raising price targets as AI demand drives sector gains.
10 December 2025
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Stock Market Today

  • Mold-Tek Packaging Shares Jump 19% as Analysts Slightly Downgrade EPS Forecasts
    May 13, 2026, 9:55 PM EDT. Mold-Tek Packaging Limited (NSE:MOLDTKPAC) saw its stock rise 19% to ₹664 after releasing full-year results showing revenue of ₹8.9 billion and statutory earnings per share (EPS) at ₹21.93. Nine analysts updated their 2027 forecasts, predicting revenue growth of 16% to ₹10.3 billion and a 25% rise in EPS to ₹27.38, slightly down from previous EPS estimates of ₹28.46. The consensus price target held steady at ₹796, despite a wide range of valuations from ₹663 to ₹1,148 per share. The company's forecasted revenue growth aligns closely with the industry average of 12% annually, reflecting moderate optimism about future performance yet some cautiousness among analysts.

Latest articles

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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