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Semiconductors 24 December 2025 - 30 December 2025

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

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.. 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
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.
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 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.
27 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

December 25, 2025 — The United States has formally moved toward new tariff action on Chinese semiconductors, but with a major twist: the tariff rate is set at 0% for now and won’t rise until June 23, 2027, giving companies an 18‑month runway to adjust supply chains while Washington tries to keep a fragile détente with Beijing intact. Reuters
25 December 2025
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

Dec. 24, 2025 — Lam Research Corporation is trading near fresh highs in a holiday-shortened U.S. session as investors digest a newly filed CEO stock-sale disclosure, a stream of analyst target updates, and industry forecasts that point to continued strength in semiconductor manufacturing equipment spending tied to AI and high-bandwidth memory. U.S. equities markets close early at 1:00 p.m. ET on Christmas Eve, which often compresses volume and amplifies short-term price moves. New York Stock Exchange+1
24 December 2025
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