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Semiconductors 29 December 2025 - 31 December 2025

GlobalFoundries (GFS) stock slides after Wedbush downgrade warns chip downturn will last longer

Shares of GlobalFoundries Inc fell 2.6% to $35.17 by 2:25 p.m. ET on Wednesday after Wedbush downgraded the contract chipmaker, pressuring the stock on the year’s final trading day. The shares touched $35.03 at the session low.

31 December 2025

NASDAQ:GFS·Semiconductors·Technology

Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

Micron Technology, Inc. shares were down about 1.8% at $287.35 in late-morning New York trading on Wednesday. The stock has ranged from $284.45 to $293.91 so far in the session, with about 9.2 million shares traded.

31 December 2025

NASDAQ:MU·Semiconductors·Stock Market·Technology

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares fell 0.4% in premarket trading on Wednesday after Reuters reported Nvidia was sounding out the chipmaker about expanding production of its H200 artificial intelligence chips for Chinese customers. Chinese firms have ordered more than 2 million H200 chips for 2026 while Nvidia has about 700,000 units in stock, and it has asked TSMC to start additional output in the second quarter of 2026 using TSMC’s 4-nanometer process, Reuters said, adding that Beijing has yet to greenlight shipments and sources put pricing at around $27,000 per chip. The stock was down $1.15 at $299.58. Reuters

31 December 2025

NASDAQ:NVDA·NVIDIA·NYSE:TSM·Semiconductors·Stock Market

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Nvidia has approached contract chipmaker Taiwan Semiconductor Manufacturing Co to ramp output of its H200 graphics processing units — chips used to train and run artificial-intelligence models — as demand from Chinese tech firms jumps, sources told Reuters. Chinese companies have ordered more than 2 million H200 chips for 2026, far above the roughly 700,000 units Nvidia holds in inventory, the people said. TSMC is expected to begin work on expanded output in the second quarter of 2026, and the plan depends on whether Beijing clears H200 imports after Washington recently allowed exports to China with a 25% fee, the sources said. Reuters

31 December 2025

Artificial Intelligence·NASDAQ:NVDA·Semiconductors·Stock Market

Analog Devices stock slips as year-end tech dip cools semis; what investors watch next

Analog Devices shares slipped on Tuesday, ending down 0.3% at $274.82 as chip stocks drifted lower into the final stretch of the year. StockAnalysis

31 December 2025

NASDAQ:ADI·Semiconductors·Stock Market

Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade

Texas Instruments shares were little changed at $175.42 in late after-hours trading on Tuesday, after slipping 0.15% in the regular session.

31 December 2025

Federal Reserve·NASDAQ:TXN·Semiconductors·Stock Market

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

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%.

31 December 2025

NASDAQ:LRCX·Semiconductors·Stock Market

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

Sandisk Corp 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

30 December 2025

Earnings Reports·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

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

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.

30 December 2025

NASDAQ:AMD·Semiconductors·Stock Market·Technology

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

Applied Materials, Inc. 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.

30 December 2025

NASDAQ:AMAT·NASDAQ:ASML·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market

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

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

30 December 2025

NASDAQ:AMAT·NASDAQ:ASML·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

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

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

30 December 2025

KRX:000660·KRX:005930·Semiconductors·Technology

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

Micron Technology shares were up 3.4% in premarket trading on Tuesday, indicating a move to about $294.37.

30 December 2025

NASDAQ:MU·Semiconductors·Technology

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

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

30 December 2025

Federal Reserve·NASDAQ:AMAT·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

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

Marvell Technology Inc 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.

30 December 2025

Federal Reserve·NASDAQ:MRVL·Semiconductors·Stock Market

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

Lam Research Corporation 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.

30 December 2025

Earnings Reports·NASDAQ:LRCX·Semiconductors·Stock Market

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

Micron Technology 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.

29 December 2025

NASDAQ:MU·Semiconductors·Stock Market·Technology

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

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.

29 December 2025

NASDAQ:AAOI·Semiconductors·Stock Market·Technology

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

Lam Research Corp shares fell about 1% on Monday as chip-related stocks eased in year-end trading.

29 December 2025

NASDAQ:LRCX·Semiconductors·Stock Market

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

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

29 December 2025

NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:DBRG·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

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Semiconductors 29 December 2025 - 31 December 2025

GlobalFoundries (GFS) stock slides after Wedbush downgrade warns chip downturn will last longer

Micron stock slips today as China’s CXMT targets $4.2 billion DRAM IPO

TSMC stock today: Taiwan Semi slips premarket on Nvidia H200 supply talks and a 2nm production update

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Analog Devices stock slips as year-end tech dip cools semis; what investors watch next

Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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