Semiconductors News 20 December 2025

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

On December 24, 2025, a Christmas Eve headline jolted the AI hardware world: CNBC reported that Nvidia had agreed to buy AI chip startup Groq for about $20 billion in cash, a move that would rank among Nvidia’s biggest strategic

25 December 2025

Artificial Intelligence·Business Deals·Mergers & Acquisitions·Semiconductors·Tech Industry

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 (NASDAQ: LRCX) 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

24 December 2025

AI Technology·Company News·Investment Analysis·Semiconductors·Stock Market

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

December 24, 2025 — Micron Technology, Inc. (NASDAQ: MU) is ending 2025 at the center of one of the market’s most closely watched semiconductor storylines: the collision of AI infrastructure buildouts with the world’s tightest memory supply in years. Micron’s

24 December 2025

Earnings Reports·Investment Analysis·Semiconductors·Stock Market·Technology

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

Applied Materials, Inc. (NASDAQ: AMAT) is starting the holiday-shortened trading week in focus as investors weigh two powerful forces pulling the stock in opposite directions: accelerating AI-driven semiconductor investment and persistent U.S.-China export restrictions that continue to reshape the company’s

22 December 2025

Artificial Intelligence·Investing·Semiconductors·Stock Market·Technology

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

On December 22, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) and its U.S.-listed ADR (NYSE: TSM) landed back in the spotlight as a new set of institutional ownership disclosures highlighted fresh buying and position increases, even as other managers continued to

22 December 2025

AI Industry·Financial News·Institutional Investors·Semiconductors·Stock Market

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

Date: Sunday, December 21, 2025 ON Semiconductor Corporation (onsemi) heads into a holiday-shortened trading week with two unusual forces likely to dominate price action: (1) index-driven flows tied to ON’s removal from the Nasdaq-100, and (2) a steady drumbeat of

22 December 2025

Company News·Investment Strategies·Nasdaq Updates·Semiconductors·Stock Market

Semiconductor Stocks Week Ahead (Dec. 22–26, 2025): Nvidia, Micron, Broadcom and TSMC in Focus as AI Spending, Memory Shortages and China Headlines Drive Volatility

Semiconductor stocks head into the Christmas week with a familiar mix of tailwinds and tripwires: accelerating AI and data-center buildouts on one side, and renewed investor anxiety about the cost (and financing) of that buildout on the other. The result

21 December 2025

Artificial Intelligence·Investing·Semiconductors·Stock Market·Technology News

Lam Research Stock Week Ahead (LRCX): Analysts Lift Targets as AI Chip Spending Outlook Brightens Into a Holiday-Shortened Market

Week ahead: Dec. 22–26, 2025 (report written Dec. 21, 2025) Lam Research Corporation (NASDAQ: LRCX) is heading into the Christmas week on a surge of optimism that has pushed the semiconductor equipment maker to fresh highs—powered by bullish analyst notes,

21 December 2025

AI Technology·Investment Analysis·Market Outlook·Semiconductors·Stock Market

AMD Stock Week Ahead: China Chip Headlines, AI Deal Momentum, and Key U.S. Data in a Holiday-Shortened Week (Dec 22–26, 2025)

As the market heads into Christmas week, Advanced Micro Devices, Inc. (NASDAQ: AMD) enters a thin-liquidity stretch with big-picture AI optimism colliding with near-term volatility—and fresh attention on China-related chip policy. AMD shares finished the last full session around $213.43

21 December 2025

AI Technology·Semiconductors·Stock Market

GlobalFoundries Stock (GFS) Today: Latest News, Analyst Forecasts, and the 2026 Setup (Dec. 21, 2025)

December 21, 2025 — GlobalFoundries (NASDAQ: GFS) stock is heading into the final stretch of the year with a familiar investor question hanging in the air: is this “boring but essential” chipmaker quietly building a better growth engine—or just treading

21 December 2025

Analyst Ratings·Financial News·Investing·Semiconductors·Stock Market

Intel Stock (INTC) Today: Nvidia’s $5B Investment Clearance, High-NA EUV Milestone, and Wall Street’s 2026 Outlook

December 21, 2025 — Intel Corporation (NASDAQ: INTC) heads into the final stretch of the year with a familiar mix of catalysts and complications: a high-profile Nvidia investment that just cleared U.S. antitrust review, a tangible manufacturing milestone tied to

21 December 2025

Financial News·Investing·Semiconductors·Stock Market·Technology

KLA Corporation Stock (KLAC): Today’s News, Analyst Forecasts, and 2026 Outlook as AI Drives Chip Equipment Spending (Dec. 20, 2025)

KLA Corporation (NASDAQ: KLAC) heads into the Dec. 20, 2025 weekend with its stock sitting near recent highs after a volatile mid-December stretch that featured a major analyst upgrade, multiple price-target increases, and fresh industry forecasts projecting another leg of

20 December 2025

AI Technology·Financial News·Investment Analysis·Semiconductors·Stock Market

Semiconductors News 20 December 2025 - 25 December 2025