Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Shares of Micron Technology fell 0.5% ahead of Friday’s open after Semianalysis downgraded its forecast, now expecting Micron to miss out entirely on supplying HBM4 memory for Nvidia’s next products. https://www.investing.com/news/stock-market-news/micron-stock-dips-as-analyst-slashes-nvidia-hbm4-supply-forecast-to-zero-4491031

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Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

The Dow Jones Industrial Average held steady on Wednesday morning, lingering near 49,000 as traders eyed the Federal Reserve and a flurry of late-day earnings reports from major companies. By 10:26 a.m. EST, the blue-chip index dipped 3.56 points, or 0.01%, to 48,999.85. Meanwhile, the S&P 500 inched up 0.16%, and the Nasdaq climbed 0.39%.
28 January 2026
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KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

South Korea’s benchmark KOSPI topped 5,000 points for the first time on Thursday, rising as much as 2.2% to 5,019.54. Samsung Electronics and SK Hynix led the move, while Hyundai Motor traded at a record. “The bullish market trend this time is a fundamentals-driven one based on earnings growth,” said Kim Jae-seung, an analyst at Hyundai Motor Securities.
22 January 2026
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Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology, Inc. shares dipped in after-hours trading Tuesday following news that SK Hynix plans to pour 19 trillion won into a new advanced chip-packaging plant in South Korea. Construction is expected to kick off in April and finish by the end of 2027. Micron dropped $7.76, or roughly 2.2%, to $338.11 from a prior close of $345.87; the stock opened at $346.24 and moved between $335.23 and $351.11 during the session. Macquarie Equity Research noted SK Hynix held 61% of last year’s high-bandwidth memory market, well ahead of Samsung Electronics at 19% and Micron at 20%.
13 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters
1 January 2026
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