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Semiconductor Industry News 18 January 2026 - 19 January 2026

Hua Hong Semiconductor A shares (688347) face a leverage test as China tightens margin rules

Hua Hong Semiconductor A shares (688347) face a leverage test as China tightens margin rules

Shanghai, Jan 19, 2026, 08:15 CST — Premarket Hua Hong Semiconductor’s mainland-listed Class A shares approach Monday’s open close to recent peaks. New restrictions on margin financing are about to kick in, likely rattling some of January’s top chip trades. The immediate concern is leverage. China’s regulators have raised the margin collateral ratio for new borrowings to 100% from 80%,…
19 January 2026
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Cambricon stock: China’s leverage curb puts AI-chip favorite in focus before Shanghai open

Cambricon stock: China’s leverage curb puts AI-chip favorite in focus before Shanghai open

Shanghai, Jan 19, 2026, 07:33 CST — Premarket Cambricon Technologies Corp. Ltd.’s Class A shares, listed in Shanghai, face fresh scrutiny Monday as China tightens rules on margin financing. The shift could strain appetite in some of the market’s most crowded AI bets. The stock closed Friday at 1,424.05 yuan, up 0.64%. (MarketScreener) Policy moves are shaping the market. China’s…
19 January 2026
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TSMC stock price: report flags four new Taiwan assembly plants as traders brace for Monday open

TSMC stock price: report flags four new Taiwan assembly plants as traders brace for Monday open

Taipei, January 19, 2026, 07:13 (GMT+8) — Premarket. Taiwan Semiconductor Manufacturing Co’s shares were in focus before trade in Taipei on Monday after Taiwan’s state-run Central News Agency reported the chipmaker stayed tight-lipped on a media report that it plans four new advanced integrated circuit (IC) assembly plants in Taiwan. (Focus Taiwan – CNA English News) The timing matters. Assembly…
19 January 2026
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Micron (MU) stock faces Tuesday test after $1.8B Taiwan fab buy and $100B New York megafab push

Micron (MU) stock faces Tuesday test after $1.8B Taiwan fab buy and $100B New York megafab push

New York, Jan 18, 2026, 18:05 (EST) — The market closed for the day. Micron Technology, Inc. made waves ahead of Tuesday’s U.S. market open with news of a $1.8 billion cash deal to acquire a Taiwan chipmaking plant. On Friday, its shares surged 7.8% before markets closed for the Martin Luther King Jr. Day holiday on Monday. The planned…
19 January 2026
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NVIDIA stock: China blocks H200 chip shipments — what to watch before Wall Street reopens

NVIDIA stock: China blocks H200 chip shipments — what to watch before Wall Street reopens

New York, Jan 18, 2026, 17:59 EST — Market closed. Suppliers of Nvidia’s H200 AI chips have stopped making crucial components after Chinese customs barred shipments from arriving, the Financial Times reported Friday. The H200, a top-tier data-center processor for AI training, was slated to see over 1 million orders from Chinese buyers, according to the report. (Reuters) Nvidia shares…
19 January 2026
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Semiconductor stocks: Nvidia, AMD and Intel in focus as Trump’s AI-chip tariff meets a long-weekend pause

Semiconductor stocks: Nvidia, AMD and Intel in focus as Trump’s AI-chip tariff meets a long-weekend pause

New York, Jan 18, 2026, 12:36 PM EST — Market closed. U.S. semiconductor shares head into the new week following a 1.15% gain in the Philadelphia Semiconductor Index (.SOX) on Friday, closing at 7,927.41. That late-week uptick managed to stick through the long weekend. (Nasdaq Global Index Watch) Chip stocks have driven gains so far in 2026, boosted by a…
18 January 2026
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ASML stock in focus after Morgan Stanley lifts target to €1,400 as trade headlines build

ASML stock in focus after Morgan Stanley lifts target to €1,400 as trade headlines build

Amsterdam, Jan 18, 2026, 16:52 CET — Market closed. ASML Holding NV (ASML.AS) kicks off the week after Morgan Stanley raised its price target to €1,400, highlighting a bull case as high as €2,000 for the Dutch chip equipment giant. The stock closed Friday at €1,167.20 in Amsterdam, up 1.55%. Analyst Lee Simpson expects “order intake over the next 2-3…
18 January 2026
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Micron stock jumps into a holiday-shortened week after $1.8 billion Taiwan fab move

Micron stock jumps into a holiday-shortened week after $1.8 billion Taiwan fab move

New York, Jan 18, 2026, 06:31 ET — Market closed Micron Technology shares surged 7.8% on Friday, closing at $362.75, outpacing a broad semiconductor ETF as memory-chip stocks led gains across the tech sector. Investors head into the weekend with a fresh batch of corporate news to digest before markets reopen. The near-term narrative hasn’t changed: investors want memory tied…
18 January 2026
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Lattice Semiconductor stock price slides before MLK break as TD Cowen lifts target; Feb. 9 earnings loom

Lattice Semiconductor stock price slides before MLK break as TD Cowen lifts target; Feb. 9 earnings loom

New York, Jan 17, 2026, 21:13 EST — Market closed. Lattice Semiconductor Corp (LSCC.O) shares dropped 2.4% on Friday, closing at $83.22. The stock fluctuated between $81.52 and $87.13 during the session, with volume easing to roughly 2.7 million shares ahead of the holiday break. It’s significant since U.S. stock markets will be closed Monday for Martin Luther King Jr.…
18 January 2026
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Samsung Electro-Mechanics stock price holds near 52-week high as earnings and U.S. chip tariff loom

Samsung Electro-Mechanics stock price holds near 52-week high as earnings and U.S. chip tariff loom

Seoul, Jan 18, 2026, 10:48 KST — Market closed Samsung Electro-Mechanics Co., Ltd. shares closed Friday flat at 289,500 won. Attention will return Monday as Seoul markets reopen, with earnings season underway and new U.S. chip tariff developments looming over trading. The components maker has benefited from the broader chip rally in South Korea but now trades near its 52-week…
18 January 2026
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Xi’an ESWIN Material (688783) jumps 4.7% into the weekend — what to watch when China reopens

Xi’an ESWIN Material (688783) jumps 4.7% into the weekend — what to watch when China reopens

Shanghai, Jan 18, 2026, 09:07 CST — Market closed Shares of Xi’an ESWIN Material Technology Co., Ltd. Class A jumped 4.67% to close at 26.87 yuan on Friday. The stock fluctuated between 25.74 and 27.00 during the session, per data from Investing.com. (Investing.com Nigeria) China’s semiconductor sector jumped 4.13% on Jan. 16, topping gains among A-share industries and pushing its…
18 January 2026
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Montage Technology (688008) shares back in play after AI-linked 2025 profit jump forecast

Montage Technology (688008) shares back in play after AI-linked 2025 profit jump forecast

Shanghai, Jan 18, 2026, 08:39 GMT+8 — Market closed Montage Technology Co., Ltd. reported a steep jump in full-year profit in a late-week filing, offering investors new insight into demand for its memory and server connectivity chips just before Monday’s mainland market reopening. This profit alert hits at a crucial moment, right at the start of China’s annual reporting season.…
18 January 2026
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Stock Market Today

  • Bitcoin's rough week, Amazon's drop, TrumpRx launch and market updates
    February 6, 2026, 10:21 AM EST. U.S. shares of Stellantis plunged over 25% following a $26 billion business overhaul charge. Bitcoin and tech stocks faced declines amid concerns over AI spending impacts on the software sector. Amazon shares fell 8% despite beating revenue forecasts, as investors questioned its planned $200 billion capital expenditure mainly on data centers. Big Tech firms, including Alphabet and Meta, lost over $1 trillion in market value this week amid rising spending worries. Meanwhile, former President Trump launched the TrumpRx platform to help reduce U.S. prescription drug costs by directing consumers to discounted sources, amid growing focus on high drug prices compared to other developed countries.
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