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Semiconductor Industry News 18 January 2026 - 20 January 2026

SK hynix stock price: Tariff headlines and Jan 29 earnings keep 000660.KS in play

SK hynix stock price: Tariff headlines and Jan 29 earnings keep 000660.KS in play

SK Hynix closed at 764,000 won on Jan. 19, up 1.06%, as Korean chip stocks rallied and the Kospi hit a record 4,904.66. South Korea said it will seek talks if the U.S. imposes tariffs on memory chips, raising uncertainty for SK Hynix and Samsung. SK Hynix reports earnings Jan. 29, with investors watching for updates on AI memory demand and trade policy.
20 January 2026
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JCET stock rises again in Shanghai as “advanced packaging” trade draws fresh bids

JCET stock rises again in Shanghai as “advanced packaging” trade draws fresh bids

JCET Group’s A-shares rose 2.6% to 49.66 yuan in Shanghai by 10:10 a.m. Monday, extending last week’s rally. A new brokerage note cited capacity expansion and potential packaging price hikes driven by AI and memory demand. Margin financing in JCET surged, with net buys reaching 461 million yuan Friday. Peer Huatian Technology gained 0.9% in early trading.
19 January 2026
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Tower Semiconductor stock jumps into MLK Day break; what traders watch next for TSEM shares

Tower Semiconductor stock jumps into MLK Day break; what traders watch next for TSEM shares

Tower Semiconductor shares rose 4.7% to $129.83 Friday, nearing a 52-week high ahead of the U.S. market closure for Martin Luther King Jr. Day. Trading resumes Tuesday. The company has not confirmed its next earnings date, with Nasdaq listing Feb. 9 as a placeholder. The Federal Reserve’s next policy meeting is set for Jan. 27-28.
19 January 2026
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Winbond Electronics stock price jumps as Morgan Stanley target hike fuels Taiwan memory rally

Winbond Electronics stock price jumps as Morgan Stanley target hike fuels Taiwan memory rally

Winbond shares surged nearly 8% in early Taipei trading Monday, hitting NT$117 after Morgan Stanley raised its target price to NT$130, citing tighter supply in older memory chips. Trading volume dropped to 25.4 million shares. Powerchip jumped almost 10% after Micron announced a $1.8 billion fab acquisition in Taiwan. Investors await Nanya Technology’s earnings call later in the day.
19 January 2026
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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

Hua Hong Semiconductor’s Class A shares hovered near 52-week highs ahead of Monday trading as China’s new margin financing rules take effect, raising collateral requirements to 100%. The stock closed at 140.00 yuan on Jan. 16, up nearly 199% in a year. Analysts warn of possible volatility in tech shares as leverage tightens. China’s GDP data, due Monday, could further sway market sentiment.
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

China’s stock exchanges will raise the minimum margin requirement for new leveraged trades to 100% from 80% starting Monday. Cambricon Technologies Class A shares closed at 1,424.05 yuan Friday, up 0.6%, ahead of the rule change. Traders are watching for forced selling in high-momentum tech stocks as the new rules take effect. Existing margin contracts remain under previous requirements.
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

TSMC declined to comment on reports it may build four advanced IC assembly plants in Taiwan, according to CNA. Taipei-listed shares closed up 2.96% Friday; U.S. shares rose 0.2%. Liberty Times said senior vice president Cliff Hou could address the plans next week. Investors await confirmation and details on AI hardware capacity.
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

Suppliers of Nvidia’s H200 AI chips have halted production of key parts after Chinese customs blocked shipments, the Financial Times reported Friday. Nvidia shares closed down 0.5% at $186.23, diverging from gains in the broader chip sector. U.S. markets are closed Monday for Martin Luther King Jr. Day. China has not confirmed a formal ban or explained the customs move.
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

The Philadelphia Semiconductor Index rose 1.15% to 7,927.41 Friday, with chip stocks leading early 2026 gains. President Trump imposed a 25% tariff on select Nvidia and AMD AI chips, calling it “phase one.” Washington and Taiwan signed a deal to boost U.S. chip manufacturing, with Taiwanese firms pledging $250 billion in investment. Nvidia shares rose over 2%, while Intel slipped and AMD gained 1.7%.
18 January 2026
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Stock Market Today

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
Ashtead shares closed Friday at 4,936p, up 1.09%, after the company bought 88,872 shares under its repurchase program. The group is set to shift its primary listing to New York on March 2, pending court approval, and will be removed from the FTSE UK index the same day. Ashtead paid a half-year dividend of 37.5 U.S. cents per share on Friday.
Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

7 February 2026
Beazley shares closed flat at 1,236 pence Friday as BlackRock disclosed a 6.55% stake and Vanguard reported 5.02%. Wellington Management cut its holding below 5%. The disclosures follow Zurich Insurance’s possible takeover offer of up to 1,335 pence per share, with a Feb. 16 deadline for a firm bid.
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