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Semiconductor Industry News 18 January 2026

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 quarters to confirm this strength,” pointing to “higher 2027 foundry and memory capex as well as better than feared China demand.” (Investing.com) Why it matters now: ASML’s order intake—the total value of new machine orders—is closely watched as a barometer
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 to AI servers, and Micron is right at the heart of that play. Yet, the company’s recent updates have shifted attention back to supply — specifically, what it can produce, where, and at what speed. This matters since memory tends
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. Day, shifting the next session to Tuesday and squeezing the week’s key events into a shorter timeframe. (New York Stock Exchange) As the calendar fills up, investors are relying more heavily on earnings season to guide the market’s path. “It
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 high. Next week’s earnings will reveal if the rally has outpaced the supply chain’s actual performance. The backdrop is noisy. South Korean stocks have climbed to fresh highs, driven by strong demand in semiconductor shares. Meanwhile, Washington’s recent crackdown on
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 year-to-date climb past 17%, according to a China News Service report cited by Sina Finance. He Chen, an analyst at Caixin Securities, attributed the boost to a surge in AI computing demand, which is reviving the chip cycle and creating
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. Guidance during this period tends to shift valuations sharply — particularly for chip companies seen as stand-ins for AI infrastructure investment. Montage attributed the rise to stronger shipments of its interconnect chips—the crucial hardware that transfers data between components in
18 January 2026
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UMC stock price hits a 52-week high zone — what to watch before United Microelectronics earnings

UMC stock price hits a 52-week high zone — what to watch before United Microelectronics earnings

Taipei, Jan 18, 2026, 08:41 (GMT+8) — Market closed. Shares of United Microelectronics Corp listed in the U.S. closed Friday up 6% at $9.30, outperforming the more subdued broader market heading into the weekend. The ADR climbed to the upper edge of its 52-week range, hitting $9.37 at its peak. That tight margin leaves the company little wiggle room for weak guidance when it reports to investors later this month. (Investing.com) Chip stocks fueled gains on Wall Street to close out a volatile week. U.S. markets will be closed Monday for Martin Luther King Jr. Day, so Tuesday’s session will
18 January 2026
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ASE Technology stock price hits record close as chip rally sets up a holiday-shortened week

ASE Technology stock price hits record close as chip rally sets up a holiday-shortened week

New York, Jan 17, 2026, 19:07 (EST) — Market closed ASE Technology Holding’s shares on the U.S. market ended Friday at $19.41, rising roughly 1.2% to hit a record closing peak. (MacroTrends) The boost matters since ASE operates at the tail end of chip production—handling packaging and testing—where demand shifts quickly as major clients adjust AI server and smartphone strategies. With markets closed over the weekend, investors are entering a holiday-shortened week still focused on the semiconductor sector. The shift rippled through markets. ASE’s Taiwan-listed shares (3711.TW) closed Friday at 303.5 Taiwan dollars, gaining 1.68%, ensuring the stock remains in
18 January 2026
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Microchip Technology stock price: Stifel’s $90 target and auto-flash tie-up put MCHP in focus

Microchip Technology stock price: Stifel’s $90 target and auto-flash tie-up put MCHP in focus

NEW YORK, Jan 17, 2026, 18:59 EST — Market closed. Microchip Technology Incorporated (MCHP.O) closed Friday 0.3% higher, at $74.70. The shares fluctuated between $74.35 and $75.69 during the session, with roughly 7.0 million shares traded. The chipmaker heads into a holiday-shortened week following a nearly flat finish for U.S. stocks on Friday, as chip shares gained ground late in the session. U.S. markets will be closed Monday for Martin Luther King Jr. Day. (Reuters) Tuesday’s reopening looks more promising than usual. Traders now have a couple of fresh analyst calls and a product-related statement to focus on, going beyond
18 January 2026
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NXP stock price slips into long weekend as TD Cowen lifts NXPI target and traders eye earnings

NXP stock price slips into long weekend as TD Cowen lifts NXPI target and traders eye earnings

New York, Jan 17, 2026, 18:38 EST — Market closed NXP Semiconductors N.V. shares fell 0.6% to close Friday at $237.11, wiping out some gains from earlier this week. TD Cowen boosted its price target from $260 to $285 while maintaining a buy rating, citing NXP’s demand outlook as “optically better than others to-date.” (Investing.com India) The pullback happened even though chip stocks generally gained on Friday. The Philadelphia Semiconductor Index climbed 1.2%, while U.S. equities finished mostly flat ahead of Monday’s Martin Luther King Jr. Day holiday, Reuters reported. Ameriprise’s Anthony Saglimbene described markets as “flat-lining” with earnings season
18 January 2026
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MediaTek stock price: Taiwan chip designer closes higher as AI trade lifts sentiment — what to watch next

MediaTek stock price: Taiwan chip designer closes higher as AI trade lifts sentiment — what to watch next

TAIPEI, Jan 18, 2026, 07:13 GMT+8 — The market has closed. MediaTek Inc (2454.TW) saw its shares finish Friday at NT$1,505, marking a 1.01% gain ahead of the weekend pause for Taiwan markets following a strong bounce in tech stocks. (StockAnalysis) The Taiwan Stock Exchange benchmark (^TWII) closed at 31,408.70, gaining 1.94%. Chip-related stocks led the rally, driving the index to yet another record high. (Yahoo Finance) The tone is crucial as investors weigh if the recent surge in Taiwan chip stocks will continue into next week or if it was just a one-off spike pushing them to a record
18 January 2026
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ARM stock price: Arm Holdings ends higher ahead of long weekend, eyes on chip rally and Feb. 4 earnings

ARM stock price: Arm Holdings ends higher ahead of long weekend, eyes on chip rally and Feb. 4 earnings

New York, January 17, 2026, 18:03 EST — Market closed. On Friday, Arm Holdings Plc’s sponsored ADRs ticked up roughly 0.6% to close at $105.78. U.S. stocks ended almost unchanged in a jittery session ahead of the long weekend, with chipmakers pushing higher once again, according to Reuters. “Markets have been flat-lining” as the earnings season kicks off, said Anthony Saglimbene, chief market strategist at Ameriprise Financial. Bruce Zaro of Granite Wealth Management described mid-January as “pretty choppy,” highlighting Friday’s monthly options expiration, when many derivatives contracts expire. The market will be closed Monday for the Martin Luther King Jr.
18 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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