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Semiconductor Industry News 16 January 2026 - 17 January 2026

TSMC stock: Taiwan shares close at NT$1,740 as capex push and Arizona plans steer next week

TSMC stock: Taiwan shares close at NT$1,740 as capex push and Arizona plans steer next week

TAIPEI, Jan 18, 2026, 06:30 (GMT+8) — Market closed Taiwan Semiconductor Manufacturing Co’s shares jumped 2.96%, closing at a peak of NT$1,740 on Friday. This surge helped push Taiwan’s Taiex index to a record high. “These figures simply told investors AI demand is robust,” said Alex Huang of Mega International Investment Services, noting the company’s forecast of nearly 30% sales growth for 2026 and a capex plan reaching $56 billion for factories and equipment. (Focus Taiwan – CNA English News) This move carries weight far beyond Taipei as investors try to figure out how chip manufacturing is shifting globally. Washington
17 January 2026
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KLA stock price holds near fresh highs after TSMC capex jolt; analysts lift targets ahead of earnings

KLA stock price holds near fresh highs after TSMC capex jolt; analysts lift targets ahead of earnings

NEW YORK, Jan 17, 2026, 4:43 PM EST — Market closed KLA Corp shares (KLAC.O) closed Friday at $1,567.82, marking a 1.48% gain following a 7.70% surge on Thursday. During the session, the stock hit a peak of $1,581.34. (Investing.com) The latest surge came as investors piled into chip-equipment stocks following Taiwan Semiconductor Manufacturing Co’s record profit report and its plan to spend $52 billion to $56 billion on capital expenditures in 2026. TSMC also projected revenue growth near 30% this year. CEO C.C. Wei admitted the company was “very nervous” about the hefty investment. (Reuters) Semiconductor tool shares saw
17 January 2026
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Applied Materials stock price holds near $327 after TSMC capex jolt — what to watch next

Applied Materials stock price holds near $327 after TSMC capex jolt — what to watch next

New York, Jan 17, 2026, 15:07 EST — The market has closed. Shares of Applied Materials ended Friday 2.5% higher, closing at $327.01 after fluctuating between $320.29 and $330.14. The U.S. markets will be closed Monday for Martin Luther King Jr. Day, so the next chance to trade will come Tuesday. (New York Stock Exchange) Customer spending is in focus. Taiwan Semiconductor announced a hefty $52 billion to $56 billion capital expenditure plan for 2026, targeting factories and equipment—well above analysts’ $46 billion forecast, Reuters reported. This signals strong tool demand across the industry. “The market has underestimated again how
17 January 2026
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Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings

Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings

New York, Jan 17, 2026, 13:08 ET — Market closed. Micron Technology (MU.O) shares jumped on Friday after a Form 4 filing — the SEC disclosure insiders use for stock trades — showed director Teyin M. Liu bought 23,200 shares in open-market transactions. The purchases were priced around $337 a share and totaled about $7.82 million, the filing showed. (SEC) Chip stocks now head into a holiday-shortened week with tariffs and U.S. buildout plans back in focus after the United States and Taiwan clinched a trade deal that cuts broad tariffs on most Taiwanese exports to 15% from 20% and
17 January 2026
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SK hynix stock price: Trump’s new AI chip tariff keeps traders on edge into Monday

SK hynix stock price: Trump’s new AI chip tariff keeps traders on edge into Monday

Seoul, Jan 18, 2026, 01:28 KST — The market has closed. SK hynix (000660.KS) shares ended Friday up 0.93%, closing at 756,000 won after swinging between 747,000 and 763,000, according to Investing.com. The stock heads into the next Seoul session under the shadow of a new U.S. tariff action, with no chance to respond until Monday. (Investing.com) The trade angle is crucial now since chip giants have been driving much of South Korea’s market rally. SK hynix stands out as a key player, with foreign investment flows frequently tracking these familiar names. SK hynix is focusing on high-bandwidth memory, or
17 January 2026
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Nvidia stock tumbles into long weekend after China blocks H200 chip shipments

Nvidia stock tumbles into long weekend after China blocks H200 chip shipments

New York, January 17, 2026, 09:44 EST — Market closed. Nvidia shares slipped 0.44% to close at $186.23 on Friday following reports that Chinese customs blocked shipments of the company’s H200 AI processors. This move reportedly forced parts suppliers to halt production. (Reuters) The flare-up is significant since Washington recently opened a limited channel for H200 sales to China, intending to let approved commercial deals move forward under strict conditions. If Beijing looks to tighten controls at the border again, it throws uncertainty over a market crucial to near-term demand for data-center chips. (Reuters) China is drafting rules to control
17 January 2026
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Semiconductor stocks rally as TSMC lifts 2026 capex to $56 billion; ASML hits $500 billion mark

Semiconductor stocks rally as TSMC lifts 2026 capex to $56 billion; ASML hits $500 billion mark

New York, Jan 16, 2026, 19:31 EST Semiconductor shares closed the week stronger Friday, with the PHLX Semiconductor index (.SOX) climbing 1.2%, despite the S&P 500 and Nasdaq finishing lower for the week. Earnings season picks up next week, featuring heavy hitters like Intel set to report. (Reuters) The late-week rally came after Taiwan Semiconductor Manufacturing Co, the world’s largest contract chipmaker, reported a 35% jump in fourth-quarter profit. TSMC also forecasted a nearly 30% rise in 2026 revenue in U.S. dollars and set capital spending at $52 billion to $56 billion for 2026. CEO C.C. Wei added the company
17 January 2026
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AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

NEW YORK, Jan 16, 2026, 19:19 EST Taiwan Semiconductor Manufacturing Co set the tone for AI-linked stocks this week after the chipmaker forecast 2026 revenue would rise nearly 30% and put 2026 capital spending, or capex, at $52 billion to $56 billion, underscoring demand for processors used to train and run AI systems. Chief Executive C.C. Wei also pointed to a push for more U.S. capacity, saying an Arizona land buy “gives you a hint” of plans to expand “many fabs” there, while warning TSMC was “very nervous” about investing at that scale. (Reuters) The numbers matter because TSMC sits
17 January 2026
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AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

AI stocks move after hours: Nvidia slips on China H200 curb as Broadcom, AMD rise

New York, Jan 16, 2026, 17:08 EST — After-hours Nvidia shares were down about 0.5% in after-hours trading on Friday, lagging other AI-linked chip names, after Reuters reported this week that Chinese customs authorities told agents its H200 chips were not permitted to enter China. Broadcom rose about 2.6% and AMD gained 1.7% in late trade. The moves matter because AI stocks are no longer trading just on demand. Policy now sits right on top of the story — tariffs, export rules, and where the next wave of data centers gets built. That hits at an awkward moment. Earnings season
16 January 2026
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AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

NEW YORK, Jan 16, 2026, 14:32 ET — Regular session Micron Technology jumped 5.6% to $355.58 in early afternoon trading on Friday, boosting a cluster of AI-focused chip stocks as investors returned to the data-center buildout play. Nvidia edged up 0.3% to $187.68, AMD climbed 1.5% to $231.36, and the iShares Semiconductor ETF rose 1.5%. The bid follows Taiwan Semiconductor Manufacturing Co’s announcement of a bigger spending plan and a stronger growth outlook, tied to what it dubs an “AI mega trend.” TSMC predicts 2026 revenue will climb nearly 30%, with capital expenditures hitting between $52 billion and $56 billion,
16 January 2026
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Lam Research stock rises in regular trade as Wells Fargo upgrade and TSMC capex lift chip-gear names

Lam Research stock rises in regular trade as Wells Fargo upgrade and TSMC capex lift chip-gear names

New York, Jan 16, 2026, 11:55 AM EST — Regular session Lam Research shares climbed 3.3% to $224.57 in late morning trading, extending gains across chip-equipment stocks following positive cues from major clients and a new upgrade from Wall Street. The stock has tracked chipmakers’ capital spending closely, with investors quick to jump on any sign of increased tool orders in 2026. This week saw a boost from Taiwan Semiconductor Manufacturing Co raising its spending forecast and offering a more positive outlook on memory demand. Why it matters now: Lam supplies wafer fabrication equipment—the costly, high-tech machines chipmakers rely on
16 January 2026
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TSMC stock climbs again as chip rally returns — what Wall Street is watching next

TSMC stock climbs again as chip rally returns — what Wall Street is watching next

New York, Jan 16, 2026, 10:03 EST — Regular session Shares of Taiwan Semiconductor Manufacturing Co, listed in the U.S., climbed roughly 2% to $348.48 Friday morning. The move pushed the chip sector’s rebound further after a patchy stretch for U.S. stocks earlier in the week. This matters because investors view TSMC as the clearest indicator of demand for artificial-intelligence hardware and the industry’s spending appetite to satisfy it. When TSMC’s stock shifts, the broader chip sector usually takes note. The start of earnings season is here, and guidance is stealing the spotlight from past quarter results. Traders are weighing
16 January 2026
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Stock Market Today

BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
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