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Semiconductor Industry News 14 January 2026 - 17 January 2026

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…
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…
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…
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…
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…
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…
16 January 2026
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Qualcomm stock slips as chip rally rolls on; QCOM eyes Feb. 4 earnings

Qualcomm stock slips as chip rally rolls on; QCOM eyes Feb. 4 earnings

New York, Jan 15, 2026, 14:09 EST — Regular session Shares of Qualcomm (QCOM.O) slipped $2.65, or 1.6%, to $161.89 in afternoon trading Thursday, after an earlier range between $167.30 and $161.05. The stock’s drop drew attention as chip stocks have been reacting sharply to policy news and initial earnings reports, with investors quick to punish those linked to weaker…
15 January 2026
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Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

Applied Materials stock jumps today as TSMC lifts 2026 capex and Barclays upgrades AMAT

New York, Jan 15, 2026, 11:55 (ET) — Regular session underway. Applied Materials (AMAT.O) jumped 7.8% to $325.41 in late-morning trading Thursday, riding a wave of gains among chip equipment stocks following encouraging factory spending data. Lam Research gained 5.9%, KLA surged 9.0%, and U.S.-listed shares of Taiwan Semiconductor Manufacturing rose 6.9%. TSMC’s announcement to boost 2026 capital spending to…
15 January 2026
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Nvidia stock today: NVDA rises in premarket as China drafts rules for H200 chip buys

Nvidia stock today: NVDA rises in premarket as China drafts rules for H200 chip buys

New York, Jan 15, 2026, 08:51 EST — Premarket Nvidia Corp (NVDA) shares climbed 1.8% in Thursday premarket trading to $186.40, rebounding after a 1.4% drop on Wednesday, according to MarketWatch. The move followed a Nikkei Asia report saying China is drafting rules to limit how many advanced AI chips local companies can import from suppliers like Nvidia. Reuters, unable…
15 January 2026
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TSMC stock slips before U.S. open after record profit; big capex plan back in focus

TSMC stock slips before U.S. open after record profit; big capex plan back in focus

New York, Jan 15, 2026, 04:54 EST — Premarket Taiwan Semiconductor Manufacturing Co’s shares listed in the U.S. dropped 1.2% in premarket trading Thursday, despite the chipmaker posting a record-breaking fourth-quarter profit that surpassed expectations. (Reuters) This print matters because TSMC dictates the rhythm for the entire chip supply chain — spanning from equipment manufacturers to leading AI chip designers.…
15 January 2026
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Intel stock steadies after KeyBanc upgrade sparks AI-server demand debate

Intel stock steadies after KeyBanc upgrade sparks AI-server demand debate

New York, January 14, 2026, 10:28 AM EST — Regular session Intel shares climbed 1.4% to $47.94 on Wednesday, retreating slightly from an earlier surge but holding steady after a big jump the previous day. So far, the stock has fluctuated between $47.56 and $49.41 during the session. KeyBanc upgraded Intel to “overweight,” signaling the firm expects it to outperform…
14 January 2026
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Nvidia stock (NVDA) steadies as China blocks H200 chip imports, clouding U.S. export green light

Nvidia stock (NVDA) steadies as China blocks H200 chip imports, clouding U.S. export green light

New York, Jan 14, 2026, 09:33 EST — Regular session Nvidia shares ticked up 0.5% to $185.81 in early Wednesday trading after Reuters reported that Chinese customs officials instructed agents to block imports of the company’s H200 AI chips. This move complicates any potential restart of sales in China. The report added that Chinese regulators have warned local tech firms…
14 January 2026
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Stock Market Today

  • Why the Vanguard Total Stock Market ETF Remains a Top Buy-and-Hold Choice
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