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Semiconductor Industry News 12 January 2026 - 14 January 2026

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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Intel stock pops again in premarket as KeyBanc flags ‘sold out’ 2026 server CPUs

Intel stock pops again in premarket as KeyBanc flags ‘sold out’ 2026 server CPUs

New York, Jan 14, 2026, 08:15 EST — Premarket Intel shares climbed 1.5% to $47.99 in Wednesday’s premarket, following a 7.3% jump the day before. The stock had ended Tuesday at $47.29. (Public) KeyBanc Capital Markets grabbed attention by upgrading Intel to “overweight” just a day ago, a rare bullish call. Intel is working hard to win back investor confidence…
14 January 2026
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Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

NEW YORK, Jan 13, 2026, 16:15 EST — After-hours Micron Technology, Inc. (MU) shares dipped in after-hours trading Tuesday following news that SK Hynix plans to pour 19 trillion won ($12.9 billion) into a new advanced chip-packaging plant in South Korea. Construction is expected to kick off in April and finish by the end of 2027. Micron dropped $7.76, or…
13 January 2026
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Navitas Semiconductor (NVTS) stock slides 11% in choppy trade — what investors are watching next

Navitas Semiconductor (NVTS) stock slides 11% in choppy trade — what investors are watching next

NEW YORK, Jan 13, 2026, 14:58 EST — Regular session Navitas Semiconductor shares dropped roughly 11% Tuesday, erasing earlier gains in a choppy session. The stock fluctuated sharply, hitting a high of $10.96 before sliding to $9.30. By the close, shares stood at $9.33. This matters because Navitas is one of the smaller, more volatile stocks investors turn to when…
13 January 2026
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Qualcomm (QCOM) stock slips as Mizuho flags Apple modem risk; what to watch next

Qualcomm (QCOM) stock slips as Mizuho flags Apple modem risk; what to watch next

New York, Jan 13, 2026, 12:19 (EST) — Regular session Qualcomm shares slipped roughly 1.5% to $166.80 on Tuesday, lagging behind the broader semiconductor sector as chip-focused ETFs edged up. The broader market held steady following new U.S. inflation figures, with the S&P 500 tracker nearly flat and the Nasdaq-100 fund ticking up slightly. The Labor Department reported that consumer…
13 January 2026
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Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips

Intel and AMD stocks jump after KeyBanc upgrade flags “sold out” AI server chips

New York, January 13, 2026, 10:26 (EST) Intel and Advanced Micro Devices shares climbed in early U.S. trading on Tuesday after KeyBanc Capital Markets upgraded both chipmakers, arguing demand from big cloud data-center buyers is running ahead of supply. The move matters because investors have been hunting for more winners from the AI buildout beyond the usual suspects. A call…
13 January 2026
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ON Semiconductor stock slides before the open on CPI day: what investors watch next

ON Semiconductor stock slides before the open on CPI day: what investors watch next

New York, Jan 13, 2026, 04:33 EST — Premarket ON Semiconductor Corporation’s shares edged down 0.3% in early premarket Tuesday, following a 5.5% tumble in the previous session. The chipmaker is off to a sluggish start this week, with the stock last seen trading at $58.59 in premarket action. (Investing.com) The timing is crucial as the U.S. consumer price index…
13 January 2026
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Synopsys stock rises as CEO flags export curbs, points to March Converge event

Synopsys stock rises as CEO flags export curbs, points to March Converge event

New York, Jan 12, 2026, 21:23 EST — Market closed. Synopsys (SNPS.O) ended Monday 1.6% higher at $533.42 as investors digested a shareholder letter from CEO Sassine Ghazi. He highlighted “export restrictions” adding “a measure of uncertainty” to 2025 and flagged “execution challenges.” Ghazi also announced the company will showcase its integrated Synopsys-Ansys platform at a “Synopsys Converge” event in…
13 January 2026
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Broadcom (AVGO) stock rises after the bell as ARK buys in — CPI and chip earnings loom

Broadcom (AVGO) stock rises after the bell as ARK buys in — CPI and chip earnings loom

New York, January 12, 2026, 16:49 ET — Trading after hours. Broadcom Inc shares climbed 2.1% to $352.21 in after-hours trading following Monday’s session, where prices fluctuated between $337.80 and $353.89. The day saw roughly 20.9 million shares change hands. The stock notched a second day of gains, outpacing the broader market’s slight uptick, though it remains roughly 15% shy…
12 January 2026
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KLA stock touches a 52-week high as chip equipment shares climb ahead of earnings

KLA stock touches a 52-week high as chip equipment shares climb ahead of earnings

New York, Jan 12, 2026, 13:36 ET — Regular session KLA Corp shares climbed roughly 1.9% to $1,426.46 on Monday, hitting $1,428.51—marking their highest point in 52 weeks—as demand for chip-equipment stocks remained strong. (Investing.com) KLA’s quarterly results carry weight, as they often set the tone for semiconductor spending forecasts early in the year. The company plans to release its…
12 January 2026
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Micron stock barely budges as exec warns DRAM crunch may last until 2028

Micron stock barely budges as exec warns DRAM crunch may last until 2028

New York, Jan 12, 2026, 12:24 EST — Regular session Micron Technology shares barely moved Monday after a company executive warned that the DRAM shortage—used in servers, PCs, and phones—might not ease significantly until 2028. The remarks come at a crucial time for Micron’s shares. The company now serves as a key indicator for the memory upcycle’s duration, with data…
12 January 2026
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Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

Applied Materials stock rises on Susquehanna upgrade as chip gear spending call widens

New York, Jan 12, 2026, 10:56 EST — Trading in the regular session. Applied Materials shares climbed Monday following a more optimistic call from Susquehanna. The firm upgraded the chip-equipment maker to positive from neutral, citing an anticipated surge in factory spending across the industry. https://www.tipranks.com/news/the-fly/applied-materials-upgraded-to-positive-from-neutral-at-susquehanna-thefly-2 The call came as U.S. stocks wavered amid renewed concerns over the Federal Reserve…
12 January 2026
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Stock Market Today

  • Lion Finance Group PLC Executes Share Buyback of 3,000 Shares
    February 6, 2026, 1:40 PM EST. Lion Finance Group PLC completed a purchase of 3,000 ordinary shares on 6 February 2026 as part of its ongoing share buyback programme initiated in August 2025, extended in November 2025. Shares were acquired via Cavendish Capital Markets on the London Stock Exchange at an average price of 9,934.26 pence per share, with a high of 9,995 pence and a low of 9,781.57 pence. The repurchased shares will be held in treasury pending cancellation, which will reduce the company's outstanding shares with voting rights to 43,377,487. This figure will be used by shareholders to assess disclosure requirements under FCA's Disclosure Guidance and Transparency Rules. Lion Finance Group will provide further updates on additional share repurchases under the programme.
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