Today: 7 February 2026
Subscribe
Browse Category

Semiconductor Industry News 11 January 2026 - 13 January 2026

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 Silicon Valley this March. (Synopsys Investor Relations) Timing is key. Export restrictions now heavily influence chip tools and design software sectors, with investors scrambling to assess how much disruption is already priced into forecasts for 2026. Synopsys provides electronic design
13 January 2026
····
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 of its December 52-week peak. Traders are wrestling with what will drive the next move for major AI-related chip stocks—demand, profit margins, or interest rates. (MarketWatch) Cathie Wood’s ARK Invest has taken a new position in Broadcom, snapping up 31,573
12 January 2026
·····
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 fiscal second-quarter earnings on Jan. 29 after the U.S. markets close. Along with the report, investors will get a shareholder letter and earnings slides, followed by a webcast at 2 p.m. PT. (KLA Corporation) Equipment stocks have been driven by
12 January 2026
·····
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 center demand—driven in part by AI systems—absorbing supply that previously went to consumer gadgets. In an interview released Sunday during CES week, Micron Vice President Christopher Moore said the company is “trying to help consumers around the world,” while data-center
12 January 2026
····
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 and policy uncertainty, a combination that has rattled growth stocks throughout the year. https://www.reuters.com/business/finance/wall-st-futures-slip-worries-over-fed-independence-financial-stocks-slide-2026-01-12/ In this sort of market, investors look for clear signals — and with chip tools, that usually means watching if customers continue ordering equipment for new
12 January 2026
·······
Lam Research stock holds near highs after Susquehanna lifts LRCX target to $250

Lam Research stock holds near highs after Susquehanna lifts LRCX target to $250

New York, Jan 12, 2026, 10:25 (EST) — Regular session underway Lam Research shares inched up 0.3% to $219.05 on Monday after Susquehanna lifted its price target for the chip-equipment giant to $250, maintaining a Positive rating. Analyst Mehdi Hosseini cited channel checks indicating the industry is gearing up for roughly $120 billion in wafer-fab equipment spending, with projections exceeding $150 billion over the longer term. (TipRanks) Timing is crucial. Investors are returning to semiconductor capital equipment—the expensive machinery chipmakers snap up to grow their fabs—betting that AI data centers are accelerating demand. Wall Street’s major indexes kicked off lower
12 January 2026
·····
Micron stock jumps as Taiwan report flags 30% rise in memory testing, packaging prices

Micron stock jumps as Taiwan report flags 30% rise in memory testing, packaging prices

New York, Jan 12, 2026, 09:35 EST — Regular session Micron Technology (MU) shares rose 5.5% to $345.09 in early New York trading on Monday after a Taiwanese media report said memory-chip testing and packaging firms have started lifting prices by up to 30%. (UDN) The timing matters. Packaging and testing sit at the back end of the supply chain, and tight capacity there can slow shipments even if chipmakers push wafer output higher. For Micron, any sign of a bottleneck tends to pull attention back to pricing power. The work is known as OSAT — outsourced semiconductor assembly and
12 January 2026
·····
Valens Semiconductor stock dips in premarket after 59% spike; VA7000 ADAS win still in focus

Valens Semiconductor stock dips in premarket after 59% spike; VA7000 ADAS win still in focus

New York, January 12, 2026, 05:49 EST — Premarket Valens Semiconductor Ltd shares dropped 4.4% to $2.37 in early Monday trading, pulling back from last week’s big surge. The stock finished Friday at $2.48, jumping 59% for the day after swinging between $1.63 and $2.72 on volume nearing 45 million shares. (StockAnalysis) The move stands out since Valens is a small, thinly traded chip stock, and the volume surge on Friday felt more like a shift in tone than a typical bounce. Investors are quick to react to any sign of broader adoption for new in-car sensor links, even if
12 January 2026
···
Lam Research stock (LRCX) jumps on Mizuho target hike — what to watch into Monday and the week ahead

Lam Research stock (LRCX) jumps on Mizuho target hike — what to watch into Monday and the week ahead

New York, January 11, 2026, 14:32 ET — The market is now closed. Shares of Lam Research (LRCX) surged 8.7% on Friday following Mizuho’s boost of its price target to $220 from $200. The PHLX semiconductor index climbed 2.7%, hitting a new high. “Investors are getting granular and picking the winners and losers,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters) Lam sees the burst as significant since equipment manufacturers operate upstream in the semiconductor cycle. When chipmakers boost spending, orders can jump sharply; when they hold back, tool stocks tend to react quickly. Next week, the
11 January 2026
·······
SK hynix stock in focus as DRAM price-jump talk meets HP’s China-sourcing move

SK hynix stock in focus as DRAM price-jump talk meets HP’s China-sourcing move

Seoul, Jan 12, 2026, 01:28 KST — Market closed. DRAM prices are forecast to jump 50%-55% this quarter compared to Q4, driven by strong demand from AI buyers. Micron’s business head Sumit Sadana told CNBC that demand has “far outpaced our ability to supply.” SK hynix (000660.KS) slipped 1.59% to 744,000 won on Friday but remains roughly 10% higher year-to-date. (mint) DRAM and NAND chips form the backbone of data storage and transfer in phones, PCs, and servers. When their prices spike, device makers face a choice: absorb the higher costs or pass them along, triggering shifts across supply chains.
11 January 2026
····
TSMC stock: Q4 revenue beat sets up a Jan. 15 earnings test for Taiwan Semiconductor

TSMC stock: Q4 revenue beat sets up a Jan. 15 earnings test for Taiwan Semiconductor

TAIPEI, Jan 11, 2026, 23:05 (GMT+8) — The market has closed. Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares closed Friday up 1.77% at $323.63, the final price before Monday’s open. The jump followed the company’s quarterly revenue report, which beat Wall Street estimates. (StockAnalysis) TSMC’s quick revenue snapshot carries weight since it’s central to the global chip supply chain. Traders lean on its figures to gauge AI-driven spending, which has stayed robust enough to buoy the sector despite softness in other electronics markets. (Reuters) Looking ahead, the week throws up some tricky macro signals. Tuesday’s U.S. consumer inflation figures and early
11 January 2026
·····
AXT stock slides on China export permit delays hitting Q4 outlook — key dates ahead

AXT stock slides on China export permit delays hitting Q4 outlook — key dates ahead

New York, January 10, 2026, 18:06 (ET) — Market closed Shares of AXT, Inc. (AXTI) ended Friday down roughly 11%, closing at $22.99, following a lowered revenue forecast for the fourth quarter. The company cited delays in Chinese export permits for indium phosphide substrates as the cause. During the session, the stock fluctuated between $21.31 and $26.27, with around 18.2 million shares traded. The Fremont, California-based producer of compound semiconductor wafers now anticipates fourth-quarter revenue between $22.5 million and $23.5 million. This revision comes after China’s Ministry of Commerce issued fewer export control permits than initially expected. These permits are
11 January 2026
····
1 … 13 14 15 16 17 … 38

Stock Market Today

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Singapore, February 7, 2026, 15:11 SGT — Market closed. Shares of Singapore’s Keppel Ltd (SGX:BN4) ended Friday at S$11.64, up 0.17%, with the market shut for the weekend and traders eyeing whether the post-results bid carries into Monday. A filing showed Keppel bought back 151,400 shares on Feb. 6 at prices between S$11.38 and S$11.55, spending about S$1.74 million including costs. (ShareInvestor) The stock had surged 6.1% on Thursday to close at S$11.62 after Keppel reported higher FY2025 earnings and laid out a larger distribution, sending the counter to its highest level in more than 12 years. That move did
ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
Go toTop