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Semiconductor Industry News 7 January 2026 - 8 January 2026

Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

Micron stock slides as AI-chip rally cools, even after Piper Sandler’s fresh $400 target

NEW YORK, Jan 8, 2026, 16:08 EST — After-hours Micron Technology (MU.O) shares ended Thursday down 3.8%, easing back after a strong early-year run that took the memory chipmaker to a record high earlier this week. The move matters now because Micron has turned into a handy proxy for what investors will pay for a memory upcycle linked to artificial-intelligence…
Micron stock drops in early trade after MU’s record run; investors eye New York megafab

Micron stock drops in early trade after MU’s record run; investors eye New York megafab

New York, Jan 8, 2026, 10:47 EST — Regular session Micron Technology shares fell about 3.3% in morning trading on Thursday, retreating after an early spike that briefly pushed the stock to a fresh intraday high. The stock was down $11.20 at $328.36 after opening at $343.00. The move cools a rally that has made memory and data-storage names some…
Intel stock slides after 18A ‘Panther Lake’ rally — Jan. 22 earnings is the next test

Intel stock slides after 18A ‘Panther Lake’ rally — Jan. 22 earnings is the next test

New York, January 8, 2026, 10:05 AM ET — Regular session Intel (INTC.O) shares fell 1.6% to $41.95 in morning trade on Thursday. The stock has ranged between $41.87 and $43.31 so far. The pullback comes a day after Intel’s shares jumped when the company said it has begun shipping its first products made on 18A, its newest chipmaking process.…
Micron stock slips as UBS, Piper lift targets to $400 ahead of New York megafab kickoff

Micron stock slips as UBS, Piper lift targets to $400 ahead of New York megafab kickoff

NEW YORK, Jan 8, 2026, 09:40 EST — Regular session Micron Technology Inc shares fell 1.1% to $339.55 in early trading on Thursday, after touching $342.50 and $336.33, as the chipmaker’s recent surge cooled. The moves matter because investors are trying to judge whether a tight memory market is turning into something more durable, driven by data centers building out…
Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

Nvidia stock rises premarket as China H200 buyers face stricter upfront-payment terms

New York, January 8, 2026, 06:21 EST — Premarket Nvidia shares rose about 1% to $189.11 in premarket trading on Thursday after the chip designer demanded full upfront payment from Chinese customers for its H200 artificial-intelligence (AI) chips, two people briefed on the matter said. Chinese technology companies have placed orders for more than 2 million H200 chips priced at…
Intel stock hits a 52-week high on 18A Panther Lake debut as Jan. 22 earnings loom

Intel stock hits a 52-week high on 18A Panther Lake debut as Jan. 22 earnings loom

NEW YORK, Jan 8, 2026, 05:01 EST — Premarket Intel shares jumped 6.5% on Wednesday to close at $42.63, after touching a 52-week high of $44.57 as trading picked up around its first laptop platform built on the company’s new 18A manufacturing process. About 166 million shares changed hands, roughly 2-1/2 times Tuesday’s volume. StockAnalysis+1 The move matters now because…
Intel stock jumps after CES “Panther Lake” reveal puts 18A chipmaking plan back in play

Intel stock jumps after CES “Panther Lake” reveal puts 18A chipmaking plan back in play

New York, January 7, 2026, 16:27 EST — After-hours Intel shares were last up about 6.4% at $42.62 in after-hours trading on Wednesday, after swinging between $39.85 and $44.55 during the session on heavy volume. The move matters because 18A is not just a new chip line. It is the hinge on Intel’s pitch that it can build leading-edge chips…
Micron Technology stock slips as UBS, Piper lift MU price target to $400 and New York megafab date is set

Micron Technology stock slips as UBS, Piper lift MU price target to $400 and New York megafab date is set

New York, Jan 7, 2026, 16:15 (EST) — After-hours Micron Technology Inc shares were down about 1.2% at $339.45 on Wednesday after trading between $335.10 and $346.24, even as Wall Street pushed price targets higher and the company set a date to break ground on a planned New York factory. The pullback comes as investors crowd into memory and storage…
Qualcomm stock slips after report flags Samsung 2nm chip talks; earnings next

Qualcomm stock slips after report flags Samsung 2nm chip talks; earnings next

New York, January 7, 2026, 14:36 EST — Regular session QUALCOMM Incorporated shares fell 2.6% to $177.79 on Wednesday afternoon after Chief Executive Cristiano Amon was quoted by the Korea Economic Daily as saying the chip designer is talking first with Samsung Electronics about contract manufacturing of two‑nanometre (2nm) chips. Qualcomm was not immediately available for comment and Samsung said…
Micron MU stock price forecast: $400 targets collide with a $100 billion New York megafab plan

Micron MU stock price forecast: $400 targets collide with a $100 billion New York megafab plan

New York, Jan 7, 2026, 14:36 EST — Regular session Micron Technology shares eased on Wednesday after a sharp early-year run, with the stock down about 1% at $339.90 and swinging between $335.10 and $346.24. The pullback comes a day after memory and storage names ripped higher on fresh AI optimism out of CES, sending Micron and peers such as…
Intel stock jumps 8% on CES 2026 18A chip debut as INTC investors eye the next catalyst

Intel stock jumps 8% on CES 2026 18A chip debut as INTC investors eye the next catalyst

New York, January 7, 2026, 11:40 (EST) — Regular session Intel shares jumped about 8% on Wednesday after the chipmaker showcased laptop processors built on its new “18A” manufacturing technology at the CES trade show in Las Vegas. The stock was up 8.3% at $43.37 in late-morning trade, after topping $44.55. Investing.com The move matters now because 18A — Intel’s…
UMC stock jumps near 10% after December sales update as January earnings near

UMC stock jumps near 10% after December sales update as January earnings near

NEW YORK, January 7, 2026, 11:07 EST — Regular session United Microelectronics’ U.S.-listed shares surged on Wednesday, pushing the Taiwan chipmaker to a fresh 52-week high and putting the stock among the session’s top semiconductor gainers. UMC was up about 9.7% at $8.91 in late morning trade. The move matters because UMC’s monthly sales are one of the first hard…
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Stock Market Today

  • Dow Crosses 50,000 as Tech Stocks Rebound Amid Amazon Earnings Miss
    February 6, 2026, 3:15 PM EST. U.S. stocks surged on Friday, led by the Dow Jones Industrial Average's climb past 50,000, marking a 2.2% gain. The S&P 500 rose 1.7%, and Nasdaq added 2%, rebounding from a tech selloff earlier in the week. Nvidia jumped over 7%, while Tesla and Broadcom also gained. Amazon shares fell 7% after disappointing earnings and plans to boost 2026 spending to $200 billion, raising concerns about profit margins. Bitcoin climbed back above $68,000 but is still facing its worst weekly loss since 2022. Stellantis shares dropped 20% following a costly pullback in its electric vehicle strategy. Market focus shifts to next week's delayed January jobs report amid signs of labor market strain.
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