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Semiconductor Industry News 7 January 2026 - 10 January 2026

Lam Research stock pops on Mizuho target raise as Wall Street eyes Jan. 28 earnings call

Lam Research stock pops on Mizuho target raise as Wall Street eyes Jan. 28 earnings call

NEW YORK, Jan 10, 2026, 14:59 ET — Market closed. Lam Research Corp’s stock jumped 8.7% in the final U.S. session, closing at $218.36. The surge came after Mizuho raised its price target on the chipmaking equipment firm from $200 to $220. The PHLX semiconductor index, a key barometer for chip stocks, climbed 2.7% to reach a new record high. (Reuters) The timing is key as investors return to rate-sensitive growth stocks following a mixed U.S. jobs report that left bets on Fed cuts this year intact. “Payrolls were a little bit light relative to consensus, but still fairly strong
10 January 2026
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TSMC stock rises after revenue beat; Jan. 15 earnings outlook is the next test

TSMC stock rises after revenue beat; Jan. 15 earnings outlook is the next test

Taipei, Jan 10, 2026, 23:01 GMT+8 — Market closed Taiwan Semiconductor Manufacturing Co., Ltd.’s U.S.-listed shares climbed 1.7% on Friday, closing at $323.63. The chipmaker posted fourth-quarter revenue of T$1.046 trillion ($33.11 billion), a 20.45% increase that exceeded forecasts compiled by LSEG. (reuters.com) The sales update arrives just as chip stocks grapple with pricing in the next surge of AI-driven demand, following a sharp rally that’s left little margin for error. TSMC stands as the largest contract chipmaker globally—a “foundry” that builds chips designed by other companies—and its results are closely watched as a barometer for customers and suppliers throughout
10 January 2026
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Synopsys stock climbs into weekend on chip rally; insider sale filing in focus

Synopsys stock climbs into weekend on chip rally; insider sale filing in focus

NEW YORK, Jan 9, 2026, 20:46 EST — Market closed Shares of Synopsys Inc climbed 2.1% on Friday, closing at $525.18. The chip-design software company saw a volatile start to 2026 but gained momentum with a semiconductor sector rally late in the week. The move came as U.S. stocks hit new highs following a weaker-than-expected December jobs report, keeping hopes for rate cuts alive. Meanwhile, the PHLX semiconductor index surged to a record peak. “On the overall AI theme, investors are getting granular and picking the winners and losers in terms of sub-themes and individual names,” said Zachary Hill, head
10 January 2026
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Sandisk stock jumps as report flags potential doubling of enterprise NAND prices

Sandisk stock jumps as report flags potential doubling of enterprise NAND prices

New York, Jan 9, 2026, 12:23 EST — Regular session Sandisk Corp shares rose 9.9% to $367.53 by midday Friday, a sharp rebound after a choppy start to the year for memory and storage names. The move followed a report that flagged a possible jump in prices for enterprise flash components. (Seeking Alpha) Why it matters now: pricing is the whole game in flash memory. When suppliers can raise prices — or even convince buyers they will — margins can swing fast, and so can stocks. Investors have been leaning into anything linked to data-center buildouts, where demand for storage
9 January 2026
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Micron Technology stock drops early — what MU traders are watching after a $400 target

Micron Technology stock drops early — what MU traders are watching after a $400 target

New York, January 9, 2026, 09:40 (EST) — Regular session. Micron Technology, Inc. shares fell about 3.7% to $327.02 in early trading on Friday, extending a pullback after a sharp run in memory-related stocks. The move followed a tech-heavy slide on Thursday, when the Nasdaq fell and the S&P 500 technology index dropped 1.5% as investors picked at AI-linked valuations. “While AI is still hot, there are going to be winners and losers,” said Art Hogan, chief market strategist at B. Riley Wealth. (Reuters) That matters for Micron because its rally has leaned on one theme: tight supply and rising
9 January 2026
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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 spending, where tighter supply can quickly flow through to higher contract prices. Wall Street has been buying into that story, rolling out fresh target hikes and talking up pricing power. Thursday’s drop was a reminder the trade can still take
8 January 2026
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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 of the market’s early winners in 2026. Micron jumped 10% on Tuesday to a record high after Nvidia boss Jensen Huang, speaking at CES in Las Vegas, detailed a new layer of storage technology, lifting related stocks including Western Digital
8 January 2026
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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. The initial shipments involve the Panther Lake family, branded as Core Ultra Series 3, and Melius Research upgraded the stock to “buy” with a $50 price target. TradingView Investors have latched onto 18A because it sits at the center of
8 January 2026
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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 artificial intelligence systems. Samsung Electronics this week forecast record quarterly operating profit as demand for memory chips used in AI applications lifted prices, a read-through for rivals that sell similar products. Reuters UBS lifted its price target on Micron to
8 January 2026
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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 around $27,000 each, outstripping Nvidia’s inventory of 700,000 units, the people said. Domestic chips such as Huawei’s Ascend 910C still lag Nvidia’s H200 for large-scale training of advanced AI models, they added. Reuters Beijing has asked some Chinese tech companies
8 January 2026
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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 18A sits at the center of Intel’s turnaround pitch — that it can regain chip-making edge and sell manufacturing capacity to outside customers in its foundry business. Intel has framed the new Core Ultra Series 3 line as the first
8 January 2026
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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 in-house again and, over time, make chips for others as a foundry — contract manufacturing for outside customers. That puts execution under a harsher light than another product cycle. If the process slips, costs rise fast, and Intel risks giving
7 January 2026
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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