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Semiconductor Industry News 4 January 2026 - 6 January 2026

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

New York, January 6, 2026, 10:23 EST — Regular session Micron Technology, Inc. shares rose 7.7% to $336.11 in mid-morning trade on Tuesday, extending a sharp early-year run for MU stock. The stock hit an intraday high of $336.31 after closing at $312.15 in the prior session. The jump kept attention on the memory market, where suppliers are warning that demand from artificial intelligence data centers is outrunning capacity. Samsung Electronics co-CEO TM Roh called the shortage “unprecedented” in an interview with Reuters, and Micron CEO Sanjay Mehrotra has said constraints could stretch beyond 2026 as chipmakers steer capacity toward
6 January 2026
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Why Intel stock is moving today: CES Panther Lake launch puts 18A chips in focus

Why Intel stock is moving today: CES Panther Lake launch puts 18A chips in focus

New York, January 6, 2026, 10:29 EST — Regular session Intel shares (INTC.O) rose about 1% to $39.77 on Tuesday after the chipmaker launched its Panther Lake laptop chip built on 18A, its next-generation chipmaking process. Panther Lake targets “AI PCs” — laptops designed to run some AI features on the device — and kept the stock just below the $40 mark. Shares traded between $38.99 and $39.93 and ended Monday at $39.37. Investors have treated 18A as a major milestone because Intel is trying to move more leading-edge production back into its own factories after leaning on outside suppliers
6 January 2026
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Micron stock jumps 5% on Gen5 SSD launch as memory-price surge stays in focus

Micron stock jumps 5% on Gen5 SSD launch as memory-price surge stays in focus

New York, Jan 6, 2026, 09:49 EST — Regular session Micron Technology, Inc. shares rose about 5% in early New York trading on Tuesday after the memory-chip maker announced a new client solid-state drive. The stock was up 5.2% at $328.27, versus a 1.7% rise for the iShares Semiconductor ETF, after closing at $312.15 on Monday. Micron said it launched the Micron 3610, a client SSD it described as the first PCIe Gen5 drive using its G9 QLC NAND — a denser type of flash storage designed to lower cost per bit. Micron said the drive can reach sequential read
6 January 2026
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Micron stock whipsaws as “unprecedented” AI memory shortage tightens supply

Micron stock whipsaws as “unprecedented” AI memory shortage tightens supply

New York, Jan 5, 2026, 16:09 EST — After-hours Micron Technology Inc (MU) closed down 3.68 points, or about 1.2%, at $311.74 on Monday after a volatile session that saw the stock trade between $309.60 and $328.44. The chipmaker opened at $325 versus Friday’s close of $315.42, with volume near 30.7 million shares. The late fade matters because Micron has become a high-beta gauge of how far the AI buildout can push memory pricing. After a steep run, traders have been quicker to lock in gains, even on broadly constructive sector headlines. Investors are also debating whether the memory upturn
5 January 2026
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Intel stock lifts on Melius upgrade as traders brace for Intel’s CES Panther Lake reveal

Intel stock lifts on Melius upgrade as traders brace for Intel’s CES Panther Lake reveal

New York, Jan 5, 2026, 10:31 ET — Regular session Intel shares were up 0.7% at $39.67 in morning trade on Monday, after giving back earlier gains as the Nasdaq-listed chipmaker drew fresh attention ahead of its CES showcase. The stock is moving with two near-term triggers in play: an analyst upgrade before the bell and a company event later on Monday where Intel plans to outline its next laptop-chip push. Traders are watching for signs that Intel’s 2026 product cadence can translate into steadier demand and better profitability, not just headlines. CES has become a proving ground for “AI
5 January 2026
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ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

ASML stock just hit another record after Bernstein’s upgrade puts AI memory spending in the spotlight

AMSTERDAM, Jan 5, 2026, 16:32 CET ASML shares touched a new record on Monday after Bernstein upgraded the Dutch chipmaking equipment maker, pushing its price target sharply higher and extending a run that has turned the stock into one of Europe’s standout technology winners. The upgrade matters now because the next leg of the AI buildout is shifting from compute to memory and manufacturing capacity, raising the stakes for the companies that sell the tools chipmakers need to expand. For ASML, that link is direct. When chipmakers increase capital spending to make more advanced logic chips and higher-end server memory,
5 January 2026
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Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

Sandisk stock rises on chip-shortage bets as SNDK heads into Jan. 29 earnings

NEW YORK, January 5, 2026, 09:44 EST — Regular session Sandisk Corp (SNDK.O) shares rose 2.6% in early trading on Monday, extending a rally in U.S. memory and storage names after reports that chip shortages could translate into higher prices. Micron Technology (MU.O) was up 2.8% and Western Digital (WDC.O) gained 3.1%, Reuters reported. Reuters The move matters because memory pricing can swing quickly when supply tightens. For Sandisk, which sells NAND flash — a type of storage memory used in devices from smartphones to data-center drives — firmer pricing can lift revenue and margins in a business that is
5 January 2026
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ASML stock rises after Bernstein upgrade; DRAM upcycle thesis back in play ahead of earnings

ASML stock rises after Bernstein upgrade; DRAM upcycle thesis back in play ahead of earnings

NEW YORK, Jan 5, 2026, 05:22 ET — Premarket ASML Holding N.V. shares rose 3.2% in early Amsterdam trading on Monday after Bernstein upgraded the chip equipment maker to “outperform” from “market perform” and raised its price target to 1,300 euros from 800. The move put fresh attention on memory-chip spending plans at the start of 2026. Reuters ASML sits at the choke point of lithography — the process that uses light to print circuit patterns onto silicon wafers — and its order pipeline is often treated as an early read on chipmakers’ capital spending. The Bernstein call lands weeks
5 January 2026
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TSMC stock jumps in premarket after Goldman target hike — what investors watch before earnings

TSMC stock jumps in premarket after Goldman target hike — what investors watch before earnings

NEW YORK, Jan 5, 2026, 04:29 ET — Premarket Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares rose about 3.4% in premarket trading on Monday, tracking a new record run in Taipei after a bullish Goldman Sachs call on the chipmaker’s artificial-intelligence outlook. Investing The move matters because TSMC sits at the center of the global supply chain for advanced chips used in AI servers, smartphones and other high-end electronics, making its stock a bellwether for the broader semiconductor rally. Investors have been using the start of the year to reprice “AI” exposure across the sector, and TSMC’s ADR is one of
5 January 2026
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Intel stock jumps nearly 7% as chip rally kicks off 2026 — CES “Panther Lake” debut is next test

Intel stock jumps nearly 7% as chip rally kicks off 2026 — CES “Panther Lake” debut is next test

NEW YORK, Jan 4, 2026, 17:02 ET — Market closed Intel (INTC.O) shares closed up 6.7% at $39.38 on Friday after trading between $37.41 and $39.86, extending a rebound in semiconductor stocks at the start of 2026. The move matters because it puts Intel back within striking distance of $40, a round-number level traders often treat as a near-term line in the sand when markets reopen on Monday. It also lands days before CES, when chipmakers and PC vendors typically set the tone for the first quarter with product roadmaps, partner lineups and early demand signals. Chip stocks paced the
4 January 2026
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Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

NEW YORK, January 4, 2026, 14:31 ET — Market closed Marvell Technology, Inc. shares rose 5.2% on Friday, closing at $89.39. About 15.0 million shares changed hands, according to Yahoo Finance data. Yahoo Finance The move matters because Marvell sits in the middle of the AI data-center buildout, selling chips that connect servers and move data across networks. Investors are looking for early-year signals on whether cloud spending is holding up after a volatile end to 2025. CES week often serves as the first public checkpoint for semiconductor demand in the new year. For Marvell, even small shifts in tone
4 January 2026
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Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

NEW YORK, Jan 4, 2026, 13:00 ET — Market closed Semiconductor stocks led Wall Street’s first session of 2026, with the Philadelphia Semiconductor Index — a benchmark for major U.S.-listed chipmakers — up 4% on Friday as the Dow rose 0.66% and the S&P 500 gained 0.19%. The Nasdaq slipped 0.03% as investors rotated back into chip names after a late-December pullback. “Buy the dip, sell the rip” is the mindset right now, Charles Schwab trading strategist Joe Mazzola said. Reuters With U.S. markets shut on Sunday, chip stocks sit near the center of the next week’s risk-on trade. The
4 January 2026
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