Semiconductor Industry News 11 January 2026

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

13 January 2026

Business Updates·Semiconductor Industry·Stock Market·Technology News

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.

12 January 2026

Earnings Reports·Investment News·Semiconductor Industry·Stock Market·Technology

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) KLA’s quarterly results carry weight,

12 January 2026

Earnings Reports·Investing·Semiconductor Industry·Stock Market·Technology News

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

12 January 2026

Investment Insights·Semiconductor Industry·Stock Market·Technology News

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

12 January 2026

Financial Analysis·Investment News·Semiconductor Industry·Stock Market·Technology

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

12 January 2026

Financial News·Investing·Semiconductor Industry·Stock Market·Technology

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

12 January 2026

Business Analysis·Investment·Semiconductor Industry·Stock Market·Technology News

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

12 January 2026

Financial News·Semiconductor Industry·Stock Market

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

11 January 2026

Analyst Ratings·Investment Strategies·Semiconductor Industry·Stock Market

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

11 January 2026

Investment Insights·Semiconductor Industry·Stock Market·Technology News

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

11 January 2026

Earnings Reports·Investment Analysis·Semiconductor Industry·Stock Market·Technology News

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

11 January 2026

Earnings Reports·Investment News·Semiconductor Industry·Stock Market

Semiconductor Industry News 11 January 2026 - 13 January 2026