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Semiconductor Industry News 1 January 2026 - 2 January 2026

Why Vicor (VICR) stock is up today: chip rally, court calendar and earnings date in focus

Why Vicor (VICR) stock is up today: chip rally, court calendar and earnings date in focus

NEW YORK, January 2, 2026, 13:41 ET — Regular session Vicor Corp shares rose 7.5% to $117.85 in early afternoon trading on Friday, in a sharp move for the Nasdaq-listed power-module maker. Trading was light, with about 33,231 shares changing hands by mid-day, MarketBeat data showed. MarketBeat The move puts Vicor back on traders’ screens at the start of 2026, when thin post-holiday liquidity can exaggerate swings in smaller chip-related names. The broader backdrop was supportive for semiconductors even as U.S. stocks were largely muted. The Philadelphia SE Semiconductor index was up 3.4%, Reuters reported, as investors sized up the
2 January 2026
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Camtek stock jumps 8% today as chip-equipment rally lifts CAMT; traders eye Fed, jobs data

Camtek stock jumps 8% today as chip-equipment rally lifts CAMT; traders eye Fed, jobs data

NEW YORK, Jan 2, 2026, 1:50 PM ET — Regular session Camtek Ltd shares rose 8.1% to $115 in afternoon trading on Friday, after swinging between $108.90 and $116. The stock opened at $110.55 and had traded about 145,500 shares. The move puts the semiconductor inspection-equipment maker back in focus as investors start 2026 hunting for strength inside technology. Chip-related names have been prone to sharp, fast moves as money rotates between risk-on and risk-off trades. Chip stocks led gains on Wall Street even as the main indexes traded muted; the Philadelphia SE Semiconductor index — a basket of U.S.-listed
2 January 2026
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TSMC gets U.S. annual licence to keep its China Nanjing chip plant supplied with American tools

TSMC gets U.S. annual licence to keep its China Nanjing chip plant supplied with American tools

SEOUL, Jan 2, 2026, 10:52 ET The United States has granted Taiwan Semiconductor Manufacturing Co (TSMC) an annual licence allowing shipments of U.S.-controlled chipmaking equipment to its facilities in Nanjing, China, the company said. Reuters The decision matters because the carve-outs that had let selected foreign chipmakers move certain American tools into China without case-by-case permissions expired on Dec. 31. The companies had to secure new authorisations for 2026 to avoid delays in equipment needed to keep factories running. The annual licence also signals a shift in how Washington is policing tool flows into China-linked semiconductor production. Instead of broad
2 January 2026
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AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

NEW YORK, January 2, 2026, 10:28 ET Advanced Micro Devices’ shares rose about 5% on Friday, kicking off 2026 with a fresh burst of optimism around the chipmaker’s artificial intelligence hardware plans. The stock was up 5.2% at $225.24 by 10:13 a.m. ET. The early-year move comes as investors reassess demand for AI infrastructure after a strong 2025 run for chip stocks. AMD is pitching a new generation of data-center accelerators and “rack-scale” systems as it tries to win larger deployments from cloud and enterprise customers. Commentary published over the past two days has put AMD’s 2026 server roadmap back
2 January 2026
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Broadcom stock jumps early as AI chip trade steadies to start 2026

Broadcom stock jumps early as AI chip trade steadies to start 2026

NEW YORK, Jan 2, 2026, 09:40 ET — Regular session Broadcom Inc shares rose 2.8% to $355.71 in early trading on Friday, with the stock ranging from $351.80 to $356.97. The S&P 500 and Dow were each up about 0.3% as Wall Street began the first regular session of 2026. Google The move matters because Broadcom has become a bellwether for investor appetite for the AI infrastructure buildout, supplying networking chips and custom AI processors for large data-center customers. It also owns VMware, a major enterprise software platform that ties its fortunes to corporate IT spending. The first session of
2 January 2026
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Intel stock rises in premarket as 2026 trading begins; INTC in focus on foundry, Panther Lake

Intel stock rises in premarket as 2026 trading begins; INTC in focus on foundry, Panther Lake

NEW YORK, Jan 2, 2026, 07:40 ET — Premarket Intel Corp shares rose 1.8% to $37.56 in premarket trading by 7:09 a.m. ET on Friday, after ending the last session of 2025 down 1.1% at $36.90, MarketBeat data showed. MarketBeat The move comes as U.S. stock index futures advanced on the first trading day of 2026 after declines in the final sessions of 2025, with tech-heavy names stabilizing before the opening bell. The Federal Reserve’s policy outlook and next week’s U.S. labor-market data are among the near-term drivers for risk appetite, Reuters reported. Reuters For Intel, the new year is
2 January 2026
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Samsung Electronics stock hits record in Seoul as HBM4 progress grabs investors’ attention

Samsung Electronics stock hits record in Seoul as HBM4 progress grabs investors’ attention

NEW YORK, January 2, 2026, 05:19 ET — Premarket Samsung Electronics Co., Ltd. (005930.KS) shares surged 7.2% to a record close in Seoul on Friday after executives highlighted progress on its next-generation high-bandwidth memory chips used in artificial-intelligence servers. The KOSPI, South Korea’s benchmark stock index, rose 2.3% as chip names led the market higher. Reuters The stock ended at 128,500 won, up 8,600 won on the day, as investors moved quickly to price in a stronger start to 2026 for Korea’s biggest chipmaker. Traders are also looking ahead to Samsung’s next earnings report slated for Jan. 29, according to
2 January 2026
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AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

NEW YORK, January 1, 2026, 19:47 ET Artificial intelligence spending is shaping investor positioning as 2026 gets underway, with strategists warning that the next phase of the equity rally will depend on whether companies can justify soaring data-center budgets. Reuters The focus is keeping semiconductors at the center of the debate, from chip designers to the equipment makers that enable advanced manufacturing. A recent market note by Dutch investing site De Belegger singled out Advanced Micro Devices and ASML as potential long-term beneficiaries. De Belegger U.S. stocks finished 2025 with another year of strong gains, and strategists said repeating that
2 January 2026
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Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

NEW YORK, January 1, 2026, 19:27 ET — Market closed Nvidia shares last closed at $186.50 on Wednesday, down 0.55%, with U.S. markets shut on Thursday for New Year’s Day. Yahoo Finance+1 The focus is on a Reuters report that Nvidia has sounded out Taiwan Semiconductor Manufacturing Co about expanding production of its H200 chips as orders from China surged, raising fresh questions about supply allocation. Reuters That matters now because the H200 is a key data-center graphics processing unit (GPU) — a chip used to train and run AI models — and any incremental demand from China lands in
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The
1 January 2026
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Micron stock today: MU last at $285 as New Year holiday shuts markets; China DRAM IPO in focus

Micron stock today: MU last at $285 as New Year holiday shuts markets; China DRAM IPO in focus

NEW YORK, January 1, 2026, 09:58 ET — Market closed Micron Technology (MU.O) was last at $285.41, down $7.21, or 2.5%, from the prior close after trading between $284.19 and $293.91 in the final session of 2025. U.S. stock markets are closed on Thursday for the New Year’s Day holiday. Nasdaq The memory-chip maker enters 2026 with investors still focused on demand tied to artificial intelligence servers, where tight supply has supported pricing. In its latest quarterly outlook, Micron projected second-quarter revenue of $18.7 billion, plus or minus $400 million, and adjusted earnings of $8.42 per share, after reporting first-quarter
1 January 2026
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Broadcom stock today: AVGO slips into New Year’s market closure as OpenAI chip tie-up stays in focus

Broadcom stock today: AVGO slips into New Year’s market closure as OpenAI chip tie-up stays in focus

NEW YORK, January 1, 2026, 09:33 ET — Market closed Broadcom Inc (AVGO) shares fell 1.1% in the final U.S. session of 2025, closing at $346.10 on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Reuters The stock’s drop tracked a broader year-end pullback as investors locked in gains in light trading after a strong 2025 for major indexes. The S&P 500 ended Wednesday down 0.74%, with all three major indexes closing the year with double-digit gains, Reuters reported. Reuters That backdrop matters for Broadcom because the chipmaker sits near the center of the AI infrastructure trade
1 January 2026
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Stock Market Today

BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
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