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Semiconductor Industry News 1 January 2026 - 2 January 2026

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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Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

Nvidia stock today: China H200 rush puts TSMC ramp-up and CES in focus as markets shut

NEW YORK, January 1, 2026, 09:33 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about boosting production of its H200 artificial-intelligence chips as demand from Chinese technology companies surges, sources told Reuters. Nvidia shares last closed down about 0.5% at $186.50. MarketScreener The report matters now because it puts China back in focus as a swing market for Nvidia’s 2026 chip shipments. Beijing has yet to greenlight any H200 imports, even as the Trump administration recently allowed exports of the chip to China under a licensing framework, Reuters said. MarketScreener+1 It also underscores a supply squeeze risk
1 January 2026
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Qualcomm stock slides into the New Year as chip shares cool — what investors watch next

Qualcomm stock slides into the New Year as chip shares cool — what investors watch next

NEW YORK, January 1, 2026, 05:07 ET — Market closed QUALCOMM Incorporated shares ended the last trading day of 2025 lower as chip stocks slipped with a broader year-end pullback. The decline matters because investors often reset positions at the turn of the calendar, and semiconductors were among the most crowded trades in 2025. For Qualcomm, the next catalyst is not another holiday-thin session. It is the first wave of January economic data and the company’s next update on demand for smartphone chips and licensing. Qualcomm (QCOM) fell $2.59, or 1.5%, to $171.05 on Wednesday. The shares traded between $170.88
1 January 2026
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KLA stock slides 2% in year-end trade as chip-equipment names fade; what investors watch next

KLA stock slides 2% in year-end trade as chip-equipment names fade; what investors watch next

NEW YORK, December 31, 2025, 21:12 ET — Market closed. KLA Corp shares (KLAC) fell 2.3% to $1,215.08 on Wednesday, tracking a pullback in semiconductor equipment stocks in thin year-end trading. The move matters because KLA is widely watched as a read-through on chipmakers’ spending, and the sector has been sensitive to interest-rate swings. Higher yields can pressure long-duration growth stocks — companies whose valuations lean heavily on future earnings. Reuters Treasury yields moved higher after new U.S. jobless claims unexpectedly fell, reinforcing a “higher-for-longer” rates debate heading into 2026. Initial claims dropped by 16,000 to 199,000 for the week
1 January 2026
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Stock Market Today

Eli Lilly stock rises after FDA steps up crackdown on GLP-1 copycats

Eli Lilly stock rises after FDA steps up crackdown on GLP-1 copycats

7 February 2026
Eli Lilly shares climbed 3.7% in after-hours trading after the FDA announced plans to restrict GLP-1 ingredients in unapproved compounded drugs. Hims & Hers shares dropped nearly 12% after being referred for a Justice Department probe. Investors are watching for details on enforcement and pricing pressure as the market reacts to moves against copycat obesity drugs.
IREN stock whipsaws after earnings as bitcoin rebounds; Microsoft GPU financing in focus

IREN stock whipsaws after earnings as bitcoin rebounds; Microsoft GPU financing in focus

7 February 2026
IREN Limited shares rose 5.1% to $41.83 in after-hours trading Friday as bitcoin jumped 11.4% to $71,198, lifting crypto-linked stocks. The company reported $184.7 million in quarterly revenue, with $167.4 million from bitcoin mining and $17.3 million from AI cloud services. Net loss reached $155.4 million. IREN recently announced $3.6 billion in GPU financing for a Microsoft contract and a new Oklahoma data center.
Netflix stock price rises after-hours as DOJ widens scrutiny of Warner deal

Netflix stock price rises after-hours as DOJ widens scrutiny of Warner deal

7 February 2026
The U.S. Justice Department is investigating Netflix’s business practices as part of its review of the proposed Warner Bros Discovery deal, the Wall Street Journal reported Friday. Netflix shares rose 1.6% to $82.20 in after-hours trading. Warner expects a shareholder vote on the deal in March. Paramount Skydance’s rival bid remains active.
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