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Semiconductor Industry News 2 February 2026 - 3 February 2026

Texas Instruments (TXN) stock price jumps to a 52-week high — what traders watch next

Texas Instruments (TXN) stock price jumps to a 52-week high — what traders watch next

New York, Feb 2, 2026, 19:45 (EST) — Trading continued after the bell Texas Instruments Incorporated (TXN) shares surged 4.4%, closing Monday at $225.01 to mark a new 52-week high. Volume soared past 11.2 million shares, well above the 50-day average near 7.5 million. The stock’s jump outpaced Nvidia, which dipped about 2.9% in the same session. (MarketWatch) Texas Instruments…
3 February 2026
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Micron stock jumps after DRAM price forecast spikes to 95% — what traders watch next

Micron stock jumps after DRAM price forecast spikes to 95% — what traders watch next

New York, February 2, 2026, 17:57 EST — After-hours trading Micron Technology, Inc. shares climbed 5.5% to $437.80 in late Monday trading, driven by a chipmaker rally fueled by fresh optimism around artificial intelligence spending sustaining demand for crucial components. SanDisk surged 15.4%, while Advanced Micro Devices gained 4%, highlighting the strong rebound in semiconductor stocks. (Reuters) This shift is…
3 February 2026
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Rambus stock jumps 11% as DRAM price forecast spikes ahead of earnings call

Rambus stock jumps 11% as DRAM price forecast spikes ahead of earnings call

New York, Feb 2, 2026, 12:52 PM EST — Regular session Shares of Rambus Inc (RMBS) surged 11.4%, hitting $126.83 by midday Monday, after moving between $109.66 and $127.13 earlier in the session. This move is significant since Rambus now acts as a key gauge for the server-memory cycle: when investors anticipate AI data centers ramping up memory demand, the…
2 February 2026
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MACOM stock jumps nearly 5% as MTSI swings sharply ahead of Feb. 5 earnings

MACOM stock jumps nearly 5% as MTSI swings sharply ahead of Feb. 5 earnings

New York, February 2, 2026, 12:52 (EST) — Regular session Shares of MACOM Technology Solutions Holdings climbed 4.9% to $229.72 by midday Monday, having fluctuated between $206.84 and $236.15 earlier. Trading volume exceeded 980,000 shares, with the stock up $10.66 from the previous close. This move is significant, arriving amid a packed earnings week for U.S. tech and mere days…
2 February 2026
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KLA stock dips today as peers climb; guidance and China export rules keep traders cautious

KLA stock dips today as peers climb; guidance and China export rules keep traders cautious

New York, February 2, 2026, 11:08 (EST) — Regular session KLA Corporation shares slipped roughly 1% to $1,414 in late morning trading, underperforming other chip-equipment stocks like Applied Materials, Lam Research, and ASML Holding. Both the iShares Semiconductor ETF and VanEck Semiconductor ETF climbed, while the broader market also pushed higher. The divergence is significant since KLA’s inspection and measurement…
2 February 2026
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Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

New York, Feb 2, 2026, 11:00 EST — Regular session Lam Research shares rose 3.1% to $240.70 in morning trading on Monday, after the chipmaking equipment maker announced it had expanded a research collaboration with CEA-Leti. The stock hit as high as $242.81 earlier in the session. The move came in a jittery session on CME Group’s decision to lift…
2 February 2026
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LSCC stock price slips under $81: what to watch before Lattice Semiconductor earnings

LSCC stock price slips under $81: what to watch before Lattice Semiconductor earnings

New York, Feb 1, 2026, 21:16 ET — Market closed Shares of Lattice Semiconductor (LSCC) ended Friday at $80.52, slipping 3.35%. In after-hours trading, the stock dipped slightly to $79.88. Over the past two sessions, it’s dropped roughly 5%, with Friday’s intraday range hitting between $79.99 and $83.50. Volume came in around 2.33 million shares. Over the last 52 weeks,…
2 February 2026
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Rambus stock slid hard into earnings week — what could move RMBS next

Rambus stock slid hard into earnings week — what could move RMBS next

New York, Feb 1, 2026, 20:44 (EST) — The market has closed. Rambus shares dropped 6.4% on Friday, closing at $113.83 after swinging between $127.88 and $112.61. U.S. markets remain closed until Monday. According to Nasdaq’s earnings calendar, Rambus is set to report after the market closes on Monday. (Nasdaq) The timing is crucial since the report arrives following a…
2 February 2026
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Piotech Class A stock slips in early Shanghai trade as PMI data keeps chip-equipment names on edge

Piotech Class A stock slips in early Shanghai trade as PMI data keeps chip-equipment names on edge

SHANGHAI, Feb 2, 2026, 09:45 (GMT+8) — Regular session underway Piotech Inc’s Class A shares (688072.SS) slipped roughly 0.8% to 349.90 yuan by 9:38 a.m. in Shanghai on Monday. So far, the stock has moved within a range of 336.90 yuan to 350.00 yuan, per Google Finance data. (Google) The drop comes as investors adjust to China’s latest activity data.…
2 February 2026
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Tower Semiconductor stock: what to know before Monday trade after chip ETFs’ Friday slide

Tower Semiconductor stock: what to know before Monday trade after chip ETFs’ Friday slide

New York, Feb 1, 2026, 20:18 EST — Market closed Tower Semiconductor’s U.S.-listed shares closed Friday just off, dipping 0.1% to $134.73. The stock swung widely during the session but ultimately settled near the day’s low. (Yahoo Finance) This is important going into Monday, as the broader chip sector took a risk-off turn late last week. Tower usually moves with…
2 February 2026
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ON Semiconductor stock drops 3.7% into Monday — earnings on Feb. 9, jobs data ahead

ON Semiconductor stock drops 3.7% into Monday — earnings on Feb. 9, jobs data ahead

New York, Feb 1, 2026, 19:50 (EST) — Market closed ON Semiconductor shares closed Friday roughly 3.7% lower, settling at $59.89 after fluctuating between $59.09 and $62.19. With U.S. markets closed Sunday, all eyes turn to Monday’s open for the next move. Sentiment grew cautious ahead of the weekend. Donald Trump’s choice of Kevin Warsh to replace Jerome Powell at…
2 February 2026
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Hua Hong Semiconductor (688347) share price in focus before Shanghai open as Feb 10-12 votes loom

Hua Hong Semiconductor (688347) share price in focus before Shanghai open as Feb 10-12 votes loom

Shanghai, Feb 2, 2026, 08:31 (GMT+8) — Premarket Hua Hong Semiconductor’s Class A shares, listed in Shanghai, are poised to resume trading Monday. They closed the previous session at 155.10 yuan, marking a 0.38% increase. (Investing) This week is key as investors focus on two dates: a shareholder vote on a share-issuance plan and the board’s review of fourth-quarter results.…
2 February 2026
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Stock Market Today

  • Markets Drop as Amazon Earnings Raise Tech Sector Concerns
    February 6, 2026, 4:21 AM EST. Stock futures indicate a fourth consecutive day of declines following Amazon's weaker-than-expected earnings report, triggering heightened fears in the tech sector. Dow Jones futures fell 44 points (0.1%), S&P 500 futures dropped 0.2%, and Nasdaq 100 contracts slid 0.5%. Since Tuesday, major indexes have been retreating amid worries over artificial intelligence potentially disrupting software companies. Investor unease deepened after Alphabet, Google's parent company, announced plans to double capital spending, adding pressure on valuations and market sentiment.
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