Today: 7 February 2026
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Semiconductor Industry News 1 February 2026 - 2 February 2026

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

KLA shares fell about 1% to $1,414 in late morning trading, lagging rivals as chip-equipment stocks and semiconductor ETFs rose. The company reported Q2 revenue of $3.30 billion and adjusted EPS of $8.85, projecting March quarter revenue near $3.35 billion. KLA flagged risks from U.S. export controls on China and supplier disruptions. Its next earnings report is set for April 23.
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

Lam Research shares rose 3.1% to $240.70 Monday after announcing an expanded research deal with CEA-Leti. The stock outperformed chip-tool peers amid a volatile session driven by CME Group’s margin hike for precious metals. Lam forecast third-quarter revenue above estimates last week. The new multi-year collaboration will target specialty device materials and fabrication processes.
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

Lattice Semiconductor shares fell 3.35% to $80.52 Friday, then slipped to $79.88 after hours amid a broader tech sell-off following Trump’s Fed chair pick and inflation concerns. Volume reached 2.33 million shares. The company reports fourth-quarter and full-year results after markets close Feb. 10, with a conference call at 5 p.m. ET.
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

Rambus shares fell 6.4% to $113.83 Friday after swinging between $127.88 and $112.61 during volatile trading. The company will report earnings after U.S. markets close Monday. Broader tech and semiconductor stocks also dropped, with the Philadelphia Semiconductor Index down 3.87%. Investors are watching for management’s outlook amid recent market swings.
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

Piotech Class A shares fell 0.8% to 349.90 yuan in early Shanghai trading Monday after China’s official manufacturing PMI dropped to 49.3 in January, signaling contraction. Other chip-tool stocks, including Advanced Micro-Fabrication Equipment and Naura Technology, also declined. Investors are awaiting a private PMI due later Monday for further signals on demand.
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

ON Semiconductor shares fell 3.7% to $59.89 Friday, with trading volume topping 12.8 million. The Dow, S&P 500, and Nasdaq all closed lower as investors reacted to Kevin Warsh’s Fed nomination, rising inflation, and government shutdown risks. ON will report earnings Feb. 9 after the bell. Chip stocks lagged, with Nvidia and Qualcomm also down.
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

Hua Hong Semiconductor’s Shanghai-listed shares resume trading Monday after closing at 155.10 yuan, up 0.38%. Shareholders vote Feb. 10 on a new share-issuance plan, while the board reviews fourth-quarter results Feb. 12, with results released after market close. Investors await updates on utilisation, pricing, and funding.
2 February 2026
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SMIC stock heads into a two-date week as earnings, SMNC vote loom

SMIC stock heads into a two-date week as earnings, SMNC vote loom

Semiconductor Manufacturing International Corp (0981.HK) shares fell 2.39% to HK$75.40 Friday ahead of a Feb. 10 board meeting to approve quarterly results and a Feb. 12 shareholder vote on a RMB40.6 billion deal to buy the remaining 49% of its Beijing unit by issuing 547.2 million new A shares. Investors are watching for signs of demand shifts and potential dilution.
2 February 2026
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MediaTek stock heads into Monday with Feb. 4 results call in focus after Friday dip

MediaTek stock heads into Monday with Feb. 4 results call in focus after Friday dip

MediaTek shares fell 1.1% to NT$1,760 on Friday, trading 11.2 million shares between NT$1,735 and NT$1,775. Domestic investment trusts net bought 403,588 shares on Jan. 30. Investors await the company’s fourth-quarter results on Feb. 4 and January revenue figures on Feb. 10. The TAIEX index closed down 1.45% earlier in the week, adding pressure to tech stocks.
2 February 2026
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ON Semiconductor stock drops 3.7% into the weekend: what to watch before Feb. 9 earnings

ON Semiconductor stock drops 3.7% into the weekend: what to watch before Feb. 9 earnings

ON Semiconductor shares fell 3.7% to $59.89 Friday, tracking a 3.87% drop in the Philadelphia Semiconductor Index after strong inflation data and the nomination of Kevin Warsh as Fed chair. The company will report fourth-quarter and full-year results after markets close on Feb. 9, with a conference call at 5 p.m. ET.
1 February 2026
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Stock Market Today

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

7 February 2026
New York, February 6, 2026, 21:13 EST — Market closed. Blackstone Inc. (BX) shares closed up 2.25% at $129.69 on Friday, after a sharp drop the day before and a bruising week for the sector. The stock was last at $129.65 in late after-hours trading. (StockAnalysis) The swing matters because Blackstone sits in the crosshairs of a wider rethink of private-market managers. Investors have been quick to punish anything tied to leverage, credit risk and tech exposure, then just as quick to buy back when rates and risk appetite settle. That push-pull has been driven in part by an AI-linked
Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

7 February 2026
Verizon shares fell 1.7% to $46.31 Friday, ending a seven-session rally and closing about 2.7% below Thursday’s one-year high. The dip follows news that consumer chief Sowmyanarayan Sampath will step down, with Alfonso Villanueva named interim head. Verizon has climbed 16% since January 29 amid strong subscriber growth and a $25 billion buyback plan.
Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

7 February 2026
Cisco shares rose 3% to $84.82 Friday, nearing $85 ahead of fiscal Q2 results due Feb. 11. UBS maintained a Buy rating and $90 target, citing strong product order growth and data-center demand. Investors are watching AI-related spending and U.S. economic data that could affect rates. Peers Fortinet, CrowdStrike, and Palo Alto Networks also gained.
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