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Semiconductor Industry News 29 January 2026 - 1 February 2026

SK hynix stock pops above 900,000 won — what could drive the next move

SK hynix stock pops above 900,000 won — what could drive the next move

SEOUL, Feb 1, 2026, 08:06 (KST) — Market closed. SK hynix (000660.KS) shares closed Friday up 5.57% at 909,000 won, having hit 931,000 won earlier in the session. The stock has climbed roughly 19% over the past week. The KOSPI benchmark edged up 0.06% to finish at 5,224.36. The market will reopen Monday. (Investing) Memory pricing is spilling over into…
1 February 2026
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Samsung stock price in focus: What to watch after earnings as memory-chip squeeze hits phones

Samsung stock price in focus: What to watch after earnings as memory-chip squeeze hits phones

Seoul, February 1, 2026, 00:07 KST — The market has closed. Samsung Electronics shares slipped slightly on Friday, capping a volatile week. Investors wrestled with the company’s record quarterly profits alongside cautionary signals that a tough memory market is beginning to pressure device makers. The stock has turned into a popular bet on the AI buildout. The debate has grown…
31 January 2026
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TSMC stock slips into weekend — what could move 2330.TW next week

TSMC stock slips into weekend — what could move 2330.TW next week

TAIPEI, Jan 31, 2026, 22:44 (Taipei time) — Market closed. Taiwan Semiconductor Manufacturing Co’s shares on the Taipei exchange closed Friday down 1.66% at T$1,775, halting a brief rally into month-end. Investors turned cautious ahead of the weekend amid renewed concerns over China policy risks. Yahoo Why this matters now: TSMC serves as a key indicator for Taiwan equities and,…
31 January 2026
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Texas Instruments stock slips into the weekend after AI-led surge; what TXN watchers track next

Texas Instruments stock slips into the weekend after AI-led surge; what TXN watchers track next

New York, Jan 30, 2026, 20:44 (EST) — Market closed Texas Instruments shares closed Friday down about 1.5%, finishing at $215.55 after giving back part of their post-earnings rally. The stock reached a high of $217.80 before sliding to a low of $213.08, with roughly 9.1 million shares changing hands. The dip comes after the company projected first-quarter revenue between…
31 January 2026
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AMD stock sinks 6% after-hours on MI450 delay chatter as earnings loom

AMD stock sinks 6% after-hours on MI450 delay chatter as earnings loom

New York, Jan 30, 2026, 17:00 EST — Trading after hours. Shares of Advanced Micro Devices dropped 6.1% to $236.73 in after-hours trading on Friday, hitting a low of $234.55 during the session. The decline came amid speculation that AMD’s upcoming MI450-series AI accelerators — crucial data-center chips for training and running AI models — might face delays. Timing is…
30 January 2026
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Micron stock price today: MU rises as Samsung and Apple highlight memory-chip squeeze

Micron stock price today: MU rises as Samsung and Apple highlight memory-chip squeeze

New York, Jan 30, 2026, 09:39 EST — Regular session Micron Technology shares climbed 2.9% to $448.64 in early Nasdaq trading Friday, pushing higher from a midweek rally despite the Nasdaq index sliding roughly 0.4%. The stock jumped 6.1% on Wednesday and held steady on Thursday. (Investing) This shift is significant since memory chips remain a volatile market, yet investors…
30 January 2026
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Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

Nvidia stock price slips before the bell as China weighs DeepSeek’s H200 chip buys

New York, Jan 30, 2026, 09:12 EST — Premarket Nvidia (NVDA.O) shares dipped 1.2% to $190.28 in premarket, pulling back from Thursday’s close of $192.51, which was up 0.5%. (Investing) The move came after a Reuters report revealed that China has granted its leading AI startup DeepSeek conditional approval to purchase Nvidia’s H200 artificial-intelligence chips, though regulatory details are still…
30 January 2026
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Intel stock price barely budges after hours as traders size up AI demand and supply risk

Intel stock price barely budges after hours as traders size up AI demand and supply risk

New York, Jan 29, 2026, 17:52 EST — After-hours Intel’s shares slipped 0.2%, finishing at $48.66 in after-hours on Thursday, down 11 cents from Wednesday’s close. The stock ranged from $47.01 to $49.37, with trading volume exceeding 123 million shares. The modest after-hours shift hides a more intense battle beneath the surface. Investors wrestle with whether the recent surge in…
30 January 2026
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Micron (MU) stock steadies after-hours as DRAM shortage warnings flare; Apple earnings next

Micron (MU) stock steadies after-hours as DRAM shortage warnings flare; Apple earnings next

New York, January 29, 2026, 16:17 EST — After-hours Micron Technology (MU) shares nudged higher in after-hours trading Thursday, last ticking up 0.2% to $435.96. The stock swung wildly during the session, nearly a $29 range from low to high. Trading volume hit around 38.9 million shares. The memory-chip maker grabbed fresh spotlight after Samsung Electronics and SK Hynix flagged…
29 January 2026
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Lam Research stock slips after upbeat forecast; LRCX traders weigh the next leg of chip-tool demand

Lam Research stock slips after upbeat forecast; LRCX traders weigh the next leg of chip-tool demand

New York, Jan 29, 2026, 11:16 EST — Trading underway in the regular session. Lam Research shares fell Thursday, erasing earlier gains from a day after the chipmaking equipment supplier posted a March quarter forecast that beat expectations. (Businessinsider) Lam’s guidance stands out as a clear indicator of whether chipmakers are still ramping up factory spending driven by AI, and…
29 January 2026
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Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

NEW YORK, Jan 29, 2026, 09:46 ET — Regular session Intel shares fell 2.5% in early trading Thursday, retreating from a strong rally the day before. The jump had been driven by rumors connecting the chipmaker to possible manufacturing deals with Nvidia and Apple. (Investopedia) The pullback is significant as Intel aims to show its contract chipmaking unit can attract…
29 January 2026
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KLA (KLAC) stock edges up ahead of earnings as chip-tool signals roll in

KLA (KLAC) stock edges up ahead of earnings as chip-tool signals roll in

New York, January 28, 2026, 20:43 EST — The market has closed for the day. KLA Corporation shares closed Wednesday up 0.7% at $1,627.20 and gained further in after-hours, rising 1.4% to $1,649.68. Investors appeared to be gearing up ahead of the chip-tool maker’s quarterly earnings report set for Thursday. (StockAnalysis) Timing is key. KLA will release its fiscal second-quarter…
29 January 2026
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Stock Market Today

  • Tech Sell-Off Deepens on Cloud Growth Fears, Amazon to Report AWS Earnings
    February 6, 2026, 5:57 AM EST. The stock market saw a continuing sell-off in major indices including the Dow, S&P 500, and Nasdaq, driven by renewed concerns in the technology sector. Fears grew following Microsoft's sharp stock drop last week amid signs of a slowdown in Azure, its cloud computing service. Investors are now closely watching Amazon's upcoming earnings for its cloud unit, Amazon Web Services (AWS), a key revenue driver. Despite Amazon's shares rising nearly 10% in October after strong AWS revenue, anxiety persists over whether Microsoft's troubles signal a broader cloud growth slowdown. Analysts warn that if the deceleration affects the entire cloud market, it could hurt Amazon too. The sector is also grappling with skepticism over heavy artificial intelligence investments and their uncertain payoff timelines. Market participants are reassessing valuations as these tech giants recalibrate growth expectations.
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