Semiconductor Industry News 3 January 2026

ASML stock rises after Bernstein upgrade; DRAM upcycle thesis back in play ahead of earnings

NEW YORK, Jan 5, 2026, 05:22 ET — Premarket ASML Holding N.V. shares rose 3.2% in early Amsterdam trading on Monday after Bernstein upgraded the chip equipment maker to “outperform” from “market perform” and raised its price target to 1,300

5 January 2026

Earnings Reports·Investment Analysis·Semiconductor Industry·Stock Market·Technology Stocks

TSMC stock jumps in premarket after Goldman target hike — what investors watch before earnings

NEW YORK, Jan 5, 2026, 04:29 ET — Premarket Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares rose about 3.4% in premarket trading on Monday, tracking a new record run in Taipei after a bullish Goldman Sachs call on the chipmaker’s artificial-intelligence

5 January 2026

Earnings Reports·Financial News·Investing·Semiconductor Industry·Stock Market

Intel stock jumps nearly 7% as chip rally kicks off 2026 — CES “Panther Lake” debut is next test

NEW YORK, Jan 4, 2026, 17:02 ET — Market closed Intel (INTC.O) shares closed up 6.7% at $39.38 on Friday after trading between $37.41 and $39.86, extending a rebound in semiconductor stocks at the start of 2026. The move matters

4 January 2026

Investment Insights·Semiconductor Industry·Stock Market·Technology News

Marvell stock jumps 5% as CES 2026 CEO chat nears — what MRVL investors watch next

NEW YORK, January 4, 2026, 14:31 ET — Market closed Marvell Technology, Inc. shares rose 5.2% on Friday, closing at $89.39. About 15.0 million shares changed hands, according to Yahoo Finance data. Yahoo Finance The move matters because Marvell sits

4 January 2026

Company News·Investing·Semiconductor Industry·Stock Market·Technology

Chip stocks surge into 2026 as Nvidia, AMD and Intel face CES and jobs-report tests

NEW YORK, Jan 4, 2026, 13:00 ET — Market closed Semiconductor stocks led Wall Street’s first session of 2026, with the Philadelphia Semiconductor Index — a benchmark for major U.S.-listed chipmakers — up 4% on Friday as the Dow rose

4 January 2026

Financial News·Investment·Semiconductor Industry·Stock Market·Technology

Korea Exchange today: KOSPI breaks 4,300 record as Samsung HBM4 talk lifts chip stocks

NEW YORK, January 4, 2026, 08:51 ET — Market closed South Korean shares on the Korea Exchange ended Friday at fresh highs, with the benchmark KOSPI jumping 95.46 points, or 2.27%, to a record 4,309.63. The tech-heavy KOSDAQ rose 2.17%,

4 January 2026

Samsung·Semiconductor Industry·Stock Market

Micron (MU) stock jumps 10% as Bernstein lifts target on AI-driven memory price upcycle

NEW YORK, January 4, 2026, 05:50 ET — Market closed Micron Technology shares surged 10.5% to close at $315.42 on Friday, as a bullish analyst note helped extend a powerful rally in memory stocks tied to artificial-intelligence data centers. The

4 January 2026

Artificial Intelligence·Investment·Semiconductor Industry·Stock Market·Technology

Chip stocks brace for Monday after U.S. strikes Venezuela — three scenarios to watch

NEW YORK, Jan 3, 2026, 17:31 ET U.S. President Donald Trump said the United States struck Venezuela overnight and captured President Nicolas Maduro, a shock event that investors are now mapping onto the next trading session for semiconductor stocks. Reuters

4 January 2026

International Relations·Investment Analysis·Semiconductor Industry

KLA stock surges nearly 5% to start 2026 as chip-gear rally puts KLAC near a new high

NEW YORK, Jan 3, 2026, 15:20 ET — Market closed KLA Corp shares closed up 4.89% at $1,274.47 on Friday, as chip-equipment stocks rallied to open the 2026 trading year. The stock traded between $1,250.55 and $1,283.99 and finished about

3 January 2026

Semiconductor Industry·Stock Market·Technology Stocks

Texas Instruments stock jumps as chipmakers rally — here’s what TXN investors watch next

New York, January 3, 2026, 14:56 ET — Market closed Texas Instruments Incorporated shares rose 2.3% to $177.52 at Friday’s close, after trading between $174.71 and $178.88. About 6.1 million shares changed hands. The move matters because chip stocks are

3 January 2026

Financial News·Investment Tips·Semiconductor Industry·Stock Market·Texas Instruments

Marvell stock jumps 5% to start 2026 as chip rally returns — what traders watch next (MRVL)

NEW YORK, January 3, 2026, 14:00 ET — Market closed Marvell Technology, Inc. shares rose 5.2% in the last U.S. session, closing at $89.39 on Friday. The move came as investors rotated back into semiconductor stocks to open 2026, with

3 January 2026

Financial News·Semiconductor Industry·Stock Market·Technology Stocks·Trading Strategies

ACM Research (ACMR) stock jumps nearly 14% to start 2026 as chip shares rebound; what’s next

NEW YORK, January 3, 2026, 10:41 ET — Market closed. Shares of ACM Research closed up about 13.8% at $44.88 on Friday, outpacing the broader semiconductor rally on the first trading day of 2026. The outsized move matters because it

3 January 2026

Financial Analysis·Investment News·Market Trends·Semiconductor Industry·Stock Market

Semiconductor Industry News 3 January 2026 - 5 January 2026