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Semiconductor Industry News 26 January 2026 - 28 January 2026

Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

New York, Jan 28, 2026, 13:27 EST — Regular session Shares of Texas Instruments soared almost 10% on Wednesday, building on a rally fueled by strong earnings. The chipmaker projected first-quarter revenue and profits that beat Wall Street expectations. This move is significant since Texas Instruments is viewed as a key indicator for basic chip demand—the power and signal chips…
Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

Applied Optoelectronics (AAOI) stock jumps nearly 18% on Oxford Instruments Texas expansion deal

New York, Jan 28, 2026, 13:01 (EST) — Regular session Applied Optoelectronics Inc shares surged nearly 18% on Wednesday following Oxford Instruments’ announcement that it secured a plasma equipment supply deal linked to the U.S. optical components firm’s expansion in Texas. By 12:45 p.m. EST, the stock had climbed roughly 17.8% to $44.05, hitting a session high of $44.25. (SEMI)…
Texas Instruments stock jumps 9% after outlook flags AI data-center demand

Texas Instruments stock jumps 9% after outlook flags AI data-center demand

New York, January 28, 2026, 12:38 p.m. EST — Regular session • Texas Instruments jumped in midday trading following a bullish first-quarter forecast• The firm highlighted growing demand driven by AI data-center expansions and stronger industrial output• Investors are cautious, waiting to see if the rally sticks as clients manage chip stockpiles Texas Instruments shares surged 9.1% to $214.62 midday…
Intel stock price jumps nearly 9% as INTC rebounds with chip shares ahead of Fed decision

Intel stock price jumps nearly 9% as INTC rebounds with chip shares ahead of Fed decision

New York, Jan 28, 2026, 10:20 a.m. ET — Regular session Intel Corporation shares surged roughly 9% Wednesday, pushing the stock close to $48 as semiconductor buyers stepped in during early New York trading. INTC gained $4.02 to reach $47.95, touching a session peak of $48.76. Chip stocks have been key drivers for U.S. indexes ahead of today’s Federal Reserve…
Intel stock jumps before the bell as ASML orders, SK Hynix profit spark chip rally

Intel stock jumps before the bell as ASML orders, SK Hynix profit spark chip rally

New York, Jan 28, 2026, 09:25 EST — Premarket Intel shares gained 3.4%, climbing to $43.93 in premarket trading Wednesday. Chip stocks kicked off the session strong: Nvidia climbed 1.9%, Micron surged 4%, and Microchip Technology jumped 6.5%. Market watchers cited new data from SK Hynix and ASML as key drivers. Investors are also gearing up for the Federal Reserve’s…
Nvidia stock price lifts in premarket as China greenlights H200 chip buys

Nvidia stock price lifts in premarket as China greenlights H200 chip buys

New York, January 28, 2026, 09:22 ET — Premarket Nvidia shares climbed 1.1% in premarket trading Wednesday, hitting $188.52. The gain came after reports that China has given the green light for ByteDance, Alibaba, and Tencent to purchase over 400,000 of Nvidia’s H200 AI chips, according to people familiar with the situation. However, the approvals come with conditions still under…
Micron stock jumps again as $24 billion Singapore fab plan fans AI memory shortage trade

Micron stock jumps again as $24 billion Singapore fab plan fans AI memory shortage trade

New York, January 28, 2026, 09:33 EST — Regular session Micron Technology, Inc. shares climbed another 3% in early trading Wednesday, following a 5.4% gain Tuesday that pushed the stock to $410.24. (Public) Micron is pushing ahead with a roughly $24 billion investment over the next decade to build a cutting-edge wafer fabrication plant in Singapore. The company kicked off…
KLA stock jumps nearly 5% as Micron’s $24 billion Singapore plan lifts chip-equipment shares

KLA stock jumps nearly 5% as Micron’s $24 billion Singapore plan lifts chip-equipment shares

New York, Jan 27, 2026, 12:33 (ET) — Regular session KLA Corporation (KLAC) shares jumped 4.6% on Tuesday, hitting $1,615.45 at one point before settling around $1,613.30 by midday in New York. Chip-equipment shares gained momentum following Micron Technology’s announcement of a $24 billion memory-chip factory in Singapore, aimed at boosting production amid a global supply squeeze. TrendForce analyst Bryan…
IonQ stock jumps in premarket as $1.8 billion SkyWater deal puts dilution and chips in focus

IonQ stock jumps in premarket as $1.8 billion SkyWater deal puts dilution and chips in focus

NEW YORK, Jan 27, 2026, 05:37 EST — Premarket IonQ shares climbed 3.8% to $45.01 in premarket trading Tuesday, regaining some ground after an 8.2% drop the day before. The stock’s been volatile since the quantum-computing company announced plans to acquire U.S. chip foundry SkyWater Technology in a roughly $1.8 billion deal. (Public) IonQ announced Monday that its cash-and-stock deal…
Micron stock jumps in premarket on $24B Singapore fab plan as AI memory crunch tightens

Micron stock jumps in premarket on $24B Singapore fab plan as AI memory crunch tightens

NEW YORK, Jan 27, 2026, 05:09 EST — Premarket Micron Technology’s stock jumped roughly 4% in premarket trade Tuesday. The U.S. memory chip giant announced plans to pour about $24 billion into expanding its manufacturing footprint in Singapore over the next decade. Wafer production is slated to start in the latter half of 2028. (Businessinsider) The spending hits a market…
Nvidia stock price slips after hours as $2B CoreWeave deal and HBM4 supply talk land

Nvidia stock price slips after hours as $2B CoreWeave deal and HBM4 supply talk land

NEW YORK, January 26, 2026, 4:54 PM EST — After-hours Nvidia (NVDA.O) shares slipped 0.7% to $186.47 in Monday’s after-hours, after a session range of $185.69 to $189.06. The AI-chip maker announced a $2 billion investment in CoreWeave (CRWV.O) at $87.20 per share, nearly doubling its stake in the company. CoreWeave shares jumped 9% in premarket trading. A spokesperson from…
USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

USA Rare Earth (USAR) stock jumps as U.S. backs $1.6 billion CHIPS-linked funding plan

New York, January 26, 2026, 13:09 EST — Regular session Shares of USA Rare Earth jumped roughly 17% to $28.94 in early Monday afternoon trading, continuing a choppy stretch for the rare-earths company. The company announced a non-binding letter of intent with the U.S. Department of Commerce’s CHIPS Program, involving $277 million in proposed federal funding and a $1.3 billion…
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Stock Market Today

  • Stellantis (STLAP.PA) Stock Drops 29% After €22.2 Billion Charges and Dividend Suspension
    February 6, 2026, 7:33 AM EST. Stellantis N.V. shares plunged 29.11% intraday to €6.14 on Feb 6, 2026, following an announcement of €22.2 billion in one-off charges, a suspended 2026 dividend, and a €5 billion hybrid bond issuance. Trading volume surged to nearly 18 million shares, far above the average, as investors reacted to the reset and guidance revisions. Despite a mid-single digit revenue growth outlook, the company flagged short-term cash impacts with €6.5 billion expected in payments over four years. Financial metrics showed negative earnings per share and cash flow pressures. Meyka AI rates the stock as a HOLD with a technical score of 55.77/100 and projects a recovery to €7.90 monthly and €10.21 quarterly. Investors face volatility amid sector-wide risk repricing and await audited H2 2025 results on Feb 26.
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