Semiconductor Industry News 1 January 2026

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

Marvell stock jumps 5% as chip rally kicks off 2026; CES CEO chat is next test

NEW YORK, Jan 2, 2026, 20:09 ET — Market closed Marvell Technology shares ended Friday up 5.2% at $89.39, after trading between $86.12 and $90.08. The move matters because Marvell sits in the cross-currents of two market drivers: spending on

3 January 2026

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

Why Vicor (VICR) stock is up today: chip rally, court calendar and earnings date in focus

NEW YORK, January 2, 2026, 13:41 ET — Regular session Vicor Corp shares rose 7.5% to $117.85 in early afternoon trading on Friday, in a sharp move for the Nasdaq-listed power-module maker. Trading was light, with about 33,231 shares changing

2 January 2026

Earnings Reports·Investment Strategies·Legal Updates·Semiconductor Industry·Stock Market News

Camtek stock jumps 8% today as chip-equipment rally lifts CAMT; traders eye Fed, jobs data

NEW YORK, Jan 2, 2026, 1:50 PM ET — Regular session Camtek Ltd shares rose 8.1% to $115 in afternoon trading on Friday, after swinging between $108.90 and $116. The stock opened at $110.55 and had traded about 145,500 shares.

2 January 2026

Economic Data·Federal Reserve·Semiconductor Industry·Stock Market·Technology Stocks

TSMC gets U.S. annual licence to keep its China Nanjing chip plant supplied with American tools

SEOUL, Jan 2, 2026, 10:52 ET The United States has granted Taiwan Semiconductor Manufacturing Co (TSMC) an annual licence allowing shipments of U.S.-controlled chipmaking equipment to its facilities in Nanjing, China, the company said. Reuters The decision matters because the

2 January 2026

Semiconductor Industry·Technology News

AMD stock jumps to start 2026 as MI450 AI chips and Helios racks draw fresh attention

NEW YORK, January 2, 2026, 10:28 ET Advanced Micro Devices’ shares rose about 5% on Friday, kicking off 2026 with a fresh burst of optimism around the chipmaker’s artificial intelligence hardware plans. The stock was up 5.2% at $225.24 by

2 January 2026

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

Broadcom stock jumps early as AI chip trade steadies to start 2026

NEW YORK, Jan 2, 2026, 09:40 ET — Regular session Broadcom Inc shares rose 2.8% to $355.71 in early trading on Friday, with the stock ranging from $351.80 to $356.97. The S&P 500 and Dow were each up about 0.3%

2 January 2026

AI Technology·Financial News·Investments·Semiconductor Industry·Stock Market

Intel stock rises in premarket as 2026 trading begins; INTC in focus on foundry, Panther Lake

NEW YORK, Jan 2, 2026, 07:40 ET — Premarket Intel Corp shares rose 1.8% to $37.56 in premarket trading by 7:09 a.m. ET on Friday, after ending the last session of 2025 down 1.1% at $36.90, MarketBeat data showed. MarketBeat

2 January 2026

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

Samsung Electronics stock hits record in Seoul as HBM4 progress grabs investors’ attention

NEW YORK, January 2, 2026, 05:19 ET — Premarket Samsung Electronics Co., Ltd. (005930.KS) shares surged 7.2% to a record close in Seoul on Friday after executives highlighted progress on its next-generation high-bandwidth memory chips used in artificial-intelligence servers. The

2 January 2026

Investment·Semiconductor Industry·Stock Market·Technology News

AMD and ASML: Two chip stocks investors are watching as 2026 hinges on AI spending

NEW YORK, January 1, 2026, 19:47 ET Artificial intelligence spending is shaping investor positioning as 2026 gets underway, with strategists warning that the next phase of the equity rally will depend on whether companies can justify soaring data-center budgets. Reuters

2 January 2026

AI Technology·Investment Strategies·Semiconductor Industry·Stock Market·Tech News

Nvidia stock today: China H200 surge drives TSMC talks as CES and earnings loom

NEW YORK, January 1, 2026, 19:27 ET — Market closed Nvidia shares last closed at $186.50 on Wednesday, down 0.55%, with U.S. markets shut on Thursday for New Year’s Day. Yahoo Finance The focus is on a Reuters report that

2 January 2026

Earnings Reports·NVIDIA·Semiconductor Industry·Stock Market

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

NEW YORK, January 1, 2026, 17:23 ET Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences.

1 January 2026

Investment Analysis·Semiconductor Industry·Stock Market·Technology Trends

Semiconductor Industry News 1 January 2026 - 3 January 2026