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Semiconductor Industry News 23 January 2026 - 25 January 2026

Cambricon stock heads into Monday: what to watch after a Friday dip in China’s AI chip bellwether

Cambricon stock heads into Monday: what to watch after a Friday dip in China’s AI chip bellwether

Shanghai, Jan 26, 2026, 06:07 CST — Premarket Cambricon Technologies Corp. Ltd. Class A shares (688256.SS) dipped 1.33% in the previous session, closing at 1,334.99 yuan. They are set to open Monday’s trading in Shanghai at that level. (MarketScreener) This matters because Cambricon has turned into a key stand-in for mainland China’s “homegrown AI chips” sector. Its moves often ripple…
25 January 2026
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SK hynix stock: what traders are watching before Jan. 29 earnings

SK hynix stock: what traders are watching before Jan. 29 earnings

SEOUL, Jan 26, 2026, 01:14 KST — Market session ended. SK hynix Inc shares ended Friday’s session up 1.59%, closing at 767,000 won. During the day, the stock fluctuated between 744,000 and 776,000 won. (Skhynix) The chipmaker will release its fourth-quarter results on Jan. 29. Investors are focused on the report for clues about memory pricing and supply amid ongoing…
25 January 2026
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AMD stock closes higher into Monday as Intel stumbles; what investors watch next

AMD stock closes higher into Monday as Intel stumbles; what investors watch next

New York, Jan 25, 2026, 06:31 ET — Market closed Advanced Micro Devices shares climbed 2.3% on Friday, closing at $259.68. The chipmaker remains in focus as traders prepare for Monday’s open following a turbulent week for AI-related stocks. The coming week poses a crucial challenge for markets: the Federal Reserve’s decision on Wednesday, paired with a flood of U.S.…
25 January 2026
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Piotech stock price rises despite China chip fund stake cut — what to watch next (688072)

Piotech stock price rises despite China chip fund stake cut — what to watch next (688072)

Shanghai, Jan 25, 2026, 10:36 GMT+8 — The market has closed. Piotech Inc’s Class A shares rose 3.3% on Friday, following the chip equipment maker’s announcement that a major shareholder had reduced its stake via block trades the previous day. This filing stands out because it reveals new selling activity by one of Piotech’s largest shareholders, right as the stock…
25 January 2026
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ON Semiconductor stock heads into week ahead with Feb. 9 earnings date now the next big test

ON Semiconductor stock heads into week ahead with Feb. 9 earnings date now the next big test

New York, Jan 24, 2026, 20:53 EST — Market closed. ON Semiconductor Corp is set to report its fourth-quarter and full-year results after the market closes on Feb. 9. The chipmaker’s shares slipped 1.7% on Friday, ending the day at $61.98. (Nasdaq) Timing matters, with ON Semiconductor’s stock hovering near a 52-week high. Traders quickly turn away when guidance disappoints.…
25 January 2026
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Hua Hong Semiconductor Class A stock: Feb 10 deal vote is the next test for 688347

Hua Hong Semiconductor Class A stock: Feb 10 deal vote is the next test for 688347

Shanghai, Jan 25, 2026, 09:16 CST — Market closed. Hua Hong Semiconductor’s Class A shares on the Shanghai exchange closed 0.6% lower Friday at 139.76 yuan, having traded in a range from 134.04 to 140.12 yuan earlier in the session. (Aastocks) Hua Hong’s next big step hinges on its deal calendar. According to a Hong Kong exchange circular dated Jan.…
25 January 2026
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SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

Hong Kong, Jan 25, 2026, 08:07 HKT — The market has shut down. Shares of Semiconductor Manufacturing International Corp (0981.HK) are set to draw attention when Hong Kong markets open Monday, after Reuters revealed Nvidia CEO Jensen Huang was spotted in Shanghai. The visit comes as Beijing considers whether to approve sales of Nvidia’s H200 AI chip to Chinese buyers.…
25 January 2026
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KLA stock price firms into earnings week after Intel’s warning jolts chip names

KLA stock price firms into earnings week after Intel’s warning jolts chip names

NEW YORK, Jan 24, 2026, 18:46 EST — The market has closed. KLA Corp (KLAC.O) shares ended Friday 0.9% higher at $1,512.78, rebounding from a 1.3% drop on Thursday amid a shaky finish for chip stocks ahead of the weekend. (StockAnalysis) KLA’s report is key as it stands among the first major “semi-cap” players—chipmaking equipment suppliers—to announce earnings in the…
25 January 2026
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Lam Research stock slips before earnings week as Citi cites “Phase 2 upcycle”

Lam Research stock slips before earnings week as Citi cites “Phase 2 upcycle”

New York, Jan 24, 2026, 15:03 EST — Market closed. Lam Research shares dipped 1.3% to close at $217.94 on Friday. Investors are now looking ahead to the chip-equipment maker’s upcoming earnings report, shifting attention away from the weekend’s trading action. That retreat is crucial as Lam prepares to report December-quarter results on Jan. 28. The stock has hovered near…
24 January 2026
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SK hynix stock hits 52-week high: memory-chip squeeze sharpens focus on Jan 29 earnings

SK hynix stock hits 52-week high: memory-chip squeeze sharpens focus on Jan 29 earnings

Seoul, Jan 25, 2026, 01:12 KST — Market closed SK hynix Inc (000660.KS) closed Friday at 767,000 won, gaining 12,000 won as Seoul markets wrapped up for the weekend. Trading volume hit around 3.5 million shares, with the closing price hitting its 52-week peak, according to FnGuide data. (Fnguide) Memory chip prices are skyrocketing as U.S. tech giants ramp up…
24 January 2026
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ASML stock price: What to watch before Jan. 28 earnings after Intel jolts chip mood

ASML stock price: What to watch before Jan. 28 earnings after Intel jolts chip mood

New York, January 24, 2026, 10:26 EST — The market has closed. ASML Holding NV shares wrapped up the week mostly flat ahead of a key earnings report due midweek. The stock closed Friday at $1,389.04, slipping 0.4%, while U.S. markets remained closed on Saturday. Sentiment took a hit late in the week as Intel’s steep 17% plunge weighed heavily…
24 January 2026
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AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

AMD stock price climbs after Intel flags AI server chip strain — what investors watch next

New York, Jan 23, 2026, 16:25 EST — After-hours Shares of Advanced Micro Devices (AMD.O) climbed roughly 2.3% to $259.65 in after-hours on Friday. The Nasdaq stock swung between $252.01 and $266.76, with volume hitting around 47 million shares. This shift is crucial because investors are zeroing in on chip supply—not just demand—as the key to which companies will lead…
23 January 2026
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Stock Market Today

  • Gauzy Ltd. Receives Nasdaq Notice Over Board Composition Non-Compliance
    February 6, 2026, 8:47 AM EST. Gauzy Ltd. (NASDAQ: GAUZ), a leader in vision and light control technologies, disclosed it received a notice from Nasdaq citing non-compliance with board independence rules following the resignation of two directors. The company's board now lacks the required independent members, violating Nasdaq Listing Rules 5605(b)(1), 5605(c)(2), and 5605(d)(2). Gauzy has 45 days, until March 20, 2026, to appoint independent directors or submit a compliance plan, potentially extending up to 180 days if approved. Failure to comply risks delisting proceedings, though trading of the company's shares continues uninterrupted. Gauzy is actively searching for qualified independent directors to meet listing standards but has not assured regaining compliance within the deadline.
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