Semiconductors News 1 January 2026

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

NEW YORK, Jan 2, 2026, 12:41 ET — Regular session Shares of QUALCOMM Incorporated rose 1.3% to $173.26 on Friday, extending an early-year rebound for chip stocks. The stock traded between $172.21 and $174.63, with about 2.1 million shares changing

2 January 2026

Earnings Reports·Semiconductors·Stock Market·Technology

Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

NEW YORK, Jan 2, 2026, 12:25 ET — Regular session Lam Research (LRCX) shares rose $8.31, or 4.9%, to $179.49 on Friday, outperforming the broader market in the first regular session of 2026. The move matters now because chip-equipment stocks

2 January 2026

Financial Analysis·Investing·Semiconductors·Stock Market·Technology News

AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

NEW YORK, January 2, 2026, 10:18 ET — Regular session Shares of Advanced Micro Devices rose 6.0% to $227.02 in morning trade on Friday. The stock opened at $219.00 and traded between $217.01 and $227.05, with about 9.5 million shares

2 January 2026

Investment Insights·Semiconductors·Stock Market·Technology News

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

NEW YORK, January 2, 2026, 10:18 ET — Regular session Micron Technology Inc (MU.O) shares rose about 8% on Friday morning, leading U.S. memory and storage names higher in the first regular session of 2026. The stock was up $22.92

2 January 2026

Financial Analysis·Investing·Semiconductors·Stock Market·Technology News

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

AMSTERDAM, January 2, 2026, 08:58 ET ASML (ASML.AS) shares rose more than 3% on Friday after Aletheia Capital upgraded the Dutch semiconductor equipment maker to “buy” from “sell” and doubled its price target — an analyst estimate of where a

2 January 2026

Investing·Market Analysis·Semiconductors·Stocks·Technology

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000

2 January 2026

Artificial Intelligence·Investment Trends·NVIDIA·Semiconductors·Stock Market

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at

2 January 2026

AI Chips·IPO News·NVIDIA·Semiconductors

TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

NEW YORK, January 2, 2026, 04:05 ET — Premarket Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares were set to stay in focus in premarket trading on Friday after the chipmaker said it had secured a U.S. licence covering imports of

2 January 2026

Investment·Semiconductors·Stock Market·Technology News

Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

NEW YORK, January 2, 2026, 02:49 ET — Market closed Micron Technology (MU.O) shares head into the first U.S. trading session of 2026 after sliding in the year’s final session, as investors locked in gains in mega-cap tech and chip

2 January 2026

Financial News·Investing·Semiconductors·Stock Market·Technology

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

NEW YORK, January 1, 2026, 18:05 ET — Market closed. ASML Holding N.V.’s U.S.-listed shares slipped in the latest session after Reuters reported China is pushing chipmakers to use more domestically made equipment when building out new capacity. The stock

2 January 2026

Investment Trends·Semiconductors·Stock Market

Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

NEW YORK, January 1, 2026, 16:32 ET — Market closed Texas Instruments Incorporated shares closed down $1.92, or 1.1%, at $173.49 on Wednesday, the final trading day of 2025, with U.S. stock markets shut on Thursday for the New Year’s

1 January 2026

Financial News·Investment Analysis·Semiconductors·Stock Market·Texas Instruments

KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

NEW YORK, January 1, 2026, 15:29 ET — Market closed Shares of KLA Corp fell 2.3% to $1,215.08 at Wednesday’s close, outpacing declines in chip-tool peers Applied Materials, down 1.1%, and Lam Research, down 1.5%. The pullback matters because KLA

1 January 2026

Earnings Reports·Investment Analysis·Semiconductors·Stock Market·Technology News

Semiconductors News 1 January 2026 - 2 January 2026