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Semiconductors News 21 January 2026 - 23 January 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

New York, Jan 22, 2026, 20:19 EST KeyBanc maintained its Overweight rating on Advanced Micro Devices, signaling expectations the stock will outperform, and held firm on a $270 price target ahead of the chipmaker’s Feb. 3 earnings. The firm noted hyperscalers—the massive cloud providers—are already securing capacity through 2026, leaving AMD nearly sold out of server CPUs well into that…
23 January 2026
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Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

New York, January 22, 2026, 16:04 EST — After-hours Micron Technology shares climbed 1.6% to $395.54 in late Thursday trading following William Blair’s debut coverage with an Outperform rating on the U.S. memory-chip giant. Analyst Sebastien Naji highlighted that “advancements in AI compute are increasingly hindered by memory bottlenecks” in a firm note announcing the coverage launch. (William Blair) The…
22 January 2026
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Navitas Semiconductor stock jumps 14% in regular session — what’s behind NVTS’ latest swing

Navitas Semiconductor stock jumps 14% in regular session — what’s behind NVTS’ latest swing

New York, Jan 22, 2026, 14:45 ET — Regular session Shares of Navitas Semiconductor Corporation surged Thursday, bouncing back in a stock known for its wild swings. At 2:45 p.m. ET, the power-chip maker’s stock jumped $1.41, roughly 14%, to $11.17, following a close of $9.76 on Wednesday. Shares fluctuated between $9.96 and $11.17, with around 24.1 million changing hands.…
22 January 2026
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AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

New York, Jan 22, 2026, 10:51 EST — Regular session Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9%…
22 January 2026
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Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

New York, Jan 22, 2026, 09:33 EST — Regular session Shares of Advanced Micro Devices (AMD.O) climbed 7.6% to $249.80 in early Thursday trading, pushing the chipmaker toward the front of the pack amid a semiconductor rally. Nvidia (NVDA.O) gained roughly 3%, while Intel (INTC.O) surged close to 12%. Both the iShares Semiconductor ETF and VanEck Semiconductor ETF advanced about…
22 January 2026
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Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

New York, Jan 22, 2026, 09:32 EST — Regular session Micron Technology Inc (MU) shares jumped 6.6% to $389.11 in early Thursday trading, fueled by renewed bullish sentiment highlighting memory chips as a critical bottleneck in AI systems. This move is significant because Micron is at the heart of a trade that shifts with every change in AI spending and…
22 January 2026
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Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

NEW YORK, Jan 22, 2026, 07:31 ET — Premarket Micron Technology (MU.O) shares jumped 2.2% to $397.75 in premarket Thursday after William Blair bumped its rating to “Outperform.” The move adds to a wave of target price hikes seen earlier this week. (Public) This change matters now because Micron finds itself amid a volatile chip market: memory prices are climbing…
22 January 2026
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Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

NEW YORK, Jan 21, 2026, 18:54 EST — After-hours Applied Materials shares climbed 2.2% to close at $325.24 Wednesday, with volume just over its 50-day average as the chip-equipment maker stayed near a recent peak. After-hours trading, which takes place electronically after 4 p.m., showed little movement in the stock. (MarketWatch) The rebound followed a wider relief rally after President…
22 January 2026
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Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU

Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU

New York, Jan 21, 2026, 16:07 ET — After-hours Micron Technology, Inc. shares jumped 6.3% Wednesday, fueled by upbeat analyst calls and the company’s plans to ramp up capacity in Taiwan. The stock climbed $23.45 to $388.45, hitting a high of $394.15 earlier in the day. This move is significant because Micron is caught in a tightening memory cycle, where…
21 January 2026
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Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

NEW YORK, January 21, 2026, 15:10 EST — Regular session. Shares of Analog Devices Inc climbed 4.1% to $307.85 in Wednesday afternoon trading, gaining roughly $12 compared to Tuesday’s close. The rally followed a steep selloff the day before, sparked by tariff threats and new political developments. Anthony Saglimbene, chief market strategist at Ameriprise Financial, called it “indicative of a…
21 January 2026
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Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next

Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next

New York, January 21, 2026, 13:30 EST — Regular session Shares of Marvell Technology (MRVL.O) gained 2.4%, reaching $81.69 by 1:30 p.m. EST on Wednesday, after hitting an intraday peak of $84.27. Trading was volatile, with the stock fluctuating between $79.90 and $84.27, and roughly 9.4 million shares exchanged. This shift is significant as chip stocks have been volatile amid…
21 January 2026
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Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

New York, Jan 21, 2026, 10:38 AM EST — Regular session Micron Technology shares climbed 4.9% to $382.86 Wednesday morning, pushing higher amid growing bets that memory supply shortages will persist longer than anticipated. (Investing.com) This shift is crucial now as memory, usually a straightforward commodity, faces conflicting demands. Data centers expanding AI setups push for premium chips, while phone,…
21 January 2026
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