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Semiconductors 25 January 2026 - 26 January 2026

Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron shares rose 0.5% to $399.65 early Monday after reports that Samsung will start producing HBM4 chips for Nvidia next month. Samsung’s stock gained 2.2% while SK Hynix fell 2.9%. Investors are watching Thursday’s earnings from Samsung and SK Hynix for details on HBM4 order volumes. Micron’s HBM supply for 2026 is reportedly already fully booked.
26 January 2026
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Silan Microelectronics stock slides in Shanghai as chip trade turns choppy — what investors watch next

Silan Microelectronics stock slides in Shanghai as chip trade turns choppy — what investors watch next

Hangzhou Silan Microelectronics’ A shares fell 2.8% to 30.78 yuan in Shanghai Monday morning, wiping out last week’s chip sector gains. The CSI semiconductor materials and equipment index dropped 4.6% by 9:55 a.m., while some sector ETFs saw net inflows. Hong Kong chip stocks, including SMIC and Hua Hong, also declined early in the session. Investors await Silan’s results update as sector rotation pressures growth stocks.
26 January 2026
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Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon shares jumped nearly 8% in Shanghai Monday after the company forecast 44% revenue growth for 2025 but warned of a continued net loss. The stock hit 129.88 yuan by 10:24 a.m. Traders focused on rising memory-chip prices and Dosilicon’s upcoming annual report, due April 23. The company cited higher demand for storage chips but reported ongoing losses from investments and R&D.
26 January 2026
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Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor shares rose 2.9% to T$60.2 in Taipei after news of its planned US$1.8 billion Tongluo plant sale to Micron. The board approved a GDR offering of up to 420 million shares, with a shareholder vote set for April 10. Micron aims to close the deal by Q2 2026 and expand the site for DRAM output by late 2027. Investors remain cautious amid dilution risk and pending regulatory review.
26 January 2026
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Sanan Optoelectronics stock price (600703) jumps nearly 6% as Chongqing SiC venture update turns heads

Sanan Optoelectronics stock price (600703) jumps nearly 6% as Chongqing SiC venture update turns heads

Sanan Optoelectronics shares jumped 5.75% Friday in Shanghai after local media reported its Chongqing silicon-carbide project entered “risk production.” The company recently warned of a 2025 net loss up to 400 million yuan, citing losses in its filter and SiC segments. Investors await audited figures and updates on the Chongqing ramp in the April annual report.
26 January 2026
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Technoprobe stock slides: Intel warning, chip jitters and the next date investors watch

Technoprobe stock slides: Intel warning, chip jitters and the next date investors watch

Technoprobe SpA shares closed at 15.91 euros Friday, down 0.8% after recent gains of about 30% since January. Trading volume reached roughly 447,000 shares. The chip-testing supplier remains exposed to global semiconductor swings, especially after Intel’s 14% drop hit chip stocks last week. Technoprobe’s board will review 2025 financials on March 18, with a shareholder vote set for April 23.
26 January 2026
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Lattice Semiconductor (LSCC) stock price dips: what to watch before Monday’s open

Lattice Semiconductor (LSCC) stock price dips: what to watch before Monday’s open

Lattice Semiconductor shares fell 1.1% to $84.33 Friday, trading near $84.22 after hours. The stock ranged from $82.79 to $85.79 during the session and is set to report earnings Feb. 9. Chip stocks broadly declined after Intel’s 14% drop on weak forecasts. Markets await a Federal Reserve rate decision and major tech earnings next week.
26 January 2026
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Amkor stock slides 5% into Monday as chip mood turns — here’s what to watch next

Amkor stock slides 5% into Monday as chip mood turns — here’s what to watch next

Amkor Technology shares fell 5.2% to $49.71 Friday, tracking a broader chip sector slump after Intel’s weak outlook. The drop came ahead of the Federal Reserve’s Jan. 28 rate decision and a wave of Big Tech earnings. Amkor will report fourth-quarter and full-year results on Feb. 9. The company is expanding its Arizona facility, raising investment to $7 billion.
26 January 2026
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Tower Semiconductor (TSEM) stock slips as chip sector cools — what to watch before the Fed and Feb. 11 earnings

Tower Semiconductor (TSEM) stock slips as chip sector cools — what to watch before the Fed and Feb. 11 earnings

Tower Semiconductor closed Friday at $128.62, down about 1% after fluctuating between $124.00 and $129.90 on volume of 1.15 million shares. The PHLX Semiconductor Sector index fell 1.21% as Intel’s weak outlook rattled chip stocks. Investors await the Fed’s Jan. 28 decision and Tower’s earnings report on Feb. 11.
26 January 2026
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OmniVision Integrated Circuits (603501) stock: Monday’s Shanghai open in focus after Nvidia China trip report

OmniVision Integrated Circuits (603501) stock: Monday’s Shanghai open in focus after Nvidia China trip report

OmniVision shares in Shanghai are set to open after reports that Chinese customs have blocked Nvidia’s H200 AI chip, with Nvidia CEO Jensen Huang in Shanghai as Beijing weighs approval. OmniVision closed Friday at 129.40 yuan, up 0.43%. The company raised $615.9 million in Hong Kong this month, saying 70% will fund R&D. Investors await Shanghai’s open and any signals from the Nvidia-China situation.
26 January 2026
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GlobalFoundries stock slides 5% into Fed week — what to watch for GFS next

GlobalFoundries stock slides 5% into Fed week — what to watch for GFS next

GlobalFoundries shares fell 4.8% to $42.85 at Friday’s close, tracking a broader chip sector decline after weak Intel guidance. The company will report earnings and hold a conference call on Feb. 11. Investors await the Fed’s policy decision next week. GlobalFoundries recently agreed to acquire Synopsys’ ARC processor IP business, with the deal expected to close in the second half of 2026.
26 January 2026
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Hua Hong Semiconductor A-shares face a Feb 10 vote — traders eye 688347 after record run

Hua Hong Semiconductor A-shares face a Feb 10 vote — traders eye 688347 after record run

Hua Hong’s Shanghai-listed shares closed at 139.76 yuan Friday, down 0.6% after hitting a record 147 yuan the previous day. Shareholders will vote Feb. 10 on an 8.27 billion yuan acquisition of Shanghai Huali Microelectronics and a private placement to raise up to 7.56 billion yuan. Hong Kong adviser Innovax supports the deal but notes possible dilution and takeover rule issues.
26 January 2026
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TSMC stock jumps 2% into the weekend — here’s what Wall Street is watching next

TSMC stock jumps 2% into the weekend — here’s what Wall Street is watching next

TSMC’s U.S.-listed shares rose 2.3% to $334.87 at Friday’s close. Taiwan’s president expressed interest in expanding chip investment in Arizona during a meeting with a U.S. senator. TSMC North America named Sylvia Fang and Sajiv Dalal as directors, replacing David Keller. Investors await the Federal Reserve meeting and Big Tech earnings next week.
25 January 2026
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Micron stock hovers near $400 as Intel flags memory cost pressure; Fed decision next

Micron stock hovers near $400 as Intel flags memory cost pressure; Fed decision next

Micron Technology shares closed up 0.5% at $399.65 Friday, trading near $400 as memory prices and supply shortages drove market moves. Intel stock fell after warning of rising component costs, including memory. Micron reported fiscal Q1 revenue of $13.64 billion and guided Q2 to $18.70 billion. Investors are watching high-bandwidth memory demand and upcoming earnings from major tech firms.
25 January 2026
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Tencent stock price: Nvidia H200 chip orders loom as 0700.HK heads into Monday

Tencent stock price: Nvidia H200 chip orders loom as 0700.HK heads into Monday

Tencent shares fell 0.42% to HK$595.00 on Friday, marking a fifth straight loss, while the Hang Seng TECH Index rose 0.62%. Chinese regulators are moving closer to letting tech firms, including Tencent, order Nvidia’s H200 AI chips, according to reports. Tencent also faces backlash over its request to remove WeChat data-export tools from GitHub. The company’s board will meet March 18 to approve annual results.
25 January 2026
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