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Semiconductors News 7 January 2026 - 9 January 2026

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

New York, Jan 9, 2026, 09:45 EST — Regular session Nvidia (NVDA.O) shares slipped 0.3% to $184.54 in early trade on Friday as investors weighed uncertainty around the company’s plan to restart shipments of its H200 artificial-intelligence chip to China. The China question matters because it is one of the few levers that can change Nvidia’s near-term volume outlook without…
9 January 2026
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Why Qualcomm stock moved: Volkswagen’s 2027 chip plan and Samsung 2nm talks

Why Qualcomm stock moved: Volkswagen’s 2027 chip plan and Samsung 2nm talks

NEW YORK, Jan 8, 2026, 21:19 (EST) — Markets closed for the day. Trading ended with all major indexes settled. Qualcomm shares closed Thursday 0.9% higher at $181.87 after Volkswagen announced it had signed a letter of intent naming Qualcomm as the main technology supplier for its next software platform. The stock fluctuated between $176.51 and $184.29 during the session.…
9 January 2026
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Intel stock (INTC) pops after Trump touts “sub-2nm” chip milestone as earnings near

Intel stock (INTC) pops after Trump touts “sub-2nm” chip milestone as earnings near

NEW YORK, Jan 8, 2026, 17:37 (EST) — After-hours Intel shares rose about 3% in after-hours trading on Thursday after U.S. President Donald Trump praised a meeting with Chief Executive Lip-Bu Tan on social media. The stock closed down 3.5% at $41.11, after trading between $40.68 and $43.31 in the regular session. The remarks put fresh focus on Intel’s turnaround…
9 January 2026
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Silicon Motion (SIMO) stock slides about 10% as chip trade cools — what’s next

Silicon Motion (SIMO) stock slides about 10% as chip trade cools — what’s next

New York, Jan 8, 2026, 14:17 EST — Regular session Silicon Motion Technology Corp shares fell about 10% on Thursday, giving back a chunk of a sharp two-day run in the Nasdaq-listed storage chip name. The stock was down 9.9% at $109.10 in afternoon trading, after touching $123 earlier in the session. The drop came as tech shares slipped more…
8 January 2026
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Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

New York, January 8, 2026, 11:27 EST — Regular session Lam Research shares fell 2.2% to $198.62 on Thursday, tracking a broader drop in semiconductor names. The stock touched $195.14 at its low so far. Lam, a major supplier of chipmaking tools, tends to swing with expectations for factory spending and the pace of upgrades at big chipmakers. That matters…
8 January 2026
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Broadcom stock (AVGO) slides as Nvidia’s China chip payment demand ripples through AI semiconductors

Broadcom stock (AVGO) slides as Nvidia’s China chip payment demand ripples through AI semiconductors

NEW YORK, Jan 8, 2026, 10:51 (EST) — Regular session Broadcom Inc shares fell 3.1% in morning trade on Thursday, tracking a dip across chip and AI names after Reuters reported Nvidia is demanding full upfront payment for its H200 chips in China. Reuters Broadcom was down $10.65 at $332.85 by 10:35 a.m. EST, near the session’s low of $332.15.…
8 January 2026
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Intel stock jumps in premarket as 18A ramp talk keeps the turnaround trade hot

Intel stock jumps in premarket as 18A ramp talk keeps the turnaround trade hot

NEW YORK, Jan 8, 2026, 08:58 EST — Premarket Intel (INTC.O) shares rose 6.4% to $42.63 in premarket trading on Thursday, after ending Wednesday at $40.06. Chip stocks were mixed, with Nvidia (NVDA.O) up about 1% while AMD (AMD.O) and Taiwan Semiconductor Manufacturing’s U.S. shares slid around 2%. The move matters because Intel’s comeback hinges on 18A, its next-generation chipmaking…
8 January 2026
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Micron (MU) stock slips premarket as New York megafab milestone meets softer futures

Micron (MU) stock slips premarket as New York megafab milestone meets softer futures

New York, Jan 8, 2026, 06:25 ET — Premarket Micron Technology (MU) shares fell 1.1% in premarket trading on Thursday to $339.55. The memory-chip maker said it will break ground on its $100 billion “megafab” project in Onondaga County, New York on Jan. 16, after clearing environmental reviews and permits. Micron Technology The date puts a concrete marker on a…
8 January 2026
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Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

New York, Jan 8, 2026, 06:21 EST — Premarket Nvidia (NVDA.O) rose about 1% in U.S. premarket trade on Thursday after Reuters reported the company is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, tightening terms as Beijing weighs approvals. Taiwan Semiconductor Manufacturing (TSM.N) fell 2.6%, Advanced Micro Devices (AMD.O) slid 2% and Intel (INTC.O)…
8 January 2026
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Analog Devices stock near $293 after chip rally pauses; insider sale and payrolls loom

Analog Devices stock near $293 after chip rally pauses; insider sale and payrolls loom

New York, Jan 7, 2026, 20:50 EST — Market closed Analog Devices (ADI.O) shares ended little changed on Wednesday at $292.89, after swinging between $286.75 and $293.03 in a choppy session that left the stock near recent highs. The steadiness matters because ADI is one of the cleaner read-throughs on “real economy” chip demand — the industrial and auto orders…
8 January 2026
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KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

New York, Jan 7, 2026, 19:14 EST — After-hours KLA Corp shares fell about 2.5% to $1,359.69 in after-hours trading on Wednesday, tracking a late-day pullback in semiconductor equipment stocks. Applied Materials, Lam Research and ASML also ended lower as the S&P 500 slipped and investors rotated back toward a narrow set of mega-cap AI names that lifted the Nasdaq,…
8 January 2026
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Texas InstrumentsTexas Instruments stock slides 3.6% as chip rally cools; Jan. 27 earnings call in focus

Texas InstrumentsTexas Instruments stock slides 3.6% as chip rally cools; Jan. 27 earnings call in focus

NEW YORK, Jan 7, 2026, 15:30 ET — Regular session Texas Instruments Incorporated shares were down 3.6% at $185.23 in late afternoon trading on Wednesday, after closing at $192.10 a day earlier. NXP Semiconductors fell 3.1%, while Microchip Technology slid 2.0% and Analog Devices and ON Semiconductor each dipped about 0.4%. The pullback matters because Texas Instruments is widely watched…
7 January 2026
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Stock Market Today

  • UiPath Emerges as Leader in AI Agent Orchestration Amidst Growing AI Market
    January 23, 2026, 2:05 PM EST. UiPath is poised to lead the emerging agentic AI market, which uses AI agents to autonomously perform tasks beyond the scope of earlier generative AI like ChatGPT. Building on its robotic process automation (RPA) roots, UiPath offers Maestro, a platform that governs and manages AI agents across vendors, integrating human, bot, and AI task assignments efficiently. Despite AI's risk of "hallucinations" (generating false information), Maestro provides crucial oversight for enterprise use. UiPath's stock trades attractively with a forward price-to-sales below 4.5 and a forward P/E of 19. As demand for AI agent orchestration grows, the company's recent acceleration in revenue marks it as a significant player shaping the next phase of the AI market.
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