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Semiconductors News 14 January 2026 - 15 January 2026

Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

Texas Instruments shares fell 0.8% to $191.87 by midday Thursday, lagging the semiconductor sector’s rally. Barclays and Wells Fargo raised price targets but kept cautious ratings, while Citi maintained a Buy. Investors await Texas Instruments’ earnings on Jan. 27 for signals on demand outside AI chips. Analog Devices and ON Semiconductor both gained, contrasting Texas Instruments’ decline.
15 January 2026
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TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

U.S. stocks rebounded Thursday, led by gains in chipmakers after TSMC projected 30% revenue growth for 2026 and posted record quarterly profit. The Dow rose 146 points, the S&P 500 gained 40, and the Nasdaq climbed 197 in early trading. Jobless claims dropped to 198,000, supporting optimism for rate cuts. Morgan Stanley and Goldman Sachs both beat profit forecasts on strong deal activity.
15 January 2026
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Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel shares hit a 52-week high of $49.78 on Thursday after KeyBanc upgraded both Intel and AMD, citing surging AI-driven server chip demand. Analyst John Vinh reported Intel is nearly sold out of 2026 server CPU capacity and highlighted improved manufacturing yields. KeyBanc set price targets of $60 for Intel and $270 for AMD. Neither Intel nor Apple commented on reports of a new supply deal.
15 January 2026
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AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

Nvidia and AMD shares jumped Thursday after TSMC reported record profit and raised 2026 spending plans, with Nvidia up 2.8% and AMD up 5.5% by 10:15 a.m. ET. U.S.-listed TSMC shares gained 6.3%. New U.S. tariffs on select AI chips and tighter export rules added uncertainty around China demand. The White House said exemptions remain possible for some imports.
15 January 2026
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AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD shares rose 3.3% to $230.96 early Thursday, tracking gains in chip stocks after TSMC’s upbeat spending forecast. KeyBanc upgraded AMD to “overweight,” citing tight 2026 server CPU supply and potential price hikes. Investors await AMD’s Feb. 3 earnings and are watching for impacts from new U.S. tariffs on advanced AI chips.
15 January 2026
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Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron shares rose 3.1% to $343.67 in premarket trading Thursday, tracking gains across semiconductor stocks after Taiwan Semiconductor’s strong results. SK Hynix announced accelerated HBM production to meet AI-driven memory demand. Retail investors increased bets on memory stocks in January. Micron’s annual shareholder meeting is set for 10 a.m. MST, with several governance items up for vote.
15 January 2026
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ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML shares hit a record high Thursday, pushing its market value above $500 billion after TSMC announced a 2026 capital budget of up to $56 billion. ASML rose 4.3% by 0952 GMT, while U.S. chip tool makers also rallied. TSMC’s Q4 profit beat expectations, but its CEO warned of possible risks from an AI investment bubble. ASML reports earnings Jan. 28.
15 January 2026
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TSMC jolts Wall Street futures higher as chip stocks pop before the open

TSMC jolts Wall Street futures higher as chip stocks pop before the open

S&P 500 and Nasdaq 100 futures rose Thursday after TSMC reported record fourth-quarter profit and raised its 2026 capital spending forecast to up to $56 billion. Applied Materials, Lam Research, and KLA jumped 5% to 6% premarket. Oil prices slid over 4% after Trump eased rhetoric on Iran. Major banks warned a proposed cap on credit card interest rates could restrict consumer lending.
15 January 2026
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Applied Materials stock jumps 6% premarket as TSMC capex outlook lifts chip-tool names

Applied Materials stock jumps 6% premarket as TSMC capex outlook lifts chip-tool names

Applied Materials shares rose 6.6% to $321.69 in premarket trading Thursday, rebounding from a nearly 1% drop Wednesday. The jump followed Taiwan Semiconductor’s strong profit and higher spending plans, along with new “Outperform” and “Buy” ratings from RBC Capital and Stifel. Lam Research and KLA also gained premarket. Applied Materials reports quarterly results Feb. 12.
15 January 2026
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Lam Research stock falls despite fresh target hikes; earnings and new chip tariffs loom

Lam Research stock falls despite fresh target hikes; earnings and new chip tariffs loom

Lam Research fell 2.6% to $208.79 in after-hours trading Wednesday, extending a two-day slide from Monday’s $222.58 peak. The Nasdaq dropped 1% as tech stocks retreated, despite new price-target upgrades for Lam from Stifel, RBC, and Bank of America. Investors are awaiting TSMC’s guidance Thursday and Lam’s Jan. 28 earnings. Trading volume for Lam reached about 18.2 million shares.
14 January 2026
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Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Nvidia shares fell 1.5% to $183.14 in after-hours trading Wednesday after the White House announced a 25% tariff on advanced computing chips, including Nvidia’s H200. AMD, whose MI325X chip was also named, rose 1.2% to $223.60. The move comes as the U.S. allows limited H200 sales to China and increases scrutiny of AI chip exports. Traders are watching upcoming earnings for signs of demand shifts.
14 January 2026
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AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD shares rose 0.6% to $222.27 Wednesday after KeyBanc upgraded the stock to “Overweight,” citing supply-chain checks showing server CPUs are nearly sold out for 2026. Analyst John Vinh raised the price target to $270 and flagged possible 10-15% price hikes in Q1. Investors await AMD’s Feb. 3 earnings for details on AI and data-center demand.
14 January 2026
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Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm shares fell 1.5% to $162.73 early Wednesday afternoon, extending a multi-day slide amid concerns over a shortage of high-end glass cloth used in advanced chip packaging. Trading volume reached about 3.4 million shares. Apple and Qualcomm are seeking new suppliers, but industry sources say more capacity may not arrive before late 2027. TSMC reports earnings early Thursday, with Qualcomm’s report due Feb. 4.
14 January 2026
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Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron shares fell 0.7% to $335.63 Wednesday morning after a strong rally. Bank of America raised its price target to $400, citing higher memory prices. Retail traders have ramped up bets on chipmakers, with Micron among the most traded names on Interactive Brokers. SK Hynix announced a $12.9 billion investment in advanced chip-packaging facilities.
14 January 2026
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AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD shares fell 1.7% to $217.27 early Wednesday after surging 6.4% Tuesday on a KeyBanc upgrade and price target hike to $270. Analyst John Vinh said AMD is nearly sold out of server CPUs and could raise prices 10% to 15% in Q1. AMD and TCS announced a partnership to expand enterprise AI projects. Investors await AMD’s Q4 and full-year results on Feb. 3.
14 January 2026
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AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

AMD shares surged 6.4% to $220.97 Wednesday after KeyBanc upgraded the stock, citing strong data-center chip demand and setting a $270 target. Analyst John Vinh reported AMD is nearly sold out of 2026 server CPU supply, with prices rising 10%–15%. Investors await AMD’s Feb. 3 earnings for updates on AI chip sales and pricing. Intel shares rose 7.3%, while Nvidia gained 0.5%.
14 January 2026
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Stock Market Today

Cambricon Class A stock price dips again: what to watch next for China AI chip name 688256

Cambricon Class A stock price dips again: what to watch next for China AI chip name 688256

8 February 2026
Cambricon Technologies shares closed at 1,036.99 yuan in Shanghai on Friday, down 2.02%, with volume at about 8 million shares. The stock has fallen roughly 16.5% since Feb. 2 after sharp declines earlier in the week. Investors await the company’s next earnings report, due March 13, for confirmation of its forecasted profit turnaround. Cambricon is valued at about 437.28 billion yuan.
Infineon stock in focus after Friday rise as reports flag April price hikes for power chips

Infineon stock in focus after Friday rise as reports flag April price hikes for power chips

8 February 2026
Infineon shares closed up 1.5% at 42.04 euros Friday on Xetra after reports the company plans April price hikes on some power products. TrendForce said the increases, citing tight supply and higher costs, would apply from April 1. The Feb. 12 record date and Feb. 19 annual meeting are next for shareholders. UBS raised its price target to 47 euros, citing stronger margins.
TE Connectivity stock jumps 3.5% into the weekend — what to watch for TEL next week

TE Connectivity stock jumps 3.5% into the weekend — what to watch for TEL next week

8 February 2026
TE Connectivity (NYSE: TEL) closed Friday up 3.46% at $215.91, rebounding after a 3.29% drop Thursday, but remains 5% lower for the week and 14% below its 52-week high. The company expects to close a $750 million senior notes offering on Monday and pay a $0.71 dividend March 13. Investors await Friday’s U.S. CPI report, seen as a key market driver.
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