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Semiconductors News 13 January 2026 - 15 January 2026

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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Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia shares closed up 0.5% Tuesday after the U.S. eased export restrictions on H200 AI chips to China, but imposed new testing and security rules. China signaled it will approve H200 purchases only in “special circumstances,” creating uncertainty for demand. Nvidia denied requiring Chinese buyers to pay upfront. Other chip stocks saw mixed trading.
13 January 2026
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Stock Market Today

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

8 February 2026
AMD shares jumped 8.28% to $208.44 Friday, rebounding after steep losses earlier in the week. Chip stocks rallied as investors bet on continued AI data center spending by major tech firms. Nvidia rose 7.8%, Broadcom gained 7.1%, and the Philadelphia Semiconductor Index closed up 5.7%. Markets now await macroeconomic data and Nvidia’s late-February results.
Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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