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Semiconductors 19 January 2026 - 20 January 2026

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia shares fell 4.3% Tuesday after Inventec said approval for selling Nvidia’s H200 AI chip in China is stalled by Beijing. Broadcom dropped 5.4%, Super Micro Computer slid 3.8%, and the iShares Semiconductor ETF lost 1.5%. Morgan Stanley cut its outlook for North American IT hardware, citing weak demand and rising costs. Wall Street posted its steepest daily decline in three months.
20 January 2026
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Why UMC stock is up 16% today: 8-inch price hike talk meets Taiwan’s CPO buzz

Why UMC stock is up 16% today: 8-inch price hike talk meets Taiwan’s CPO buzz

United Microelectronics Corp shares jumped 16% Tuesday, closing at $10.82 and leading semiconductor gains as U.S. markets fell. Taipei-listed UMC hit the daily limit before settling up 6-7%, fueled by rumors of 8-inch wafer price hikes. Foreign investors remained net buyers, and UMC confirmed its Singapore Fab 12i P3 expansion is moving toward mass production by 2027. Investors await UMC’s earnings report on Jan. 28.
20 January 2026
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Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research shares were little changed Tuesday after Winbond Electronics announced a T$6.81 billion ($215.66 million) equipment order from a Lam subsidiary. Needham raised its price target for Lam to $250 from $160. The stock traded at $223.01 by late morning. Investors are watching Lam’s Jan. 28 earnings for signals on chip-factory spending.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron will buy Powerchip’s P5 fab in Taiwan for $1.8 billion cash, aiming to boost DRAM output by late 2027. Powerchip shares jumped nearly 10% after the deal. Micron executives said AI demand is driving an unprecedented memory shortage, with customers booking supplies into 2026. The acquisition adds 300,000 square feet of cleanroom space and is set to close by Q2 2026, pending approval.
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs reaffirmed Nvidia and Broadcom as its top AI computing picks Tuesday, citing Nvidia’s software and rollout speed despite rising competition from custom chips. Nvidia shares fell 0.5% to $186.23 before the U.S. market opened. The company will report fiscal 2026 earnings on Feb. 25. Analysts expect continued high revenue growth but warn of volatility and potential margin pressure.
20 January 2026
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Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s market cap has soared to about $4.5 trillion, nearing the size of some national economies. CFO Colette Kress said nearly 90% of AI system buyers also purchase Nvidia’s networking gear. Networking revenue hit $8.2 billion in Q3 2026, up 162% year-over-year. Major clients include Meta, Microsoft, Oracle, and xAI.
20 January 2026
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Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material Technology shares rose 1.38% to 27.11 yuan in Shanghai morning trading, tracking gains in STAR Market chip stocks. The move comes as regulators tighten controls on high-frequency trading amid volatile market swings. No new company-specific news drove the action. Investors are watching for policy signals affecting speculation and liquidity.
20 January 2026
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ON Semiconductor stock: what to watch before Wall Street reopens Tuesday

ON Semiconductor stock: what to watch before Wall Street reopens Tuesday

ON Semiconductor closed at $60.33, up 0.1% Friday, as chip stocks gained before the U.S. market holiday. Micron signed a $1.8 billion deal to buy Powerchip’s P5 fab in Taiwan, aiming to boost DRAM output by late 2027. European tech stocks fell nearly 3% after President Trump threatened new tariffs on eight nations. The White House imposed a 25% tariff on some advanced chips starting Jan. 15.
20 January 2026
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MediaTek stock price: Taiwan chipmaker in focus before open after 1.3% drop

MediaTek stock price: Taiwan chipmaker in focus before open after 1.3% drop

MediaTek shares fell 1.33% to T$1,485 Monday, underperforming as Taiwan’s benchmark index closed at 31,639.29 near record highs. Around 5.9 million MediaTek shares changed hands. Global markets slipped after U.S. President Trump announced new tariffs on European goods starting Feb. 1. Micron agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by 2027.
20 January 2026
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Micron stock faces Tuesday test after $1.8 billion Taiwan fab buy

Micron stock faces Tuesday test after $1.8 billion Taiwan fab buy

Micron announced a $1.8 billion cash deal to buy Powerchip’s P5 fab in Taiwan, aiming to start major DRAM production there in late 2027. Micron shares jumped 7.8% to $362.75 on Friday, while Powerchip stock surged nearly 10% in Taipei. U.S. markets are closed Monday for Martin Luther King Jr. Day; trading resumes Tuesday. The deal is expected to close by Q2 2026, pending regulatory approval.
19 January 2026
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ASML stock price slides nearly 4% as Trump tariff threat hits chip shares in Europe

ASML stock price slides nearly 4% as Trump tariff threat hits chip shares in Europe

ASML shares fell nearly 3.9% to about 1,122 euros in Amsterdam after President Trump threatened new U.S. tariffs on several European countries, including the Netherlands. The tariff, set for Feb. 1, could rise to 25% in June if no deal is reached. European tech stocks broadly declined. Investors are watching ASML’s Jan. 28 earnings report for signals on demand.
19 January 2026
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Lattice Semiconductor (LSCC) stock slides into MLK Day pause as chip earnings loom

Lattice Semiconductor (LSCC) stock slides into MLK Day pause as chip earnings loom

Lattice Semiconductor shares dropped 2.4% to $83.22 Friday, underperforming as the semiconductor index rose 1.2%. Trading volume reached 2.7 million shares, with the stock ranging from $81.50 to $87.13. U.S. markets will close Monday for Martin Luther King Jr. Day. Investors await Intel’s earnings report Thursday for sector direction.
19 January 2026
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Stock Market Today

  • GoDaddy Stock Poised for Breakout Amid Strong Cash Position
    March 22, 2026, 6:57 AM EDT. GoDaddy's stock is attracting attention due to its substantial cash reserves and relatively low share price. The company's strong cash position provides financial flexibility, potentially enabling strategic investments or shareholder returns. Investors see this as a catalyst for a possible stock breakout, as the market reassesses GoDaddy's valuation. Analysts highlight that a low price combined with solid fundamentals may signal an undervalued opportunity. Market watchers are closely monitoring the stock for signs of upward momentum driven by these factors.
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