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Semiconductors 26 January 2026 - 28 January 2026

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Q4 bookings of €13.2 billion, far above forecasts, as AI chip demand surged. The company raised its 2026 sales target to €34–39 billion, reversing earlier guidance and topping analyst expectations. Fourth-quarter sales reached €9.7 billion with net income at €2.8 billion. ASML also launched a new share buyback program of up to €12 billion through 2028.
28 January 2026
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Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron shares jumped 5.3% to close at $409.86 Tuesday after the company announced a $24 billion investment to expand manufacturing in Singapore over the next decade. The new NAND wafer fab is set to begin production by 2028. Trading volume reached 30 million shares. Analysts raised price targets as traders await updates on memory pricing and spending.
27 January 2026
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Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
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UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

UMC’s U.S.-listed shares surged about 10% Tuesday, touching a 52-week high of $12.68 before settling near $12.46 in New York trading. No immediate company news explained the move, with attention turning to Wednesday’s quarterly earnings. The jump followed a broader rally in chip stocks and record highs in U.S. markets. UMC’s earnings call is scheduled for Jan. 28.
27 January 2026
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Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron shares rose 4.3% in premarket trading Tuesday after the company announced a $24 billion, 10-year expansion of its Singapore wafer facilities. The new plant will add 700,000 square feet of cleanroom space, with production set to begin in 2028. Investors are watching for updates from Samsung and SK Hynix on Thursday as competition in high-bandwidth memory heats up.
27 January 2026
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ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML shares climbed 1.1% to near 1,190 euros in Amsterdam Tuesday, ahead of its Q4 and full-year earnings due Wednesday. Evercore ISI reaffirmed its buy rating with a 1,300-euro target; Barclays kept a hold at 1,200 euros. Investors are watching for any upgrade to ASML’s 2026 sales outlook amid strong AI chip demand. CEO Christophe Fouquet will address the media at 1100 CET after results.
27 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell Technology shares rose 1.5% to $81.44 Monday, outpacing chip sector peers during a volatile session. The move followed recent acquisitions of XConn Technologies for $540 million and Celestial AI for $3.25 billion, both aimed at boosting data-center and AI infrastructure. About 9.2 million shares traded by mid-afternoon. Investors focused on upcoming Fed policy and major tech earnings.
26 January 2026
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AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

CoreWeave jumped 9.2% after Nvidia announced a $2 billion investment, becoming its second-largest shareholder. Nvidia shares slipped 0.3%. Microsoft rose 1.2% on the launch of its Maia 200 chip and Triton software for Nvidia’s CUDA ecosystem. Traders are watching mega-cap earnings and the Fed’s Jan. 28 meeting for signs of AI-related profit growth.
26 January 2026
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Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron shares dropped 2.3% to $390.50 after reports that Samsung is close to supplying Nvidia with next-generation HBM4 memory chips. Samsung may begin HBM4 shipments to Nvidia as early as next month, with both Samsung and SK Hynix set to report earnings Thursday. Investors are watching for updates on HBM4 order volumes and supply chain developments. Nvidia’s Vera Rubin platform is now in full production.
26 January 2026
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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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Stock Market Today

  • Nokia Oyj Stock Valuation: Overvalued Despite Strong 167.7% 1-Year Return
    May 13, 2026, 11:45 PM EDT. Nokia Oyj (HLSE:NOKIA) shares surged 38.3% over the past month and 167.7% over one year, reaching €11.92. Despite this strong momentum, Simply Wall St's analysis flags the stock as 92% overvalued based on a fair value estimate of €6.21. Analysts have raised Nokia's future price-earnings ratio assumptions to about 24x, alongside updated price targets between €6.50 and €8.50 amid mixed ratings. Key risks include pressures on mobile networks and currency and tariff headwinds. Investors face a split picture between growth prospects and valuation concerns, suggesting caution as sentiment evolves. Exploring comparative stock ideas via screening tools is advised for further opportunities.

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Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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