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Semiconductors News 18 January 2026 - 19 January 2026

GigaDevice Semiconductor Class A stock eyes Monday open after 10% cap move as memory prices climb again

GigaDevice Semiconductor Class A stock eyes Monday open after 10% cap move as memory prices climb again

SHANGHAI, Jan 19, 2026, 08:23 GMT+8 — Premarket GigaDevice Semiconductor Inc’s Class A shares on the Shanghai exchange closed Friday at 280.46 yuan, reaching the 10% “limit-up” ceiling—the maximum daily gain allowed for many A-shares. Trading volume hit about 55.3 million shares. (MarketScreener) The memory market is back in the spotlight as price hikes start to hit end products. A report from Sina cites Counterpoint Research predicting a 40%–50% surge in memory prices during Q1, followed by around a 20% rise in Q2. The report points to dramatic shifts, such as 16GB DDR5 laptop memory surging from about 380 yuan
19 January 2026
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SK hynix stock: what to watch as Seoul seeks better U.S. chip tariff terms

SK hynix stock: what to watch as Seoul seeks better U.S. chip tariff terms

Seoul, Jan 19, 2026, 08:14 KST — Premarket SK hynix Inc (000660.KS) is in focus for Monday’s Seoul trading as South Korea plans to negotiate better terms on U.S. tariffs that might impact memory-chip exports. The stock closed Friday at 756,000 won, gaining 0.93%, after fluctuating between 747,000 and 763,000, with 3.57 million shares traded. (Investing.com) The tariff issue is front and center as U.S. trade policy targets the chip sector again, putting Korea’s top exporters right in the crosshairs. For SK hynix, even small changes that hike costs or dampen demand in crucial markets could ripple through their order
19 January 2026
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AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

AI stocks head into MLK Day break mixed: Nvidia and Intel slip as AMD, Broadcom firm

New York, January 18, 2026, 12:33 EST — The market has closed. U.S. chip and software stocks tied to AI closed Friday on a mixed note ahead of the long holiday weekend. Advanced Micro Devices and Broadcom posted gains, with AMD up 1.7% at $231.83 and Broadcom climbing 2.6% to $351.71. Meanwhile, Nvidia slipped 0.5% to $186.23, and Intel dropped 2.8% to $46.96. On the software side, Palantir slid 3.4%, Alphabet dipped 0.9%, and Microsoft edged up 0.7%. U.S. stock and bond markets are closed Monday in observance of Martin Luther King Jr. Day, with trading restarting Tuesday. The break
18 January 2026
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Micron stock jumps nearly 8% on insider buy, setting up a choppy holiday week for chip shares

Micron stock jumps nearly 8% on insider buy, setting up a choppy holiday week for chip shares

New York, January 18, 2026, 12:02 ET — Market closed. Micron Technology shares jumped Friday following a disclosure that a company director bought millions worth of stock, putting the chipmaker in the spotlight as Wall Street returns from the holiday. The stock closed at $362.75, rising 7.8% for the session. The jump is significant because investors have concentrated heavily on a handful of AI-related winners while the wider market has struggled to gain traction. A substantial insider purchase at lofty prices can inject momentum, but it also increases the risk for the next upward move. U.S. stocks ended Friday almost
18 January 2026
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Samsung Electronics stock eyes Monday test after 3.5% jump as U.S. chip tariffs loom

Samsung Electronics stock eyes Monday test after 3.5% jump as U.S. chip tariffs loom

Seoul, Jan 19, 2026, 00:21 (KST) — Market closed. Samsung Electronics Co., Ltd. shares ended Friday, Jan. 16, up 3.47%, closing at 148,900 won. That puts the stock near the top of its recent trading range as it heads into the new week. So far this year, the shares have gained around 24%. (MarketWatch) The next trigger is political rather than product-related. South Korea plans to push for favorable terms on U.S. tariffs targeting imported memory chips. This follows Washington’s recent focus on advanced AI processors, thrusting South Korean chip exporters back into the limelight. (Reuters) Trade Minister Yeo Han-koo
18 January 2026
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TSMC stock set for Monday test after report flags four new Taiwan chip-packaging plants

TSMC stock set for Monday test after report flags four new Taiwan chip-packaging plants

Taipei, Jan 18, 2026, 23:02 (GMT+8) — Market closed. Shares of Taiwan Semiconductor Manufacturing Co (TSMC) are set to draw attention when trading restarts in Taiwan on Monday, following a local media report that the chip giant intends to build four new advanced chip-packaging facilities on the island. The company has declined to comment on the plan. (Taipei Times) The report is crucial since “advanced packaging” — the process that links chips and frequently stacks them to speed up data flow — has emerged as a bottleneck in the supply chain for high-end processors powering artificial intelligence servers. Adding packaging
18 January 2026
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Broadcom stock ends higher into holiday-shortened week as chip rally holds, Jefferies stays bullish

Broadcom stock ends higher into holiday-shortened week as chip rally holds, Jefferies stays bullish

New York, Jan 18, 2026, 09:34 ET — Market closed. Broadcom Inc. shares jumped 2.5% Friday, ending at $351.71. The AI-linked chipmaker remains in the spotlight as the U.S. heads into a shortened trading week. (Broadcom Investors) With markets set to reopen Tuesday after the Martin Luther King Jr. Day holiday, this move takes on added weight as investors navigate the start of earnings season amid ongoing volatility in big tech. Chipmakers climbed broadly Friday, though the main indexes ended the day mostly flat. (Reuters) Jefferies analyst Blayne Curtis named Broadcom his top chip-stock pick for 2026, maintaining a $500
18 January 2026
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Micron stock jumps on $100B New York megafab groundbreaking and $7.8M insider buy — what MU traders watch next

Micron stock jumps on $100B New York megafab groundbreaking and $7.8M insider buy — what MU traders watch next

New York, Jan 18, 2026, 08:22 EST — The market has closed. Micron Technology shares jumped 7.8% on Friday, closing at $362.75. The stock surged after a week of gains, driven by news of a significant U.S. factory expansion and renewed insider buying activity. Wall Street was closed Monday for Martin Luther King Jr. Day, and now traders prepare for Tuesday’s session with chip stocks taking center stage as earnings season picks up. Anthony Saglimbene, chief market strategist at Ameriprise Financial, noted, “We’re at the start of the earnings season.” (Reuters) Micron announced it will break ground on a $100
18 January 2026
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Navitas Semiconductor stock jumps 9% as NVTS heads into holiday week — what traders watch next

Navitas Semiconductor stock jumps 9% as NVTS heads into holiday week — what traders watch next

New York, Jan 18, 2026, 07:56 EST — The market has closed. Navitas Semiconductor Corporation shares jumped 9.1% Friday, closing at $10.91 after trading between $10.22 and $11.15 amid heavy volume. The Nasdaq-listed power chipmaker has been volatile throughout the week, and Friday’s surge pushed it back into focus ahead of the long weekend. (StockAnalysis) Why it matters now: U.S. stock markets remain closed Monday for Martin Luther King Jr. Day, extending the break and shifting focus to Tuesday’s open. For a high-beta small-cap like Navitas, any gaps could hit harder than usual, particularly following a steep move. (Nasdaq) Friday
18 January 2026
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VeriSilicon 688521 stock price dips after wild swing despite China chip surge

VeriSilicon 688521 stock price dips after wild swing despite China chip surge

Shanghai, Jan 18, 2026, 09:42 (GMT+8) — Market closed. VeriSilicon Microelectronics (Shanghai) Co Ltd saw its Shanghai-listed A shares finish down 1.9% at 178 yuan. Earlier, the stock tumbled over 6% to a session low but clawed back some losses. It swung between 169.80 and 184.58 before closing lower. (Investing.com) The dip came despite onshore chip stocks holding strong. According to China News Service, referencing Eastmoney data, the semiconductor sector jumped 4.13% on Friday and has surged over 17% this year. On Shanghai’s STAR Market, Tianyue Advanced and Yongxi Electronics hit their daily 20% limit-up, while GigaDevice also reached its
18 January 2026
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China Resources Microelectronics (688396) stock jumps 13% near 52-week high as China chip trade heats up

China Resources Microelectronics (688396) stock jumps 13% near 52-week high as China chip trade heats up

SHANGHAI, Jan 18, 2026, 09:43 GMT+8 — Market closed. China Resources Microelectronics Ltd’s A-shares on the Shanghai market closed Friday up 13.04%, settling at 68.20 yuan after hitting a high of 70.48 yuan during the day. Trading volumes were heavy, with around 58.24 million shares traded, generating about 3.79 billion yuan in turnover. (Xueqiu) The chipmaker heads into Monday’s reopening under the spotlight, following a late-week surge back into semiconductor stocks. A storage-chip theme index gained 4.08% on Friday, hitting an all-time high, signaling investors chasing hardware momentum into the weekend. (STCN) Company filings added fuel to the rally. At
18 January 2026
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Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

New York, Jan 17, 2026, 8:46 PM EST — Market closed Tower Semiconductor Ltd shares climbed 4.7% on Friday, closing at $129.83 and sending the Israel-based contract chipmaker into the long weekend on a strong note. After-hours trading saw the stock tick up further to $131.13. (Yahoo Finance) This shift is crucial as semiconductors are once again driving the market, with investors flocking to plays linked to data centers and AI hardware. Tower rides that wave, despite not producing the most cutting-edge logic chips. U.S. markets are closed Monday, setting up Tuesday’s open as the first real test to see
18 January 2026
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 07.02.2026

7 February 2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:46 AM EST Sensex and Nifty Bounce Back Amid IT Sector Weakness, Eyes on US-India Trade Deal February 7, 2026, 12:46 AM EST. India's Sensex rose 0.3% to 83,580.40 and Nifty gained 0.2% to 25,693.7 on Friday, recovering from early losses. The Nifty IT index dropped 1.5%, extending a weekly fall of 5%, pressured by a global tech sell-off linked to rising AI spending and competition. Foreign investors bought equities worth ₹1,951 crore, while domestic institutions sold ₹1,265 crore. The market is cautiously awaiting details of the US-India
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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