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Semiconductors News 17 January 2026 - 18 January 2026

GlobalFoundries stock: what to watch after Synopsys IP deal as Feb. 11 earnings near

GlobalFoundries stock: what to watch after Synopsys IP deal as Feb. 11 earnings near

New York, January 17, 2026, 19:51 (EST) — Market closed GlobalFoundries (GFS) shares dropped 0.5%, ending Friday at $41.05. After-hours trading showed the stock slightly higher, at $41.24. (Yahoo Finance) Chip stocks drove gains late Friday on Wall Street, with the iShares Semiconductor ETF climbing 2.1% as investors sought out AI-related plays. U.S. markets will be closed Monday for Martin Luther King Jr. Day, delaying the next trading day until Tuesday. (Reuters) Timing is crucial for GlobalFoundries, which has recently made corporate news but hasn’t enjoyed the same daily AI buzz as bigger chipmakers. Tuesday’s reopening offers the first real
18 January 2026
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ON Semiconductor (ON) stock price: Wall Street lifts targets as traders size up the next chip catalyst

ON Semiconductor (ON) stock price: Wall Street lifts targets as traders size up the next chip catalyst

New York, January 17, 2026, 19:32 EST — The market has closed. ON Semiconductor Corp (ON) ended Friday at $60.33, edging up 0.08% following a wave of price-target boosts from Wall Street analysts. The stock held its ground ahead of the U.S. market holiday. In after-hours trading, shares hovered around $60.29 and have gained roughly 6% year-to-date. (Investing.com) Timing is key as U.S. markets close Monday for Martin Luther King Jr. Day, leaving Tuesday’s open as the first real test of risk appetite after the long weekend. Chip stocks led gains on Friday, with the Philadelphia SE Semiconductor index jumping
18 January 2026
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Hua Hong Semiconductor Class A shares jump to 140 yuan — but a margin-rule shift is the next test

Hua Hong Semiconductor Class A shares jump to 140 yuan — but a margin-rule shift is the next test

Shanghai, Jan 18, 2026, 08:20 CST — Market closed. Hua Hong Semiconductor (688347.SS) Class A shares ended the last session up 6.9% at 140 yuan, and the Shanghai market is shut over the weekend. The stock ranged between 130.33 and 142.00 yuan in the session, putting it near the top of its 52-week band, while its market value stood at about 184 billion yuan, Investing.com data showed. (Investing.com) The move matters because China’s rally has drawn a regulator response, and chip names sit close to the centre of it. Chinese stock exchanges will raise the minimum margin requirement for new
18 January 2026
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Giga Device Semiconductor Class A stock hits limit-up in Shanghai as memory-price bets build into Monday

Giga Device Semiconductor Class A stock hits limit-up in Shanghai as memory-price bets build into Monday

SHANGHAI, Jan 18, 2026, 08:25 (GMT+8) — Market has closed. GigaDevice Semiconductor’s Class A shares on the Shanghai exchange (603986.SS) surged 10% to close at 280.46 yuan Friday, hitting their daily price limit. Trading volume reached roughly 55 million shares, pushing the stock to the peak of its 52-week range as chip stocks outpaced a weaker market. (英为财情 Investing.com) Mainland markets were closed over the weekend, leaving investors to watch for Monday’s follow-through. Shares of the company listed in Hong Kong (3986.HK) ended Friday up 16.74%, closing at HK$272 after fluctuating between HK$227.20 and HK$272 during the day. (Investing.com Canada)
18 January 2026
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TE Connectivity stock price: the two dates TEL traders are circling

TE Connectivity stock price: the two dates TEL traders are circling

New York, January 17, 2026, 18:21 (ET) — Market closed. TE Connectivity plc (NYSE: TEL) closed Friday down 0.38%, settling at $241.01. The shares remain close to their 52-week peak of $250.67, having surged from a low point of $116.30. (TE Connectivity Investors) U.S. markets are closed this weekend, pushing traders into a holiday-shortened week where just one earnings report could steer the mood. TE stands as a key indicator for connectors and sensors used in cars, factories, and data centers, and its forecast often influences the broader industrial-tech sector. The setup is straightforward but unforgiving. Investors are watching to
18 January 2026
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Micron stock price jumps on New York megafab groundbreaking, insider buy — what to watch next week

Micron stock price jumps on New York megafab groundbreaking, insider buy — what to watch next week

New York, Jan 17, 2026, 17:27 EST — Market closed. Micron Technology Inc shares (MU.O) closed Friday 7.8% higher, at $362.75. The stock fluctuated from $346.65 to $365.59, with roughly 47.9 million shares traded. U.S. markets were closed Monday for the holiday, but Micron’s rally puts it near the front of traders’ minds heading into Tuesday. The move also refocuses attention on semiconductor segments linked to data centers, beyond just consumer electronics. Micron focuses solely on memory — the chips that store data or serve as short-term “working” memory in servers and devices. Its main area of emphasis is high-bandwidth
17 January 2026
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Taiwan says U.S. chip deal won’t hollow out its tech sector as $500B tariff pact takes shape

Taiwan says U.S. chip deal won’t hollow out its tech sector as $500B tariff pact takes shape

WASHINGTON, Jan 17, 2026, 12:56 (EST) Taiwan moved to tamp down fears its chip and tech base will be stripped out by a new trade pact with Washington, as its flagship manufacturer TSMC pushes deeper into the United States. “This is not an industrial relocation, but instead an extension and expansion of Taiwan’s technology industry,” Vice Premier Cheng Li-chiun said at a briefing in Washington. (Bloomberg Tax) The pushback comes as the Trump administration widens its use of semiconductor tariffs and exemptions as leverage, pitching chip supply as a national-security issue and pressing allies to build more capacity in the
17 January 2026
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Micron stock set for Tuesday test after $1.8 billion Taiwan fab deal

Micron stock set for Tuesday test after $1.8 billion Taiwan fab deal

New York, Jan 17, 2026, 12:43 p.m. ET — Market closed. Micron Technology revealed Saturday it has signed an exclusive letter of intent to acquire Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. The 300-millimeter (12-inch) facility spans a 300,000-square-foot cleanroom and is set to strengthen Micron’s strategic ties with PSMC. The deal is expected to close by Q2 2026, pending final agreements and regulatory clearance. Micron projects the site will boost DRAM wafer output starting in the second half of 2027. Shares rose 7.8% to $362.75 on Friday. COO Manish Bhatia said the
17 January 2026
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Micron stock price jumps on insider buy and $100B New York “megafab” — what to watch next week

Micron stock price jumps on insider buy and $100B New York “megafab” — what to watch next week

New York, Jan 17, 2026, 10:55 EST — Market closed. Micron Technology (MU.O) closed Friday 7.8% higher, at $362.75. Shares fluctuated between $346.65 and $365.59, with roughly 48 million traded. This move is crucial as Micron stands at the heart of investor bets on memory prices and AI-driven chip demand. High-bandwidth memory, a premium DRAM variant paired with AI processors, has turned into a major swing factor for the sector. The week kicks off shortened by the Martin Luther King Jr. Day holiday, with U.S. markets closed Monday. Earnings season is picking up steam, while chip stocks remain under the
17 January 2026
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ASML stock closes higher after TSMC capex jolt — now the Jan. 28 earnings test

ASML stock closes higher after TSMC capex jolt — now the Jan. 28 earnings test

Amsterdam, Jan 17, 2026, 16:37 CET — The market has closed. ASML Holding shares closed Friday at 1,167.20 euros on Euronext Amsterdam, rising 1.55% for the session. The chip-equipment giant had surged 6.01% the day before. (Investing.com) The rally picked up speed after Taiwan Semiconductor Manufacturing Co boosted its 2026 capital spending forecast to $52 billion-$56 billion, well above analysts’ $46 billion estimate. Investors saw this as a clear sign of stronger chip-tool demand. ASML’s market cap surged past $500 billion on Thursday. Michael Roeg of Degroof Petercam called the plan “great for equipment vendors in 2026” and predicted it
17 January 2026
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Broadcom stock jumps into long weekend as AVGO rebounds; Intel earnings and China VMware fallout in focus

Broadcom stock jumps into long weekend as AVGO rebounds; Intel earnings and China VMware fallout in focus

NEW YORK, Jan 17, 2026, 09:37 (EST) — Market closed. Broadcom Inc shares (AVGO.O) closed Friday roughly 2.6% higher at $351.71, having fluctuated between $344.27 and $354.30 during the session. With U.S. markets now closed for the weekend, chip stocks have regained their momentum. U.S. stocks closed almost unchanged after a volatile day, while semiconductors showed strength. The Philadelphia SE Semiconductor index rose 1.2%. Anthony Saglimbene, chief market strategist at Ameriprise Financial, noted, “To finish the week around flat with the S&P 500 still within spitting distance of 7,000 – most investors will take that as a win.” (Reuters) Broadcom’s
17 January 2026
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Micron’s $1.8B Taiwan fab plan puts MU in focus after Friday’s 7.8% pop

Micron’s $1.8B Taiwan fab plan puts MU in focus after Friday’s 7.8% pop

New York, Jan 17, 2026, 08:34 EST — Market closed Micron Technology announced Saturday it has entered into an exclusive letter of intent to buy Powerchip Semiconductor Manufacturing Corp’s P5 fabrication facility in Tongluo, Taiwan, for $1.8 billion in cash. On Friday, Micron’s shares closed at $362.75, gaining $26.12, or 7.76%, on roughly 47.9 million shares traded. (Micron Technology) This announcement comes amid growing concerns that memory, not processors, could be the next bottleneck in AI development. Attention is now on DRAM and NAND chips, which provide servers with the fast working memory and flash storage essential for AI. Morgan
17 January 2026
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Stock Market Today

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

Carvana stock jumps 5% to $403.67 — here’s what CVNA traders are watching next

7 February 2026
Carvana shares rose 5.21% Friday to $403.67, rebounding after recent volatility sparked by a short-seller report from Gotham City Research. The company denied allegations of overstated earnings and undisclosed ties to DriveTime. Carvana will report Q4 and full-year 2025 results after markets close on Feb. 18. The January U.S. CPI report is scheduled for Feb. 13.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

7 February 2026
Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
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