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Semiconductors News 2 January 2026 - 3 January 2026

Lam Research stock jumps 8% to start 2026 as chip-tool shares rally — what LRCX investors watch next

Lam Research stock jumps 8% to start 2026 as chip-tool shares rally — what LRCX investors watch next

Lam Research shares surged 8.1% to $185.06 Friday, leading semiconductor equipment stocks after the U.S. changed licensing rules for chipmaking tool shipments to China. The Philadelphia Semiconductor Index rose about 4%. Investors are watching for further export-rule updates and Lam’s next earnings date, expected in late January or early February.
3 January 2026
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Intel stock (INTC) jumps nearly 7% as chip rally kicks off 2026 — what’s next

Intel stock (INTC) jumps nearly 7% as chip rally kicks off 2026 — what’s next

Intel shares rose 6.7% to $39.38 Friday, leading gains among chipmakers as the Philadelphia Semiconductor Index climbed 4%. Trading volume for Intel reached about 95.4 million shares. The Dow and S&P 500 closed higher, while the Nasdaq was flat. Policy risk remained in focus after President Trump blocked a China-linked Emcore deal on national security grounds.
3 January 2026
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Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus Inc (RMBS) surged 8.0% to $99.28 Friday, trading between $95.21 and $100.68 as semiconductor stocks led a Wall Street rebound. The move follows a prior close of $91.89, with RMBS still below its 52-week high of $114.55. Rambus last reported Q3 revenue of $178.5 million and forecasts Q4 product revenue of $94 million to $100 million. The next earnings report is expected Feb. 2.
3 January 2026
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Applied Materials stock jumps on chip-stock rebound; AMAT steadies in after-hours trade

Applied Materials stock jumps on chip-stock rebound; AMAT steadies in after-hours trade

Applied Materials shares jumped 4.6% to $268.87 Friday, then slipped 0.2% after hours. The Philadelphia Semiconductor index rose 4% as chip stocks rebounded. Trading volume for Applied Materials was about 7.5 million shares, just above its 50-day average. Investors are watching for U.S. labor data next week and Applied’s earnings on Feb. 12.
3 January 2026
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Lam Research stock hits record after Citi adds LRCX to 2026 list, lifting chip gear peers

Lam Research stock hits record after Citi adds LRCX to 2026 list, lifting chip gear peers

Lam Research shares jumped 8.1% to $185.06 in after-hours trading Friday after Citi added the chip-equipment maker to its 2026 Large Cap Recommended list. The stock set a new intraday high, with gains supported by bullish calls from TD Cowen and Cantor Fitzgerald. Applied Materials and ASML also rose late. Investors are watching for Lam’s next earnings date and any signs of shifting demand in China.
3 January 2026
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AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

AMD shares jumped 4.3% to $223.47 in after-hours trading Friday, while Intel rose 6.7% and Nvidia gained 1.2%. The moves come ahead of AMD CEO Lisa Su’s CES keynote on Jan. 5 and the company’s earnings report expected Feb. 3. AMD announced automotive tech demos for CES, including advanced driver-assistance systems. About 36.3 million AMD shares traded by late afternoon.
2 January 2026
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Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron shares surged 10.4% to $315.23 Friday after Bernstein raised its price target to $330, citing a record memory pricing upcycle driven by AI demand and tight supply. The Philadelphia Semiconductor Index climbed 3.5% even as broader U.S. indexes slipped. Traders now await early-January economic data and earnings for signals on rates and tech sector appetite.
2 January 2026
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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia shares rose 1.1% to $188.50 in late U.S. trading Friday, leading a semiconductor rally as the Philadelphia SE Semiconductor index climbed 3.5%. AMD, Intel, and Taiwan Semiconductor also advanced. Investors are watching CEO Jensen Huang’s CES appearance next week and Nvidia’s Feb. 25 earnings report. Treasury yields rose, pressuring high-valuation tech stocks.
2 January 2026
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Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments shares rose 2.9% to $178.54 by 2:59 p.m. ET Friday, leading gains among chip stocks as the iShares Semiconductor ETF climbed 4.5%. The Philadelphia Semiconductor Index was up 3.5%. Investors are watching next week’s U.S. jobs and inflation data for signals on 2026 rate cuts. CEO Haviv Ilan will become board chairman in January, succeeding Rich Templeton.
2 January 2026
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Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

NEW YORK, Jan 2, 2026, 12:41 ET — Regular session Shares of QUALCOMM Incorporated rose 1.3% to $173.26 on Friday, extending an early-year rebound for chip stocks. The stock traded between $172.21 and $174.63, with about 2.1 million shares changing hands by midday. The move matters because Qualcomm sits at the center of smartphone and connected-device supply chains, and its shares often trade with broader sentiment toward semiconductors. Investors are resetting positions at the start of the year after a choppy finish to 2025. It also lands days before CES in Las Vegas, a showcase where chipmakers and device brands
2 January 2026
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Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron shares jumped 8% to $308.33 in early New York trading Friday, leading gains among U.S. memory chipmakers as investors focused on AI-driven memory shortages and high-bandwidth memory demand. The move outpaced the semiconductor sector, with Western Digital up 6.6% and Seagate 4.4%. Investors await key U.S. jobs and inflation data next week for rate signals.
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Shanghai Biren Technology surged 76% in its Hong Kong debut Friday, raising HK$5.58 billion after its IPO was heavily oversubscribed. Baidu said its AI chip unit Kunlunxin confidentially filed for a Hong Kong listing on Jan. 1. Samsung reported positive customer feedback for its HBM4 memory and is in talks to supply Nvidia. The U.S. granted TSMC an annual license to import chipmaking equipment to its Nanjing plant.
2 January 2026
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Stock Market Today

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

8 February 2026
KLA Corp shares surged 8.4% to $1,442.95 Friday, leading gains in chip-equipment stocks after Amazon announced a major increase in capital spending. About 1.6 million KLA shares traded as the PHLX semiconductor index rose 5.7%. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. Applied Materials and Lam Research also rallied sharply into the close.
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