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Semiconductors News 1 January 2026 - 3 January 2026

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

NEW YORK, January 2, 2026, 18:16 ET — After-hours Lam Research Corporation shares rose $13.86, or 8.1%, to $185.06 in after-hours trade on Friday, extending gains from the regular session after the chip-equipment maker was added to Citi’s Large Cap Recommended list for 2026. StockStory also cited a TD Cowen price-target increase and a reiterated overweight call from Cantor Fitzgerald, with the stock setting a fresh intraday high. Finviz The move matters because chipmaking-tool suppliers tend to trade as a read-through on how aggressively manufacturers plan to spend on new factories and upgrades. That spending cycle is being watched closely
3 January 2026
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Intel stock jumps 7% today — INTC rides chip rally as CES “Panther Lake” launch nears

Intel stock jumps 7% today — INTC rides chip rally as CES “Panther Lake” launch nears

NEW YORK, Jan 2, 2026, 17:29 ET — After-hours Intel Corp (INTC.O) shares were up 6.7% at $39.38 in after-hours trading on Friday, after the 4 p.m. ET close, as chip stocks led a rebound to start 2026. The rally comes as markets head into the first full week of the year with the monthly U.S. jobs report due on Jan. 9 and quarterly earnings season around the corner. Investors are also awaiting a U.S. Supreme Court decision on President Donald Trump’s tariffs and his pick for the next Federal Reserve chair, Reuters reported. Reuters Intel also heads into the
2 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

NEW YORK, Jan 2, 2026, 16:36 ET — After-hours Advanced Micro Devices (AMD) shares rose 4.3% to $223.47 in after-hours trading on Friday, adding $9.23 from the prior close. Nvidia gained about 1.2% and Intel rose about 6.7%, while the iShares Semiconductor ETF added about 4.2%. The strength in chipmakers helped cushion a choppy start to 2026 for U.S. equities, Reuters reported, as investors weighed valuation concerns and the outlook for interest rates. “Stocks trade expensive on 18 of 20 measures, and we see elevated risks to the index level in the near term,” Bank of America strategist Savita Subramanian
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

NEW YORK, Jan 2, 2026, 16:15 ET — After-hours Micron Technology Inc shares closed up 10.4% at $315.23 on Friday after a Bernstein note lifted sentiment on memory pricing, extending a semiconductor rally to start 2026. The stock touched $315.37 and gained $29.82 from Thursday’s close, market data showed. StockAnalysis The call matters because Micron’s earnings are highly sensitive to memory pricing — small shifts in contract prices can swing margins. Investors have been hunting for new signposts on whether AI-driven demand is keeping the supply squeeze intact as 2026 begins. High-bandwidth memory, or HBM, is a premium stacked memory
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

NEW YORK, January 2, 2026, 16:06 ET — After-hours NVIDIA Corp shares rose $2.00, or about 1.1%, to $188.50 in late trade on Friday, extending a semiconductor-led lift in the first trading session of 2026. The move mattered because chipmakers helped offset broader market churn, with the Philadelphia SE Semiconductor index up about 3.5% in afternoon trading. Reuters For investors, Nvidia’s direction is a quick read on whether the “AI infrastructure” trade is regaining traction after a choppy year-end. That trade centers on spending for servers, networking and power gear that run artificial intelligence workloads. Reuters Peers also advanced. AMD
2 January 2026
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Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

NEW YORK, Jan 2, 2026, 14:52 ET — Regular session Marvell Technology, Inc. shares were up 5.3% at $89.52 in afternoon trading on Friday, after earlier touching $90.08, as chip stocks opened 2026 with broad gains. Volume was about 8.3 million shares, versus a prior close of $84.98. Semiconductors helped keep U.S. equities from sliding further, with the Philadelphia Semiconductor Index — a widely watched gauge of chip stocks — up 3.5%, Reuters reported. “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note. Reuters Why it matters now:
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

NEW YORK, January 2, 2026, 14:59 ET — Regular session Texas Instruments Incorporated (TXN) shares rose 2.9% to $178.54 by 2:59 p.m. ET on Friday, up from a prior close of $173.49, as semiconductors led gains to start the year. The move matters because Texas Instruments is heavily exposed to industrial and automotive demand, end-markets investors watch for early-cycle turns as 2026 begins. Reuters The advance tracked strength across the chip group, with the Philadelphia Semiconductor Index up about 3.5% on the session. “The next Fed Chair is probably going to be much more dovish than Jerome Powell,” said Dennis
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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Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

NEW YORK, Jan 2, 2026, 12:25 ET — Regular session Lam Research (LRCX) shares rose $8.31, or 4.9%, to $179.49 on Friday, outperforming the broader market in the first regular session of 2026. The move matters now because chip-equipment stocks often trade as a direct read-through on how aggressively chipmakers plan to spend on new capacity. Those spending plans can swing quickly with demand for artificial intelligence hardware and memory chips. Reuters Friday’s gains also reflect a risk-on tone at the start of the year after a choppy finish to 2025, with technology shares helping lift U.S. equities, Reuters reported.
2 January 2026
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AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

NEW YORK, January 2, 2026, 10:18 ET — Regular session Shares of Advanced Micro Devices rose 6.0% to $227.02 in morning trade on Friday. The stock opened at $219.00 and traded between $217.01 and $227.05, with about 9.5 million shares changing hands. The move matters now because chip stocks are setting the pace in Wall Street’s first session of 2026 after a choppy year-end. The broader market opened higher as risk appetite improved, a setup that tends to favor growth-heavy technology names. Reuters “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak. Investors are
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

NEW YORK, January 2, 2026, 10:18 ET — Regular session Micron Technology Inc (MU.O) shares rose about 8% on Friday morning, leading U.S. memory and storage names higher in the first regular session of 2026. The stock was up $22.92 at $308.33 by 10:02 a.m. ET, after trading between $292.68 and $308.33. The move comes as investors refocus on a tightening supply picture for memory chips, driven by heavy demand from AI infrastructure. IDC projected a 2026 contraction of up to 5.2% in smartphones and up to 8.9% in PCs in a pessimistic scenario as memory costs rise, Business Insider
2 January 2026
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ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

AMSTERDAM, January 2, 2026, 08:58 ET ASML (ASML.AS) shares rose more than 3% on Friday after Aletheia Capital upgraded the Dutch semiconductor equipment maker to “buy” from “sell” and doubled its price target — an analyst estimate of where a stock should trade — to $1,500. Investing The upgrade matters because investors are starting 2026 looking for fresh signals on chipmaker spending after an artificial intelligence-led investment cycle powered demand for advanced manufacturing tools. It also puts the spotlight back on ASML’s order pipeline, a closely watched read-through for the wider semiconductor equipment sector. Reuters Aletheia analyst Warren Lau said
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

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters The scramble for supply lands as investors reset portfolios
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

SINGAPORE/HONG KONG, Jan 2, 2026, 06:46 ET Shares of Chinese AI chip designer Shanghai Biren Technology closed up 76% in their Hong Kong debut on Friday, the market’s first listing of 2026. The stock opened at HK$35.70, hit HK$42.88 at an intraday high and ended at HK$34.46, versus an offer price of HK$19.60. Biren raised HK$5.58 billion, with institutional demand nearly 26 times the shares on offer and the retail tranche oversubscribed about 2,348 times, exchange filings showed. Reuters The strong start underscores how quickly China’s AI hardware firms are tapping public markets as Washington tightens export restrictions on advanced
2 January 2026
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TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

NEW YORK, January 2, 2026, 04:05 ET — Premarket Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares were set to stay in focus in premarket trading on Friday after the chipmaker said it had secured a U.S. licence covering imports of American chipmaking equipment for its China operations. The stock last closed up 1.4% at $303.89. Reuters The approval lands as investors track how U.S. export controls are reshaping supply chains for chipmakers with China exposure. For TSMC, it removes a near-term operational question around tools for its Nanjing facility after prior exemptions expired at year-end. Reuters Chip stocks are also
2 January 2026
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Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

NEW YORK, January 2, 2026, 02:49 ET — Market closed Micron Technology (MU.O) shares head into the first U.S. trading session of 2026 after sliding in the year’s final session, as investors locked in gains in mega-cap tech and chip names. The timing matters. Micron was among the standout “AI trade” beneficiaries in 2025, and the year’s first session often brings portfolio rebalancing that can amplify moves, especially in high-momentum stocks. Micron’s core products are memory chips, and the memory cycle can turn fast. Traders are watching whether demand for AI-linked high-bandwidth memory stays ahead of supply — and whether
2 January 2026
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ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

NEW YORK, January 1, 2026, 18:05 ET — Market closed. ASML Holding N.V.’s U.S.-listed shares slipped in the latest session after Reuters reported China is pushing chipmakers to use more domestically made equipment when building out new capacity. The stock was last at $1,069.86, down 0.25% from the previous close, after trading between $1,068.40 and $1,081.99. U.S. equities were closed on Thursday for the New Year’s Day holiday. New York Stock Exchange The China angle matters because ASML sits at the center of the semiconductor supply chain, selling lithography tools — machines used to print circuits onto silicon wafers. Any
2 January 2026
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Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

NEW YORK, January 1, 2026, 16:32 ET — Market closed Texas Instruments Incorporated shares closed down $1.92, or 1.1%, at $173.49 on Wednesday, the final trading day of 2025, with U.S. stock markets shut on Thursday for the New Year’s Day holiday. The stock traded between $173.10 and $176.12, while the iShares Semiconductor ETF (SOXX) — an exchange-traded fund that tracks a basket of chip stocks — fell 1.2% and the SPDR S&P 500 ETF (SPY) slipped 0.7%. New York Stock Exchange The year-end drop matters because Texas Instruments is widely treated as a bellwether for cyclical demand, particularly in
1 January 2026
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KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

NEW YORK, January 1, 2026, 15:29 ET — Market closed Shares of KLA Corp fell 2.3% to $1,215.08 at Wednesday’s close, outpacing declines in chip-tool peers Applied Materials, down 1.1%, and Lam Research, down 1.5%. The pullback matters because KLA is a bellwether for semiconductor manufacturing spending, selling process-control tools that help chipmakers spot defects and improve yields — the percentage of usable chips produced. Investors have leaned heavily into chip-linked names on the back of AI-driven demand, and the sector is now heading into the first major checkpoint of 2026: guidance for the next leg of capital spending. Wall
1 January 2026
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Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

NEW YORK, January 1, 2026, 14:50 ET — Market closed. Applied Materials ended the last U.S. session down 1.15% at $256.99, with Wall Street shut on Thursday for the New Year’s Day holiday. The stock’s next catalyst is not a product launch or an earnings pre-release. It is policy: fresh signals from Washington and Beijing that could change how chipmakers buy — and where they buy — the expensive tools used to make semiconductors. That matters for Applied because it sells wafer-fab equipment, the specialized machines used to deposit, etch and measure layers on silicon wafers. Small shifts in export
1 January 2026
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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