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Semiconductors News 20 January 2026 - 21 January 2026

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

New York, January 21, 2026, 09:42 EST — The regular session is now underway. Micron Technology, Inc. saw its shares climb 2.8% to $375.21 by 9:39 a.m. EST Wednesday. The surge followed two days of investor attention on the company’s strategy to boost manufacturing capacity in Taiwan despite soft demand for AI memory chips. (StockAnalysis) Memory shortages are snarling efforts…
21 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

New York, Jan 20, 2026, 17:17 EST — After-hours Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading. (Reuters) The H200, an AI accelerator chip designed…
20 January 2026
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Micron stock swings, ends higher as Taiwan fab buy plan meets $450 target call

Micron stock swings, ends higher as Taiwan fab buy plan meets $450 target call

New York, Jan 20, 2026, 16:10 EST — After-hours Micron Technology’s shares closed Tuesday up 0.9% at $366.00. The stock swung between a low of $350.22 and a high of $381.04 as investors digested news of a Taiwan expansion deal and fresh analyst upgrades. About 44.9 million shares changed hands during the session. This shift matters because memory chips, especially…
20 January 2026
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Why UMC stock is up 16% today: 8-inch price hike talk meets Taiwan’s CPO buzz

Why UMC stock is up 16% today: 8-inch price hike talk meets Taiwan’s CPO buzz

New York, January 20, 2026, 12:53 ET — Regular session Shares of United Microelectronics Corp surged roughly 16% Tuesday, pushing the Taiwan chipmaker to lead the semiconductor sector while broader U.S. markets dipped. UMC climbed $1.52 to $10.82, hitting an intraday high of $10.93. This shift is significant as investors target “mature-node” chips—older manufacturing tech still crucial for power chips,…
20 January 2026
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Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

Lam Research (LRCX) stock holds up after Taiwan tool order, Needham target hike as markets slide

New York, January 20, 2026, 11:23 (EST) — Regular session Lam Research shares held steady Tuesday following Taiwan’s Winbond Electronics announcement that it will purchase machinery equipment from Lam Research International worth T$6.81 billion ($215.66 million). Needham also bumped its price target up sharply, from $160 to $250. (TradingView) Timing is crucial. Since the start of the year, chip-equipment shares…
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

TAIPEI, Jan 20, 2026, 21:25 GMT+8 Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory (DRAM)—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about…
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

New York, Jan 20, 2026, 08:26 EST Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and…
20 January 2026
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Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

New York, Jan 20, 2026, 07:35 (EST) Nvidia’s market cap has surged to roughly $4.5 trillion, leading data outlets to stack it up against entire countries. This underscores the intense focus of investment on AI infrastructure. (Visual Capitalist) Nvidia’s valuation isn’t driven solely by chip sales. It’s also expanding into rack-scale systems—pre-built, data-center-sized units—and growing its high-margin networking hardware segment.…
20 January 2026
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Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Shanghai, Jan 20, 2026, 10:22 (CST) — Regular session Shares of Xi’an ESWIN Material Technology Co., Ltd. (688783) climbed 1.38% to 27.11 yuan in Shanghai’s morning session, starting off at 26.30 yuan. The stock peaked at 27.60 yuan and dipped to 26.30 yuan during the trading period. ESWIN Material specializes in 12-inch silicon wafers—polished, epitaxial, and test types—essential for chip…
20 January 2026
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UMC stock price jumps again in Taiwan as 8-inch chip price-hike bets build ahead of Jan 28 results

UMC stock price jumps again in Taiwan as 8-inch chip price-hike bets build ahead of Jan 28 results

Taipei, Jan 20, 2026, 09:50 GMT+8 — Regular session United Microelectronics Corp shares pushed higher Tuesday, climbing 3.36% to NT$64.6 by 9:49 a.m. in Taipei. The Taiwan-listed chipmaker saw trading range between NT$61.0 and NT$64.9 in the morning session. (Yahoo Finance) This matters because UMC serves as a key indicator for demand in “mature node” foundries — the older manufacturing…
20 January 2026
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ON Semiconductor stock: what to watch before Wall Street reopens Tuesday

ON Semiconductor stock: what to watch before Wall Street reopens Tuesday

New York, Jan 19, 2026, 20:41 EST — Market closed. ON Semiconductor Corp shares ended Friday up roughly 0.1%, closing at $60.33, ahead of the U.S. market holiday Monday for Martin Luther King Jr. Day. Chip stocks showed strength heading into the break, with the iShares Semiconductor ETF climbing about 1.6%, while the SPDR S&P 500 ETF edged down close…
20 January 2026
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Microchip (MCHP) stock back in focus after PolarFire FPGA update, with earnings next

Microchip (MCHP) stock back in focus after PolarFire FPGA update, with earnings next

New York, Jan 19, 2026, 7:53 PM EST — Market closed. Microchip Technology’s shares ended Friday up 0.3% at $74.70, just before the U.S. markets closed Monday for a holiday. The Nasdaq-listed chipmaker saw roughly 7.0 million shares change hands in the last session heading into Tuesday. (Microchip Technology Incorporated) The gap is crucial since responses to company news, sector…
20 January 2026
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Stock Market Today

  • Barclays Upgrades Alliant Energy to Equal-Weight with 9.75% Upside
    January 23, 2026, 4:47 AM EST. Barclays elevated Alliant Energy (NasdaqGS:LNT) from Underweight to Equal-Weight on January 21, 2026, citing a 9.75% upside potential based on an average price target of $73.84. This follows the latest closing price of $67.28 per share. Despite projected revenue dipping 6.5% to $3.996 billion, non-GAAP earnings per share are expected at $3.42. Institutional interest remains firm, with total shares owned rising 3.3% over three months to 289.18 million. Key holders like Janus Henderson Group, Victory Capital Management, and Nuveen showed mixed shifts in holdings but collectively decreased portfolio allocations. The low put/call ratio of 0.26 highlights bullish market sentiment on LNT shares.
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