Semiconductors 1 February 2026

Micron (MU) stock price drops at the open as chip trade sours — what traders watch next

Micron Technology plunged 4.8% to $414.88 in early Monday trading, dragged down by a broad selloff in semiconductor stocks. The iShares Semiconductor ETF also fell, dropping about 4.1% to start the week.

2 February 2026

NASDAQ:MU·Semiconductors·Stock Market

National Silicon Industry Group (688126.SS) stock drops nearly 3% — what traders are watching in China’s wafer name

Shares of National Silicon Industry Group’s Shanghai-listed Class A stock dropped 2.8% to 21.78 yuan by 10:26 a.m., down from yesterday’s close at 22.41 yuan. So far, the stock has traded between 21.61 and 22.26 yuan, according to Investing.com data.

2 February 2026

China Economy·Semiconductors·SHA:688126.SS·Stock Market

Rockchip stock price slides in Shanghai: mixed PMI signals and chip-sector churn hit early trade

Rockchip Electronics Co., Ltd. Class A shares slipped 2.6% to 186.27 yuan by mid-morning Monday in Shanghai, bouncing between 185.00 and 190.41 yuan earlier. The stock was down 5.05 yuan on the day, with roughly 3.9 million shares changing hands, according to Investing.com data.

2 February 2026

Semiconductors·SHA:688126·Stock Market·Technology

China Resources Microelectronics (688396) stock slides as filing flags 2026 price rises, SiC push

China Resources Microelectronics’ Class A shares on the Shanghai exchange fell 3.6% to 61.50 yuan by 0953 GMT+8, after moving in a range between 61.38 and 63.80 yuan earlier. The SSE Composite Index dipped roughly 0.7%, while chipmakers Montage Technology Co Ltd and GigaDevice Semiconductor Inc gained around 2% and 7%, respectively.

2 February 2026

Semiconductors·SHA:688396·Stock Market·Technology Trends

Winbond stock tumbles 8% at the open as Taiwan’s memory trade turns choppy again

Winbond Electronics shares dropped 8.2% to T$118.0 in early Monday trading, after starting the day at T$121.5 and briefly falling to T$117.5.

2 February 2026

Semiconductors·Stock Market·TSX:2349

GlobalFoundries stock price slides 5% into weekend as chip sector sours

GlobalFoundries shares ended Friday down $2.25, roughly 5%, closing at $42.20. During the session, the stock fluctuated between $41.84 and $44.05.

2 February 2026

NASDAQ:GFS·Semiconductors·Stock Market

STMicroelectronics stock price: Oddo target lift meets Monday test as chip peers line up

STMicroelectronics starts Monday on a stronger note after Oddo BHF raised its price target late last week. The Paris-listed shares ended Friday up roughly 1.3%, closing at 23.84 euros. Meanwhile, the U.S.-listed shares in New York dropped 2.5% to $27.89, dragging the stock down about 3.3% over the past five sessions.

2 February 2026

EPA:STM·NYSE:STM·Semiconductors·Stock Market·Technology

Arm stock set for earnings week after CEO sale notice and chip selloff

Arm’s U.S.-listed sponsored ADRs dropped 2.8% to $105.36 on Friday, wrapping up a tough day for chip stocks. The shares remain in the spotlight as the company gears up to release its quarterly results this week.

2 February 2026

Earnings Reports·NASDAQ:ARMH·Semiconductors·Stock Market·Technology

SK hynix stock price set for Monday test after Korea chip export surge and 909,000-won close

SK hynix shares are back in focus before Monday’s open as fresh trade figures reveal the memory market remains red-hot, showing no immediate signs of cooling off.

2 February 2026

KRX:000660·Semiconductors·Stock Market

TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

TSMC shares enter Monday’s session under the spotlight after a major customer publicly pushed for increased capacity over the weekend.

2 February 2026

NASDAQ:NVDA·NVIDIA·NYSE:TSM·Semiconductors·Stock Market

Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Shares of Applied Materials, Inc. dropped 5.6% to close at $322.32 on Friday, wrapping up a tough week for chip-equipment stocks as selling pressure intensified late January.

1 February 2026

NASDAQ:AMAT·NASDAQ:ASML·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market

Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

Momentum in semiconductor stocks stalled as the Philadelphia Semiconductor Index dropped 3.87% on Friday, closing at 7,998.5.

1 February 2026

Earnings Reports·NASDAQ:AMD·NASDAQ:KLAC·NASDAQ:MU·NASDAQ:QCOM·NASDAQ:STX·NASDAQ:WDC·Semiconductors·Stock Market·Technology

ASML stock slips into the weekend — here’s what could move the chip-equipment bellwether next

ASML Holding NV shares dropped on Friday, ending the day at $1,423—a 2.2% decline—before edging up a bit in after-hours trading.

1 February 2026

NASDAQ:ASML·Semiconductors·Stock Market

SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix is set to open Monday’s Seoul session following a sharp rise in South Korea’s semiconductor exports in January, keeping spotlight on the memory-chip sector. According to trade ministry figures, semiconductor exports soared 102.7%, pushing total exports up 33.9% to $65.85 billion. Analyst Park Sang-hyun at iM Securities called the surge “expected to continue for the time being.”

1 February 2026

KRX:000660.KS·Semiconductors·Stock Market·Technology

Samsung stock in focus as Korea chip exports double; Monday open looms

When trading in Seoul restarts Monday, all eyes will be on Samsung Electronics shares following South Korea’s sharp January export surge, driven largely by semiconductors—offering a new signal for the world’s top memory chipmaker.

1 February 2026

KRX:005930·Semiconductors·Stock Market·Technology

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Shares of Taiwan Semiconductor Manufacturing Co., Ltd. are set to draw attention when trading restarts Monday. Nvidia CEO Jensen Huang, speaking in Taipei, said he’ll need “a lot of wafers” from TSMC this year to fuel AI chip demand. For clarity, wafers are the silicon slices used in chip production. TSMC’s C.C. Wei declined to take questions, but Huang mentioned the company could boost capacity by “much more than 100%” over the next decade.

1 February 2026

NASDAQ:KLAC·NASDAQ:NVDA·NVIDIA·NYSE:TSM·Semiconductors·Stock Market

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s effort to invest as much as $100 billion in OpenAI has hit a roadblock, The Wall Street Journal reported Friday, citing doubts from within the chipmaker. “We have been OpenAI’s preferred partner for the last 10 years. We look forward to continuing to work together,” an Nvidia spokesperson said. OpenAI did not immediately respond to requests for comment.

1 February 2026

Artificial Intelligence·NASDAQ:NVDA·Semiconductors·Technology

Lattice Semiconductor stock price drops into the weekend as chip slump deepens ahead of Feb. 10 call

Lattice Semiconductor shares dropped 3.35% on Friday, closing at $80.52 on the Nasdaq amid a pullback in chip stocks.

1 February 2026

NASDAQ:LSCC·Semiconductors·Stock Market·Technology

China Resources Microelectronics stock price in focus: filing flags 2026 revenue lift, higher margins and SiC push

China Resources Microelectronics Ltd. Class A shares could draw fresh interest in the next session after the company laid out an optimistic 2026 outlook at its recent investor briefing. The stock closed Friday at 63.77 yuan, down a touch by 0.02%, with about 16.7 million shares changing hands.

1 February 2026

Semiconductors·SHA:688396·Stock Market·Technology

Tower Semiconductor stock: what to watch before TSEM’s Feb. 11 earnings after a choppy week

Tower Semiconductor’s shares on Nasdaq closed the week nearly flat, slipping 0.1% to $134.73 on Friday. During the day, the stock fluctuated between $140.33 and $132.52, with roughly 2.37 million shares changing hands.

1 February 2026

Earnings Reports·NASDAQ:TSEM·Semiconductors·Stock Market

Semiconductors 1 February 2026 - 2 February 2026