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Semiconductors 17 January 2026 - 18 January 2026

Broadcom stock ends higher into holiday-shortened week as chip rally holds, Jefferies stays bullish

Broadcom stock ends higher into holiday-shortened week as chip rally holds, Jefferies stays bullish

Broadcom shares rose 2.5% to $351.71 Friday, outpacing other chip stocks as markets closed ahead of the holiday weekend. Jefferies reaffirmed Broadcom as its top chip pick for 2026 with a $500 target, citing strong AI demand. Chip stocks were mixed, with Qualcomm and Analog Devices ending lower. Markets reopen Tuesday, with Intel’s earnings due later in the week.
18 January 2026
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Micron stock jumps on $100B New York megafab groundbreaking and $7.8M insider buy — what MU traders watch next

Micron stock jumps on $100B New York megafab groundbreaking and $7.8M insider buy — what MU traders watch next

Micron shares rose 7.8% to $362.75 Friday after the company began construction on a $100 billion New York megafab and disclosed a large director share purchase. U.S. markets were closed Monday for Martin Luther King Jr. Day. Trading resumes Tuesday with chip sector earnings and new U.S. tariffs on advanced AI chips in focus.
18 January 2026
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China Resources Microelectronics (688396) stock jumps 13% near 52-week high as China chip trade heats up

China Resources Microelectronics (688396) stock jumps 13% near 52-week high as China chip trade heats up

China Resources Microelectronics A-shares closed up 13.04% at 68.20 yuan in Shanghai Friday, with 58.24 million shares traded and turnover of 3.79 billion yuan. The surge followed shareholder approval of a 2026 related-party transaction plan and changes to governance rules. A storage-chip index hit a record high, while DRAM and NAND prices are forecast to jump sharply in Q1 2026.
18 January 2026
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Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor rose 4.7% to close at $129.83 Friday, with after-hours trading lifting shares above $131. Chip stocks outperformed the broader market ahead of the U.S. holiday, driven by signs of strong AI-related demand. Investors await Tuesday’s market reopening and upcoming remarks from Tower executives.
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

Hua Hong Semiconductor’s Shanghai-listed shares closed up 6.9% at 140 yuan, near a 52-week high, valuing the company at about 184 billion yuan. China’s chip stocks outperformed as traders eyed Jan. 19, when exchanges will raise margin requirements for leveraged stock buys. Hua Hong plans to acquire nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan in new shares, pending approvals.
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

GigaDevice Semiconductor’s Shanghai shares surged 10% to 280.46 yuan Friday, hitting their daily limit on heavy volume. Hong Kong-listed shares jumped 16.7% to HK$272. Semiconductor stocks outperformed as memory prices climbed and traders looked ahead to the company’s March 31 earnings. Mainland markets remain closed until Monday.
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

Micron Technology shares jumped 7.8% to $362.75 Friday after the company broke ground on a $100 billion chip “megafab” in New York. Director Teyin Mark Liu bought $7.82 million in stock last week. The Philadelphia semiconductor index rose 1.2% as major U.S. indexes stayed flat. U.S. markets will be closed Monday for Martin Luther King Jr. Day.
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

Taiwan and the U.S. signed a $500 billion trade framework focused on semiconductors, with Taiwanese firms pledging at least $250 billion in direct U.S. investment and Taiwan’s government providing credit guarantees. TSMC has begun volume production at its Arizona plant and plans further expansion. The deal sets a maximum 15% U.S. tariff on Taiwanese goods, with exemptions for some products.
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

Micron Technology signed an exclusive letter of intent to buy Powerchip’s P5 fab in Taiwan for $1.8 billion in cash, aiming to boost DRAM wafer output by late 2027. Shares jumped 7.8% to $362.75 on Friday. A Micron director bought 23,200 shares last week, raising their direct stake to 25,910. U.S. markets will close Monday for Martin Luther King Jr. Day; trading resumes Tuesday.
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

Broadcom shares closed up 2.6% at $351.71 Friday as chip stocks rallied, recovering from a midweek drop linked to China’s ban on VMware software. The Philadelphia SE Semiconductor index rose 1.2%. Investors are watching for Intel’s earnings and U.S. inflation data due Jan. 22. U.S. markets will be closed Monday for a holiday.
17 January 2026
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Latest articles

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 03.06.2026

3 June 2026
Microsoft unveiled its first AI reasoning model, MAI-Thinking-1, at Build 2026, signaling a strategic shift to reduce reliance on OpenAI as it prepares for its IPO, with CEO Satya Nadella emphasizing independent AI capabilities amid intensifying tech sector competition.
Snap Lags Nasdaq, Turnaround Pressure Rises

Snap Lags Nasdaq, Turnaround Pressure Rises

3 June 2026
Snap Inc. shares slid 1.5% to $5.76 Tuesday—about 45% below last July’s high—even as the broader market rose, spotlighting investor doubts about Snap’s turnaround despite first-quarter revenue growth, narrowed losses, and major cost cuts; ad growth remains sluggish and the upcoming Specs update on June 16 is seen as a key test for future revenue momentum.
INFQ back on radar after UK quantum push; shares jump

INFQ back on radar after UK quantum push; shares jump

3 June 2026
Infleqtion shares surged 12.4% to $19.87 in late New York trading after announcing Gold Sponsorship of Quantum Fringe 2026 and new U.K. quantum partnerships, as investors bet on government contracts and expanded manufacturing, despite a $30.3 million quarterly net loss and warnings of ongoing operating losses if public-sector funding slows.
Corning shares move after AI news

Corning shares move after AI news

3 June 2026
Corning soared 13.4% to $200.40 on heavy volume after Nvidia’s CEO spotlighted the need for optical links in AI data centers, with Corning’s recent Nvidia and Meta deals making it a top play on AI infrastructure; first-quarter core sales jumped 18% and optical sales surged 36%, but investors face risks from consumer electronics demand and execution on new factory expansions.
Quantum computing stocks face a holiday week after IonQ stake filing and a Rigetti downgrade

IonQ Stock Jumped Again. A Giant Quantum IPO Is Putting the Trade on Trial

3 June 2026
IonQ shares closed up 3.1% at $71.40 before slipping 1.3% after hours as traders positioned ahead of Quantinuum’s upsized IPO, which seeks up to $1.46 billion at a $14.3 billion valuation; IonQ’s Q1 revenue surged 755% to $64.7 million with a raised 2026 outlook, but a $271.5 million operating loss and guidance for continued high expenses highlight risks as Wall Street awaits new sector benchmarks.
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