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Semiconductors 1 January 2026 - 2 January 2026

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

Qualcomm shares rose 1.3% to $173.26 in midday New York trading Friday, as semiconductor stocks outperformed broader tech. The iShares Semiconductor ETF gained 3.6%, while the Nasdaq 100 slipped 0.3%. Traders are watching next week’s CES and Qualcomm’s Feb. 4 earnings call for signals on chip demand and guidance. About 2.1 million Qualcomm shares changed hands by midday.
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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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

ASML’s U.S.-listed shares closed at $1,069.86, down 0.25%, after Reuters reported China is requiring chipmakers to source at least half of new-fab equipment domestically. The policy could affect demand for ASML’s older lithography tools. U.S. markets were closed Thursday for New Year’s Day. Investors await ASML’s late-January results for further signals.
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

Texas Instruments shares fell $1.92, or 1.1%, to $173.49 Wednesday, capping a four-day slide and ending 2025 about 22% below their July peak. The SOXX ETF dropped 1.2% and SPY slipped 0.7% as Wall Street closed lower in thin year-end trading. Markets will reopen Friday after the New Year’s holiday. Texas Instruments is expected to report earnings around Jan. 22.
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

KLA Corp shares fell 2.3% to $1,215.08 at Wednesday’s close, underperforming chip-equipment peers Applied Materials and Lam Research. The stock sits 5.6% below its Dec. 26 high after three straight declines. Investors await KLA’s Jan. 29 earnings report and early January U.S. economic data for direction. Markets are closed Thursday for New Year’s Day.
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

Applied Materials closed down 1.15% at $256.99, extending a two-day slide after a prior rally. The U.S. granted Samsung, SK Hynix, and TSMC annual licenses to import chipmaking tools to China, while China now requires at least half of new plant equipment to be domestically made. Lam Research and KLA also fell in the last session. Markets are watching for policy shifts that could affect orders for U.S. suppliers.
1 January 2026
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Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

Qualcomm shares fell 1.5% to $171.05 in the final U.S. trading session of 2025, underperforming semiconductor peers as the sector weakened. Trading volume was less than half the 50-day average. The S&P 500 and Nasdaq also closed lower in thin, holiday-shortened trade. Investors now await early January economic data and Qualcomm’s Feb. 4 earnings call.
1 January 2026
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Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

The PHLX Semiconductor Index fell 1.2% on Dec. 31 as U.S. markets closed for New Year’s Day. Nvidia slipped 0.5%, Micron dropped 2.5%, and TSMC’s U.S. shares rose 1.4%. Reuters reported Nvidia is in supply talks with TSMC and that the U.S. granted TSMC a new license to import chipmaking equipment to its Nanjing plant. China is requiring chipmakers to use at least 50% domestic equipment for new capacity.
1 January 2026
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AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

Nvidia has asked TSMC to increase production of its H200 AI chip after Chinese firms ordered over 2 million units for 2026, far exceeding current inventory, sources told Reuters. The company set Chinese pricing at $27,000 per chip and plans first deliveries before mid-February. U.S. markets are closed Thursday for New Year’s Day. Nvidia shares fell 0.5% to $186.50 in Wednesday’s session.
1 January 2026
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Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel shares closed down 1.0% at $36.90 Wednesday, capping a volatile year as U.S. markets shut for the New Year’s holiday. The drop followed Intel’s $5 billion private share sale to Nvidia, completed Dec. 29. Trading volume reached 51.5 million shares. The S&P 500 and Nasdaq also ended the year lower, with technology stocks among the weakest.
1 January 2026
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Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia stock ends 2025 lower as Reuters flags China H200 orders and fresh TSMC talks

Nvidia shares closed down 0.5% at $186.50 after reports the company asked TSMC to boost H200 chip production amid surging Chinese orders. Reuters said Chinese firms have ordered over 2 million H200 chips for 2026, far exceeding current inventory. Nvidia stated licensed H200 sales to China would not affect U.S. supply. Beijing has not yet approved H200 shipments despite recent U.S. export clearance.
1 January 2026
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