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Semiconductors 25 January 2026 - 26 January 2026

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks showed mixed moves on Monday after Nvidia announced a $2 billion investment in CoreWeave, making it the neocloud company’s second-largest shareholder. Nvidia will pay $87.20 per share. CoreWeave, which rents out GPU-heavy computing power, aims to exceed five gigawatts of AI data-center capacity by 2030. The funds will go toward land, power, and infrastructure—not chip purchases. “Nvidia is the leading and most requested computing platform at every phase of AI,” said CoreWeave CEO Michael Intrator.
26 January 2026
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Sanan Optoelectronics stock price (600703) jumps nearly 6% as Chongqing SiC venture update turns heads

Sanan Optoelectronics stock price (600703) jumps nearly 6% as Chongqing SiC venture update turns heads

Sanan Optoelectronics’ A shares on the Shanghai exchange ended Friday at 16.54 yuan, climbing 5.75%. The stock is drawing attention again ahead of Monday’s open. Local outlets reported Monday that the company revealed its Chongqing silicon-carbide project has passed several product validations and entered “risk production,” a precursor to full-scale manufacturing. During the last session, shares fluctuated between 15.61 and 16.75 yuan, with turnover at 5.47%.
26 January 2026
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Lattice Semiconductor (LSCC) stock price dips: what to watch before Monday’s open

Lattice Semiconductor (LSCC) stock price dips: what to watch before Monday’s open

Lattice Semiconductor Corporation shares fell 1.1% on Friday, closing at $84.33. In after-hours trading, they hovered near $84.22, having swung between $82.79 and $85.79 during the regular session. Over the past year, the stock has ranged from $34.69 to $89.92. MarketBeat projects the company will release its quarterly earnings on Feb. 9 after the market closes.
26 January 2026
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OmniVision Integrated Circuits (603501) stock: Monday’s Shanghai open in focus after Nvidia China trip report

OmniVision Integrated Circuits (603501) stock: Monday’s Shanghai open in focus after Nvidia China trip report

OmniVision Integrated Circuits Group, Inc.’s Class A shares on the Shanghai exchange were set for Monday trading following a Reuters report. Nvidia CEO Jensen Huang is reportedly in Shanghai as China considers whether to approve the sale of the U.S. company’s H200 AI chip. Reuters noted Chinese authorities have told customs that the H200 isn’t allowed into China, though it’s unclear if that’s an official ban or a temporary measure.
26 January 2026
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