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Semiconductors News 7 January 2026

Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

New York, January 7, 2026, 15:29 EST — Regular session Intel shares jumped 6.3% to $42.56 in afternoon trading on Wednesday, outpacing a slide in chip ETFs, as investors leaned into the company’s CES pitch that its new 18A manufacturing push is ready for prime time. The iShares Semiconductor ETF fell 1.2% and VanEck’s chip ETF slipped 0.7%, while the Nasdaq 100 ETF was modestly higher and the S&P 500 ETF edged down. Why it matters now is credibility. Intel’s stock has become a referendum on whether it can execute its manufacturing roadmap after years of delays and missed windows,
7 January 2026
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Applied Materials stock pulls back from 52-week high as chip-tool trade cools

Applied Materials stock pulls back from 52-week high as chip-tool trade cools

New York, January 7, 2026, 15:04 EST — Regular session Applied Materials shares fell about 1.1% to $292.66 in afternoon trade on Wednesday, easing alongside other chip-equipment names. Lam Research and KLA were also lower, while Nvidia rose, and Applied traded between $286.90 and $295.05. The move matters because chip-tool makers have turned into a clean read on how long the industry’s spending cycle can run. Investors have piled in on the view that demand tied to artificial intelligence keeps chip plants busy and pushes customers to add capacity. Applied sells the machinery that helps make chips — deposition and
7 January 2026
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Broadcom stock price forecast: AVGO tests $350 after $4.5B bond pricing and Wi‑Fi 8 launch

Broadcom stock price forecast: AVGO tests $350 after $4.5B bond pricing and Wi‑Fi 8 launch

New York, Jan 7, 2026, 14:36 EST — Regular session Broadcom shares rose 0.9% to $346.8 on Wednesday after a pricing term sheet showed the chipmaker locked in terms for a $4.5 billion, four-part senior notes sale. Coupons run from 4.3% due 2031 to 5.7% due 2056, with spreads of 60 to 88 basis points — 0.60 to 0.88 percentage point — over Treasuries. Broadcom estimated net proceeds of about $4.47 billion and said it plans to use the money for general corporate purposes and debt repayment, with closing set for Jan. 13. The funding move matters for AVGO because
7 January 2026
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AMD stock forecast: Shares dip as CES AI-chip rollout meets profit-taking ahead of Feb. 3 earnings

AMD stock forecast: Shares dip as CES AI-chip rollout meets profit-taking ahead of Feb. 3 earnings

New York, January 7, 2026, 14:34 (EST) — Regular session Advanced Micro Devices shares were down 2.4% at $209.26 in afternoon trading on Wednesday, after touching a session low of $207.23. Nvidia was up about 1.3% and Intel jumped roughly 7.0%, while broad semiconductor ETFs were modestly lower. The move comes a day after AMD used the CES show in Las Vegas to highlight new AI hardware, including MI455 processors for server racks and an enterprise-focused MI440X designed for on‑premise deployments. CEO Lisa Su also previewed the MI500 line, which AMD said would launch in 2027, as the company tries
7 January 2026
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Microchip stock slides after surprise sales forecast — traders look to Feb. 5 for proof

Microchip stock slides after surprise sales forecast — traders look to Feb. 5 for proof

New York, Jan 7, 2026, 13:34 (ET) — Regular session Microchip Technology shares fell about 3% on Wednesday, giving back part of Tuesday’s 12% run-up after the chipmaker lifted its quarterly sales outlook. The stock was down $2.30 at $72.57 in afternoon trade. Barron’s The pullback matters because Microchip is a read on demand in the slower, more cyclical side of semiconductors, where customers have spent months burning off excess inventories. The company has pointed to clients working through stockpiles built during the pandemic, a shift that can change order patterns fast. Reuters Late Monday, Microchip raised its net sales
7 January 2026
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Ambarella stock dives as AMBA reverses after CES CV7 chip and DevZone launch

Ambarella stock dives as AMBA reverses after CES CV7 chip and DevZone launch

NEW YORK, Jan 7, 2026, 13:14 EST — Regular session Ambarella, Inc. shares were down 12.5% at $70.54 in early afternoon trading on Wednesday after swinging sharply lower from a session high of $82.10. The stock has traded in a wide band and was last near the day’s low. The timing is awkward for investors trying to read through the noise around CES launches and a choppy tape for chip names. U.S. markets have been digesting softer labour signals ahead of Friday’s nonfarm payrolls report, a data point that often jolts rate bets and high-growth stocks. Reuters For Ambarella, the
7 January 2026
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China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

China pauses Nvidia H200 AI chip orders as CES 2026 fuels data-center rush

BEIJING, January 8, 2026, 01:39 (GMT+8) Beijing has asked some Chinese tech companies to halt orders for Nvidia’s H200, a high-end graphics processing unit used to train and run AI models, the Information reported, citing people familiar with the matter. The move came as China weighs whether — and on what terms — it will allow access to the chips, the report said. “China is committed to basing its national development on its own strengths,” said Liu Pengyu, a spokesperson for the Chinese Embassy in the United States. Reuters The pause underlines how quickly AI hardware has become a bargaining chip
7 January 2026
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China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

BEIJING, Jan 8, 2026, 01:47 (GMT+8) Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 artificial-intelligence chips this week, the Information reported, as Beijing weighs whether to let the processors into the country. The move appears aimed at stopping companies from rushing to stockpile U.S. chips before officials settle on rules, and could be followed by a push to buy domestic AI processors instead, the report said. “China is committed to basing its national development on its own strengths,” Liu Pengyu, a spokesperson for the Chinese Embassy in the United States, said. Reuters The pause
7 January 2026
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Nvidia, AMD or Intel? CES 2026 AI chip rollouts sharpen 2026 stock callsLAS VEGAS,

Nvidia, AMD or Intel? CES 2026 AI chip rollouts sharpen 2026 stock callsLAS VEGAS,

January 7, 2026, 07:31 PST Nvidia’s next-generation Vera Rubin platform is now in “full production,” CEO Jensen Huang said at CES in Las Vegas, giving investors a sharper sense of when the hardware driving the AI boom is due to land. Why it matters now: CES has turned into a pit stop on the chip industry’s road map. Cloud firms and big AI developers show up looking for the next wave of data center gear, kicking the tires ahead of earnings season. But the stakes keep rising as companies move from training giant models to running them at scale for
7 January 2026
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Micron stock slips as it sets Jan. 16 groundbreaking for $100 billion New York megafab

Micron stock slips as it sets Jan. 16 groundbreaking for $100 billion New York megafab

New York, Jan 7, 2026, 10:19 (EST) — Regular session Micron Technology said it will break ground on its New York “megafab” on Jan. 16, moving a $100 billion project closer to construction after permits and environmental reviews. Micron shares were down 1.2% at $339.23 in morning trade. “Breaking ground at Micron’s New York megafab is a pivotal moment for Micron and the United States,” Chief Executive Sanjay Mehrotra said. Micron Technology The update matters for Micron stock because it puts a date on a long-planned U.S. manufacturing buildout at a moment when investors have been pricing in tight supply
7 January 2026
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Micron stock in focus as $100B New York “megafab” groundbreaking gets a date

Micron stock in focus as $100B New York “megafab” groundbreaking gets a date

NEW YORK, Jan 7, 2026, 09:47 EST — Regular session Micron Technology said on Wednesday it will break ground on its planned New York megafab on Jan. 16, kicking off what it calls a $100 billion project that would be the largest U.S. semiconductor manufacturing facility, with up to four fabs. Shares were down 0.1% at $342.97 in early Nasdaq trade. “Breaking ground at Micron’s New York megafab is a pivotal moment for Micron and the United States,” Chief Executive Sanjay Mehrotra said. GlobeNewswire The timing matters because memory — especially DRAM, the chips that act as working memory in
7 January 2026
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Intel stock today: INTC steadies before the bell as CES “Panther Lake” chips put 18A under the microscope

Intel stock today: INTC steadies before the bell as CES “Panther Lake” chips put 18A under the microscope

NEW YORK, Jan 7, 2026, 09:17 EST — Premarket Intel Corp shares were little changed in U.S. premarket trading on Wednesday, a day after they rose 1.7% to close at $40.04. Yahoo Finance The pause comes as investors sort through Intel’s CES message: the company says its next laptop chips are finally built on its new “18A” manufacturing process, a key step in its bid to claw back share in PCs and build credibility as a contract chipmaker. That matters now because 18A is not just another node on a road map. It is the proof point for whether Intel
7 January 2026
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Stock Market Today

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
Ashtead shares closed Friday at 4,936p, up 1.09%, after the company bought 88,872 shares under its repurchase program. The group is set to shift its primary listing to New York on March 2, pending court approval, and will be removed from the FTSE UK index the same day. Ashtead paid a half-year dividend of 37.5 U.S. cents per share on Friday.
Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

Beazley share price: big funds reshuffle stakes as Zurich bid deadline nears

7 February 2026
Beazley shares closed flat at 1,236 pence Friday as BlackRock disclosed a 6.55% stake and Vanguard reported 5.02%. Wellington Management cut its holding below 5%. The disclosures follow Zurich Insurance’s possible takeover offer of up to 1,335 pence per share, with a Feb. 16 deadline for a firm bid.
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