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Semiconductors 2 February 2026 - 4 February 2026

KLA (KLAC) stock price slides nearly 4% as chip-tool rally cools — what traders watch next

KLA Corp shares slipped 3.9% to $1,355.54 on Tuesday, then held steady in after-hours trading. The stock swung between $1,324.61 and $1,445.65 during the session, with roughly 2.1 million shares changing hands.

4 February 2026

NASDAQ:KLAC·Semiconductors·Stock Market

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares ticked up about 0.9% to $49.25 in after-hours trading Tuesday after CEO Lip-Bu Tan spoke to Reuters. He disclosed Intel’s plans to build graphics processing units for data centers and confirmed they’ve brought on Qualcomm veteran Eric Demmers as chief GPU architect. “I just hired the chief GPU architect, and he’s very good,” Tan said. He added that Intel is already talking with several customers and expects volume production using its 14A process to accelerate later in 2026.

4 February 2026

NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Stock Market

Teradyne stock jumps 11% as AI chip-testing boom drives upbeat forecast for TER shares

Teradyne Inc shares surged 11.3% to $277.63 on Tuesday, driven by a quarterly profit and revenue forecast that blew past analyst estimates.

3 February 2026

Earnings Reports·NASDAQ:TER·Semiconductors

Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Key points

3 February 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares dropped around 6%, while TSMC slid about 2% in U.S. trading Tuesday, despite growing investor interest in custom AI chips competing with Nvidia’s leading graphics processors.

3 February 2026

Industry Analysis·NASDAQ:AVGO·NYSE:TSM·Semiconductors·Technology

Texas Instruments stock price holds near a 52-week high as chip shares wobble — what traders watch next

Texas Instruments Incorporated shares edged up 0.6% to $226.33 by midday Tuesday, after hitting a peak of $228.75 earlier. The rise stood out amid a retreat in chip stocks, as the iShares Semiconductor ETF slid about 2%.

3 February 2026

NASDAQ:TXN·Semiconductors·Stock Market

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia CEO Jensen Huang has called on Taiwan Semiconductor Manufacturing Co to boost output to keep pace with AI demand, underscoring just how constrained capacity is despite heavy investment in new chip fabs.

3 February 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Technology

Intel stock pops before the bell on SoftBank AI-memory deal, fresh Xeon 600 launch

Intel shares climbed 4.3% to $50.89 in premarket trading Tuesday, building on earlier gains following SoftBank Corp.’s announcement that its fully owned subsidiary will partner with the chipmaker on a novel memory technology designed for AI data centers.

3 February 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

AMD stock price jumps in premarket as OpenAI eyes Nvidia alternatives ahead of earnings

Advanced Micro Devices shares climbed roughly 4% in early trading Tuesday, reaching $246.27. The stock had ended the prior session at $236.82.

3 February 2026

Earnings Reports·NASDAQ:AMD·Semiconductors·Stock Market

KLA stock slips as chip-tool peers climb — what investors watch before Tuesday

KLA Corp shares fell 1.2% to close at $1,410.45 on Monday, continuing a volatile run for the chip-equipment company amid U.S. market closures.

3 February 2026

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

Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Lam Research shares climbed 1.7% to $237.50 on Monday, then gained roughly 1.2% more in after-hours, hitting $240.40. The chipmaker said it broadened its research partnership with CEA-Leti. During the day, the stock swung between $232 and $242.95 but remains shy of its 52-week peak near $251.84.

3 February 2026

NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Texas Instruments stock jumps 3.5% as chip shares rebound; what to watch next for TXN

Shares of Texas Instruments Inc rose 3.5% to $223.19 on Monday, bouncing back alongside the broader semiconductor sector as U.S. stocks recovered from early losses.

2 February 2026

NASDAQ:TXN·Semiconductors·Stock Market

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj, Inc. shares jumped roughly 8% to $149.21 in afternoon trading Monday, after fluctuating between $135.01 and $149.89 earlier in the session. The Nasdaq-listed RFID chipmaker gained $11.11 from the previous close, kicking off the day at $136.35.

2 February 2026

Earnings Reports·NASDAQ:PI·Semiconductors·Stock Market

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

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Semiconductors 2 February 2026 - 4 February 2026

KLA (KLAC) stock price slides nearly 4% as chip-tool rally cools — what traders watch next

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Teradyne stock jumps 11% as AI chip-testing boom drives upbeat forecast for TER shares

Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Texas Instruments stock price holds near a 52-week high as chip shares wobble — what traders watch next

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Intel stock pops before the bell on SoftBank AI-memory deal, fresh Xeon 600 launch

AMD stock price jumps in premarket as OpenAI eyes Nvidia alternatives ahead of earnings

KLA stock slips as chip-tool peers climb — what investors watch before Tuesday

Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Texas Instruments stock jumps 3.5% as chip shares rebound; what to watch next for TXN

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

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

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

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

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

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

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

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

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