Today: 7 February 2026
Subscribe
Browse Category

Semiconductors News 1 February 2026 - 3 February 2026

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

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

TSMC’s U.S.-listed shares fell 0.7% to $339 on Feb. 3 as Nvidia CEO Jensen Huang warned the chipmaker may need to more than double capacity in the next decade to meet AI demand. TrendForce reported TSMC’s 2nm and 3nm production is already tight, with advanced packaging emerging as a key bottleneck. TSMC plans to boost advanced packaging capacity by over 70% year-on-year by 2026.
3 February 2026
····
AMD stock price jumps in premarket as OpenAI eyes Nvidia alternatives ahead of earnings

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

AMD shares rose about 4% to $246.27 in early Tuesday trading ahead of its earnings report, with Wall Street expecting $1.32 EPS and $9.7 billion revenue for the December quarter. OpenAI is reportedly considering AMD chips as alternatives to Nvidia for AI inference, though still relies on Nvidia hardware. HSBC raised its AMD price target to $335. Nvidia fell nearly 3% and Intel gained 5% in premarket moves.
3 February 2026
···
KLA stock slips as chip-tool peers climb — what investors watch before Tuesday

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

KLA Corp fell 1.2% to $1,410.45 Monday, lagging chip-equipment peers as the iShares Semiconductor ETF rose 1.9%. Trading volume topped the 50-day average, with the stock about 17% below its January high. Teradyne surged over 20% after hours on strong guidance. Investors await Applied Materials’ earnings on Feb. 12 and ASML’s annual report on Feb. 25.
3 February 2026
······
Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

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

Lam Research shares rose 1.7% to $237.50 Monday and gained another 1.2% after hours following news of a multi-year R&D partnership with CEA-Leti targeting specialty chip technologies. The company’s quarterly results and forecasts topped Wall Street estimates. Investors remain cautious ahead of macroeconomic data that could impact chip stocks. The new deal centers on research, with no immediate sales expected.
3 February 2026
···
Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

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

Impinj shares rose about 8% to $149.21 by Monday afternoon, rebounding with chip stocks as tech led Wall Street gains. The move comes ahead of Impinj’s Q4 and full-year 2025 earnings call set for Feb. 5. Semiconductor sentiment remains volatile, with AI demand driving DRAM price forecasts sharply higher. U.S. factory data showed expansion in January, further lifting markets.
2 February 2026
···
National Silicon Industry Group (688126.SS) stock drops nearly 3% — what traders are watching in China’s wafer name

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

National Silicon Industry Group shares fell 2.8% to 21.78 yuan in Shanghai by 10:26 a.m., tracking a broader drop in Chinese stocks. The company forecast a 2025 net loss of up to 1.53 billion yuan, citing wafer price pressure and possible goodwill impairment. 300mm wafer sales rose over 25%, but margins remained under strain. Investors watched for macro data and tech earnings to gauge risk appetite.
2 February 2026
···
Rockchip stock price slides in Shanghai: mixed PMI signals and chip-sector churn hit early trade

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

Rockchip Electronics Class A shares fell 2.6% to 186.27 yuan in Shanghai by mid-morning Monday, with 3.9 million shares traded. The drop follows a sharp January rally in Chinese chip stocks and comes as traders weigh mixed factory data and rising costs ahead of the Lunar New Year. China’s official manufacturing PMI slipped to 49.3 in January, while a private survey showed a slight uptick to 50.3.
2 February 2026
···
China Resources Microelectronics (688396) stock slides as filing flags 2026 price rises, SiC push

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

China Resources Microelectronics’ Class A shares fell 3.6% to 61.50 yuan in Shanghai by 0953 GMT+8, underperforming the SSE Composite Index, which slipped 0.7%. Rival chipmakers Montage Technology and GigaDevice Semiconductor gained 2% and 7%. Investors await the company’s April 25 earnings report for evidence that recent price hikes and product upgrades are improving margins.
2 February 2026
···
TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

Nvidia CEO Jensen Huang urged TSMC to ramp up chip output, citing urgent AI demand and wafer shortages. TSMC shares closed Friday in Taipei at T$1,775, down 1.66%, and its U.S. ADRs fell 2.7% to $330.56. Investors await TSMC’s January sales report on Feb. 10. Huang also confirmed Nvidia’s planned investment in OpenAI’s next funding round.
2 February 2026
····
Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Applied Materials shares fell 5.6% to $322.32 Friday as semiconductor stocks slumped, with KLA down 15.2% and Lam Research off 5.9%. The selloff followed hotter-than-expected producer prices and President Trump’s nomination of Kevin Warsh as Fed chair. Traders are watching Applied’s Feb. 12 earnings for signals on chip equipment demand and China exposure.
1 February 2026
·····
Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

The Philadelphia Semiconductor Index fell 3.9% Friday, closing at 7,998.5, as chip equipment stocks tumbled and KLA Corp dropped 15.2%. Sandisk surged after raising its revenue outlook and extending a supply deal with Kioxia. Investors await earnings from AMD on Feb. 3 and Qualcomm on Feb. 4, along with the U.S. jobs report Feb. 6. President Trump’s nomination of Kevin Warsh for Fed chair weighed on markets.
1 February 2026
·········
ASML stock slips into the weekend — here’s what could move the chip-equipment bellwether next

ASML stock slips into the weekend — here’s what could move the chip-equipment bellwether next

ASML’s U.S.-listed shares fell 2.2% Friday to $1,423, capping a volatile week. Investors shifted focus from record orders to delivery capacity and China exposure, as the company projected 2026 sales up to 39 billion euros. Management expects China sales to drop next year due to export controls. Traders are watching macro data and ASML’s upcoming dividend, with the interim payout set for Feb. 18.
1 February 2026
··
1 2 3 4 5 … 30

Stock Market Today

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus

7 February 2026
Linde plc shares fell 2.5% to $448.24 Friday after reporting Q4 sales up 6% to $8.76 billion and adjusted EPS of $4.20. The company guided 2026 adjusted EPS to $17.40–$17.90, below analyst consensus. JPMorgan downgraded the stock, while Morgan Stanley and UBS raised price targets. Linde repurchased $1.4 billion in shares in Q4 and returned $7.4 billion to shareholders in 2025.
GE Vernova stock closes up nearly 6% — what to watch before Monday’s trade

GE Vernova stock closes up nearly 6% — what to watch before Monday’s trade

7 February 2026
GE Vernova shares jumped 5.6% to $779.35 Friday as Wall Street rallied and the company reported 1.1 GW of U.S. wind repower orders for 2025. The company also closed its $5.3 billion purchase of the remaining Prolec GE stake and completed a $2.6 billion senior notes offering. Investors await next week’s U.S. jobs and inflation data.
Go toTop