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Semiconductors News 2 February 2026 - 4 February 2026

Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology shares fell about 2% to $74.06 Wednesday after the company closed its $1 billion acquisition of Celestial AI and warned of higher short-term costs and share dilution. Marvell issued over 24 million unregistered shares for the deal and may issue more if revenue targets are met. Investors are watching for signs of demand and integration ahead of the company’s earnings report.
4 February 2026
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NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP Semiconductors shares rose about 2% Wednesday to $225.03, rebounding after a 4.5% drop the previous session. The move followed a first-quarter revenue forecast of $3.05–$3.25 billion, above analyst expectations. CEO Rafael Sotomayor cited “physical AI” as a growth driver for industrial chips. BofA Securities cut its price target to $245 but maintained a buy rating.
4 February 2026
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KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA shares fell 4.4% to $1,295.70 by midday Wednesday, deepening a multi-day slide and leaving the stock down 23% from its Jan. 29 peak. Applied Materials dropped 9%, Lam Research 10.6%, and ASML 5.3% as chip-equipment makers tracked a broader tech sell-off. Investors focused on upcoming industry events with key U.S. labor and inflation data delayed.
4 February 2026
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AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

AMD forecast first-quarter revenue around $9.8 billion, down from $10.27 billion the previous quarter, citing lower MI308 AI chip sales to China. Shares fell nearly 7% in premarket trading after the outlook missed investor expectations. The company reported a 34% jump in fourth-quarter revenue, but analysts noted data-center sales would have missed forecasts without China-related MI308 sales.
4 February 2026
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Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments will acquire Silicon Labs for $231 per share in cash, valuing the deal at $7.5 billion. The companies expect to close the transaction by mid-2027, pending regulatory and shareholder approval. TI projects $450 million in annual cost savings within three years of closing. Silicon Labs shares jumped after the announcement, while TI stock fell.
4 February 2026
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Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron shares fell 4.2% to $419.44 in early Nasdaq trading Wednesday, tracking a broader tech selloff after AMD issued a cautious outlook. TrendForce forecasts DRAM contract prices will jump up to 95% in Q1, citing AI-driven demand. Analysts report Micron can meet only about two-thirds of customer orders amid a memory chip shortage. Investors await Micron’s Feb. 11 conference for updates on supply and pricing.
4 February 2026
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SanDisk stock price jumps again as “memory shortage” bets keep SNDK in play

SanDisk stock price jumps again as “memory shortage” bets keep SNDK in play

Sandisk shares rose 4.5% to $695.51 in early trading Wednesday, with volume near 808,000. The company extended its flash supply deal with Kioxia through 2034 and raised its revenue forecast, prompting several brokerages to lift price targets. Sandisk posted Q2 revenue of $3.025 billion and expects Q3 revenue up to $4.8 billion. Next earnings are scheduled for May 7, 2026.
4 February 2026
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KLA (KLAC) stock price slides nearly 4% as chip-tool rally cools — what traders watch next

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

KLA shares fell 3.9% to $1,355.54 Tuesday, tracking a broader tech selloff, then showed little change after hours. Roughly 2.1 million shares traded as the stock swung over $120 intraday. The drop followed recent earnings and guidance, with investors cautious ahead of major tech results and delayed U.S. economic data. KLA is scheduled to appear at SEMICON Korea next week.
4 February 2026
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Intel stock rises after CEO flags a new GPU push to take on Nvidia

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

Intel shares rose 0.9% to $49.25 in after-hours trading after CEO Lip-Bu Tan announced plans to build GPUs for data centers and named Eric Demmers as chief GPU architect. Tan said Intel expects volume production on its 14A process later in 2026 and is in talks with several customers. Investors are pressing for clearer product and capacity timelines. CFO David Zinsner and officer April Boise disclosed recent share sales.
4 February 2026
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Teradyne stock jumps 11% as AI chip-testing boom drives upbeat forecast for TER shares

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

Teradyne shares jumped 11% to $277.63 Tuesday after the company forecast first-quarter revenue of $1.15–$1.25 billion, topping analyst estimates. Fourth-quarter revenue reached $1.083 billion with non-GAAP earnings of $1.80 per share. The company cited strong AI chip demand. Cantor Fitzgerald maintained its Overweight rating and $270 price target.
3 February 2026
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Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

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

Daiwa raised Intel’s price target to $50 from $41, while MarketBeat data showed a “Reduce” consensus and a $45.76 average target. CEO Lip-Bu Tan said Intel plans to build GPUs and highlighted customer engagement with its 14A process. SoftBank unit SAIMEMORY signed a Feb. 2 deal with Intel to develop “Z-Angle Memory,” aiming for prototypes by March 2028. Intel shares fell 0.6% to $48.51 in afternoon trading.
3 February 2026
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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
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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
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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
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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
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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
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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