Today: 7 February 2026
Subscribe
Browse Category

Semiconductors News 1 January 2026 - 2 January 2026

TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

TSMC stock today: U.S. China-tool licence and Nvidia H200 talks put Taiwan Semiconductor in focus

NEW YORK, January 2, 2026, 04:05 ET — Premarket Taiwan Semiconductor Manufacturing Company Limited’s U.S.-listed shares were set to stay in focus in premarket trading on Friday after the chipmaker said it had secured a U.S. licence covering imports of American chipmaking equipment for its China operations. The stock last closed up 1.4% at $303.89. Reuters The approval lands as investors track how U.S. export controls are reshaping supply chains for chipmakers with China exposure. For TSMC, it removes a near-term operational question around tools for its Nanjing facility after prior exemptions expired at year-end. Reuters Chip stocks are also
2 January 2026
····
Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

Micron stock (MU) set for first 2026 session after year-end slide as HBM race heats up

NEW YORK, January 2, 2026, 02:49 ET — Market closed Micron Technology (MU.O) shares head into the first U.S. trading session of 2026 after sliding in the year’s final session, as investors locked in gains in mega-cap tech and chip names. The timing matters. Micron was among the standout “AI trade” beneficiaries in 2025, and the year’s first session often brings portfolio rebalancing that can amplify moves, especially in high-momentum stocks. Micron’s core products are memory chips, and the memory cycle can turn fast. Traders are watching whether demand for AI-linked high-bandwidth memory stays ahead of supply — and whether
2 January 2026
·····
ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

NEW YORK, January 1, 2026, 18:05 ET — Market closed. ASML Holding N.V.’s U.S.-listed shares slipped in the latest session after Reuters reported China is pushing chipmakers to use more domestically made equipment when building out new capacity. The stock was last at $1,069.86, down 0.25% from the previous close, after trading between $1,068.40 and $1,081.99. U.S. equities were closed on Thursday for the New Year’s Day holiday. New York Stock Exchange The China angle matters because ASML sits at the center of the semiconductor supply chain, selling lithography tools — machines used to print circuits onto silicon wafers. Any
2 January 2026
···
Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

Texas Instruments stock today: TXN slides into 2026 after year-end chip selloff

NEW YORK, January 1, 2026, 16:32 ET — Market closed Texas Instruments Incorporated shares closed down $1.92, or 1.1%, at $173.49 on Wednesday, the final trading day of 2025, with U.S. stock markets shut on Thursday for the New Year’s Day holiday. The stock traded between $173.10 and $176.12, while the iShares Semiconductor ETF (SOXX) — an exchange-traded fund that tracks a basket of chip stocks — fell 1.2% and the SPDR S&P 500 ETF (SPY) slipped 0.7%. New York Stock Exchange The year-end drop matters because Texas Instruments is widely treated as a bellwether for cyclical demand, particularly in
1 January 2026
·····
KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

KLA stock today: KLAC ends 2025 with a slide as chip-tool names cool; earnings next in focus

NEW YORK, January 1, 2026, 15:29 ET — Market closed Shares of KLA Corp fell 2.3% to $1,215.08 at Wednesday’s close, outpacing declines in chip-tool peers Applied Materials, down 1.1%, and Lam Research, down 1.5%. The pullback matters because KLA is a bellwether for semiconductor manufacturing spending, selling process-control tools that help chipmakers spot defects and improve yields — the percentage of usable chips produced. Investors have leaned heavily into chip-linked names on the back of AI-driven demand, and the sector is now heading into the first major checkpoint of 2026: guidance for the next leg of capital spending. Wall
1 January 2026
·····
Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

Applied Materials stock dips as new U.S. export licenses and China’s 50% tool rule reset focus for AMAT

NEW YORK, January 1, 2026, 14:50 ET — Market closed. Applied Materials ended the last U.S. session down 1.15% at $256.99, with Wall Street shut on Thursday for the New Year’s Day holiday. The stock’s next catalyst is not a product launch or an earnings pre-release. It is policy: fresh signals from Washington and Beijing that could change how chipmakers buy — and where they buy — the expensive tools used to make semiconductors. That matters for Applied because it sells wafer-fab equipment, the specialized machines used to deposit, etch and measure layers on silicon wafers. Small shifts in export
1 January 2026
···
Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

Qualcomm stock closes down to end 2025 as chip shares slide — what QCOM investors watch next

NEW YORK, January 1, 2026, 14:26 ET — Market closed. QUALCOMM Incorporated shares closed lower in the year’s final U.S. trading session, tracking a pullback in semiconductor names ahead of the New Year holiday. The timing matters. Thin year-end liquidity can exaggerate moves, and the first sessions of January often bring fresh positioning as money managers reset after tax and calendar effects. For Qualcomm, that matters because the stock often trades as a read-through on both handset demand and the broader chip cycle, which can turn quickly when macro expectations shift. U.S. stocks ended Wednesday lower, with the S&P 500
1 January 2026
·····
Tech stocks stumble into 2026 as Nasdaq ends 2025 lower; Fed cuts and chip policy in focus

Tech stocks stumble into 2026 as Nasdaq ends 2025 lower; Fed cuts and chip policy in focus

NEW YORK, January 1, 2026, 13:38 ET — Market closed U.S. technology stocks closed out 2025 with a late dip, pulling the Nasdaq lower in year-end trade, as Wall Street remained shut on Thursday for the New Year’s Day holiday. The slide matters because tech’s outsized run has left investors sensitive to interest-rate swings and any hints that demand for AI hardware is cooling. Growth stocks tend to benefit when borrowing costs fall, but they can drop fast if rates rise or earnings expectations slip. Strategists say 2026 will test whether earnings growth can keep up with the optimism priced
1 January 2026
·····
Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

Semiconductor stocks today: Chip shares slip as Nvidia’s China H200 push meets policy spotlight

NEW YORK, January 1, 2026, 13:07 ET — Market closed U.S. semiconductor stocks slipped in the final trading session of 2025, with the PHLX Semiconductor Index closing down 1.2% on Wednesday. U.S. markets are closed on Thursday for New Year’s Day. Nasdaq Global Index Watch+1 The pullback comes after a year in which AI-linked chipmakers helped power broader equity gains, leaving the group sensitive to profit-taking in thin holiday liquidity. Investors are also entering 2026 with geopolitics and export rules again shaping which products can reach key end-markets. Reuters+1 That matters now because China remains a major buyer of chips
1 January 2026
······
AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

AI stocks today: Nvidia’s China H200 chip surge puts semis back in focus as Wall Street shuts

NEW YORK, January 1, 2026, 12:48 ET — Market closed Nvidia has approached Taiwan Semiconductor Manufacturing Co about ramping output of its H200 artificial intelligence chip as demand from Chinese technology firms accelerates, sources told Reuters. Reuters The China demand story lands as investors gauge whether the AI trade can extend after it powered much of Wall Street’s 2025 gains and pushed major U.S. indexes to record highs, Reuters reported. Nvidia rose 39% in 2025 and became the first publicly traded company to top $5 trillion in market value, the report said. Reuters The H200 is a data-center graphics processor
1 January 2026
·····
AMD stock today: Advanced Micro Devices slips into 2026 as traders eye CES keynote and Feb. earnings

AMD stock today: Advanced Micro Devices slips into 2026 as traders eye CES keynote and Feb. earnings

NEW YORK, January 1, 2026, 09:51 ET — Market closed Advanced Micro Devices Inc (AMD.O) shares last closed down 0.55% at $214.16 on Wednesday, trading between $213.80 and $217.64 with about 17.6 million shares changing hands. U.S. equities markets are closed on Thursday for New Year’s Day and reopen on Jan. 2. Yahoo Finance+1 The modest drop matters now because chip stocks that powered much of 2025’s rally enter 2026 with investors weighing rate expectations against demand signals for AI and data-center hardware. For AMD, the next near-term checkpoint is the Consumer Electronics Show, where CEO Lisa Su is set
1 January 2026
·····
Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

Intel stock ends 2025 lower as Nvidia’s $5B stake and January catalysts come into view

NEW YORK, January 1, 2026, 05:56 ET — Market closed. Intel Corp (INTC) shares ended 2025 on a down note as U.S. markets shut on Thursday for the New Year’s Day holiday. The stock closed down 1.0% at $36.90 on Wednesday, after trading between $36.82 and $38.01, with about 51.5 million shares changing hands. New York Stock Exchange The holiday pause lands after a choppy year-end stretch that has pushed investors to reassess big-tech and chip exposure heading into 2026. For Intel, the next leg hinges on whether its turnaround can show up in margins and cash flow, not just
1 January 2026
·····
1 … 30 31 32 33 34 … 49

Stock Market Today

Westpac share price slides after ASX rout; investors brace for next week’s WBC update

Westpac share price slides after ASX rout; investors brace for next week’s WBC update

7 February 2026
Westpac shares fell 1.2% to A$39.43 Friday as the S&P/ASX 200 dropped 2% amid broad selling. The bank is set to roll out Microsoft 365 Copilot to 35,000 staff after a pilot last year. Investors are watching for signs of loan growth and credit quality ahead of Westpac’s first-quarter update on Feb. 13. The Reserve Bank of Australia raised its cash rate to 3.85% this week.
ANZ share price fell Friday — here’s what to watch before the ASX reopens

ANZ share price fell Friday — here’s what to watch before the ASX reopens

7 February 2026
ANZ shares closed at A$37.01 on Friday, down 1.52% as the S&P/ASX 200 fell 2% and nearly $70 billion was wiped from the market. The Reserve Bank of Australia raised its cash rate by 0.25 points to 3.85%, prompting ANZ to lift variable home loan rates from Feb. 13. ANZ announced a new Salesforce-based AI CRM rollout and a board change effective Feb. 8. Investors await ANZ’s first-quarter update on Feb. 12.
Go toTop