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Semiconductors 7 January 2026 - 9 January 2026

Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

Sandisk climbed 12.8% to $377.41 in after-hours trading on Friday after a report said the flash-memory maker could more than double prices for some high-capacity 3D NAND chips used in enterprise solid-state drives. Nomura Securities said “channel checks” showed enterprise-grade NAND pricing was seeing “especially aggressive increases,” with Sandisk’s enterprise NAND cited as rising more than 100% from the prior quarter. The stock traded between $330.96 and $383.76 during the session, with about 19.2 million shares changing hands.
9 January 2026
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Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia rose about 1% in U.S. premarket trade on Thursday after Reuters reported the company is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, tightening terms as Beijing weighs approvals. Taiwan Semiconductor Manufacturing fell 2.6%, Advanced Micro Devices slid 2% and Intel jumped 6.4%, while the iShares Semiconductor ETF was down about 1%. Reuters
8 January 2026
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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

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.
7 January 2026
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