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Semiconductors 20 January 2026 - 22 January 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9% rise.
22 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading.
20 January 2026
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Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase could account for more than 10% of Micron’s global output by Q4 2026. CEO Sanjay Mehrotra warned the tightness in the market might persist past 2026 as Samsung Electronics and SK Hynix boost output of high-bandwidth memory chips designed for AI accelerators.
20 January 2026
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Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman doubles down on Nvidia as AI chip rivals gain ground — and 2026 crash talk returns

Goldman Sachs stuck with Nvidia and Broadcom as its top picks in AI computing on Tuesday, saying Nvidia’s lead remains strong despite custom silicon closing the cost gap. The bank noted that Google’s Broadcom-designed TPU is making rapid gains on “inference” economics—the process of running AI models post-training—but highlighted Nvidia’s CUDA software and faster rollout as crucial advantages in the growing GPU-versus-ASIC battle.
20 January 2026
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Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Shares of Xi’an ESWIN Material Technology Co., Ltd. climbed 1.38% to 27.11 yuan in Shanghai's morning session, starting off at 26.30 yuan. The stock peaked at 27.60 yuan and dipped to 26.30 yuan during the trading period. ESWIN Material specializes in 12-inch silicon wafers—polished, epitaxial, and test types—essential for chip manufacturing.
20 January 2026
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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