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Semiconductors News 30 January 2026 - 1 February 2026

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s proposed $100 billion investment in OpenAI has stalled amid internal concerns, with talks shifting to a smaller deal, The Wall Street Journal reported. Amazon is negotiating a separate investment of up to $50 billion, while OpenAI has signed a $10 billion-plus compute agreement with Cerebras, according to Reuters. Bloomberg says Nvidia-OpenAI talks have collapsed. OpenAI did not comment.
1 February 2026
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Lattice Semiconductor stock price drops into the weekend as chip slump deepens ahead of Feb. 10 call

Lattice Semiconductor stock price drops into the weekend as chip slump deepens ahead of Feb. 10 call

Lattice Semiconductor shares fell 3.35% to $80.52 Friday as chip stocks slumped, with the iShares Semiconductor ETF down over 4%. Microchip Technology and NXP Semiconductors also dropped. Investors await the U.S. jobs report on Feb. 6 and Lattice’s earnings call on Feb. 10. CEO Ford Tamer and CFO Lorenzo Flores will lead the call covering 2025 results and outlook.
1 February 2026
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China Resources Microelectronics stock price in focus: filing flags 2026 revenue lift, higher margins and SiC push

China Resources Microelectronics stock price in focus: filing flags 2026 revenue lift, higher margins and SiC push

China Resources Microelectronics shares closed at 63.77 yuan in Shanghai, down 0.02% after trading between 61.50 and 64.65. The chipmaker forecast “positive” revenue and margin growth for 2026, citing demand in autos, energy storage, and AI. Management highlighted plans to expand 12-inch wafer capacity and boost third-generation semiconductor output. Shares have risen about 20.6% since January 1.
1 February 2026
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Tower Semiconductor stock: what to watch before TSEM’s Feb. 11 earnings after a choppy week

Tower Semiconductor stock: what to watch before TSEM’s Feb. 11 earnings after a choppy week

Tower Semiconductor shares closed Friday at $134.73, down 0.1% after trading between $140.33 and $132.52. About 2.37 million shares changed hands. The company will report earnings on Feb. 11, with investors watching for updates on revenue guidance and silicon photonics capacity. Tower last forecast Q4 revenue at $440 million, plus or minus 5%.
1 February 2026
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GlobalFoundries stock price slides 5% as chip selloff bites — what to watch next for GFS

GlobalFoundries stock price slides 5% as chip selloff bites — what to watch next for GFS

GlobalFoundries shares fell 5.1% to $42.20 Friday, leading a broader chip sector decline as the SOXX ETF dropped 4.1% and Intel slid 4.4%. The selloff followed President Trump’s nomination of Kevin Warsh to head the Fed and higher inflation data. GlobalFoundries will report earnings and guidance on February 11. The company recently agreed to buy Synopsys’ ARC Processor IP business, with the deal expected to close in late 2026.
1 February 2026
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Hua Hong Semiconductor Class A share price: what to watch as 688347 heads into Feb. 12 Q4 results

Hua Hong Semiconductor Class A share price: what to watch as 688347 heads into Feb. 12 Q4 results

Hua Hong Semiconductor’s Shanghai-listed shares closed at 155.10 yuan on Friday, up 0.38%, outperforming the SSE Composite, which fell 0.96%. The company will release unaudited fourth-quarter 2025 results after trading on Feb. 12, with a board meeting set for that morning. An investor briefing will follow from 17:00 to 18:00 local time. Mainland markets reopen Monday after the weekend break.
1 February 2026
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GigaDevice Semiconductor Class A stock price: Friday lift holds as Feb. 11 vote and China data shape the week ahead

GigaDevice Semiconductor Class A stock price: Friday lift holds as Feb. 11 vote and China data shape the week ahead

GigaDevice Semiconductor’s Shanghai-listed shares closed at 314.88 yuan Friday, up 2.4%, ahead of a Feb. 11 shareholder vote on a $221 million DRAM deal cap and the appointment of KPMG Hong Kong as auditor. The stock has surged 47% year-to-date. China’s official manufacturing PMI fell to 49.3 in January, signaling contraction before Monday’s private sector survey.
1 February 2026
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Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

Arm stock slips after Friday chip selloff; CEO share-sale notice puts earnings in focus

Arm’s U.S.-listed ADRs fell 2.8% to $105.36 at Friday’s close amid a broad chip stock selloff. CEO Rene Haas filed to sell 6,152 shares valued at about $654,000. The drop comes ahead of Arm’s fiscal third-quarter results due Feb. 4. Investors cited uncertainty over monetary policy after Donald Trump named Kevin Warsh as his pick for Federal Reserve chair.
1 February 2026
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Advanced Micro Devices stock slips on MI450 delay chatter — what investors watch before earnings

Advanced Micro Devices stock slips on MI450 delay chatter — what investors watch before earnings

AMD shares fell 6.13% to $236.73 Friday after SemiAnalysis warned of possible MI450 AI chip delays, though Wells Fargo’s Aaron Rakers disputed the claim and kept a $345 price target. The Nasdaq Composite dropped 0.94% as investors reacted to Kevin Warsh’s nomination for Fed chair. AMD reports earnings Feb. 3, with options pricing signaling an 8.9% implied move for Feb. 6 expiries.
1 February 2026
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Broadcom stock price in focus: Wolfe upgrade leans on Google TPU growth as AVGO heads into Monday

Broadcom stock price in focus: Wolfe upgrade leans on Google TPU growth as AVGO heads into Monday

Broadcom shares rose 0.17% to $331.30 Friday after Wolfe Research upgraded the stock to Outperform with a $400 target. The upgrade cited Broadcom’s gains in Google’s tensor processing units and stronger AI custom-chip sales. Broadcom’s VMware partner strategy is under scrutiny in Europe. Chip and AI infrastructure stocks broadly fell, but Broadcom closed higher.
1 February 2026
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Texas Instruments stock: what to know after TXN dips, with jobs data and chip demand in focus

Texas Instruments stock: what to know after TXN dips, with jobs data and chip demand in focus

Texas Instruments shares fell 1.6% to $215.55 Friday, despite a strong earnings forecast earlier in the week. Trading volume reached 9.1 million. The drop followed a spike in U.S. producer prices and steady Fed rates, with investors shifting focus from chip demand to interest rate risks. The Nasdaq closed down 0.9%, S&P 500 down 0.4%.
31 January 2026
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Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

The Philadelphia Semiconductor Index fell 3.9% to 7,998.47 Friday, led by a 15.2% plunge in KLA shares despite the company beating estimates. Apple warned of rising memory-chip costs, while investors weighed Trump’s pick of Kevin Warsh for Fed chair and a hotter producer-price report. Nvidia CEO Jensen Huang confirmed plans for a major OpenAI investment. Key chip earnings reports are due next week.
31 January 2026
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Applied Materials stock slides nearly 6% as chip-tool selloff deepens; what AMAT traders watch next

Applied Materials stock slides nearly 6% as chip-tool selloff deepens; what AMAT traders watch next

Applied Materials dropped 5.6% to $322.32 Friday, leading declines in chip equipment stocks after KLA plunged over 15%. The Philadelphia Semiconductor Index fell 3.87% as investors reacted to Kevin Warsh’s Fed nomination and higher inflation data. Applied’s next earnings report is due February 12. The company warned U.S. export controls could impact China-related sales in 2026.
31 January 2026
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Lam Research stock slips nearly 6% after-hours as chip-tool trade cools — what’s driving LRCX now

Lam Research stock slips nearly 6% after-hours as chip-tool trade cools — what’s driving LRCX now

Lam Research shares fell 5.9% to $233.46 in after-hours trading Friday, despite beating earnings and revenue forecasts for the quarter. The drop followed a broader sell-off in chip equipment stocks after KLA Corp’s results and a 0.94% slide in the Nasdaq. Lam reported $1.35 adjusted EPS and $5.34 billion revenue for the December quarter. China made up 35% of Lam’s revenue, down from 43% the previous quarter.
31 January 2026
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Broadcom stock price holds near $331 after Wolfe upgrade; AVGO eyes Google TPU demand

Broadcom stock price holds near $331 after Wolfe upgrade; AVGO eyes Google TPU demand

Broadcom shares closed at $331.30 Friday, up 0.2%, and held steady after hours following Wolfe Research’s upgrade to Outperform with a $400 price target. Wolfe cited rising demand for tensor processing units and Broadcom’s edge in AI chips. Options activity turned more bullish ahead of next week’s U.S. jobs report. Broadcom traded 28 million shares, swinging between $322.77 and $338.17 during the session.
30 January 2026
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Applied Materials stock slides as chip-tool selloff deepens; KLA tumble sets the tone

Applied Materials stock slides as chip-tool selloff deepens; KLA tumble sets the tone

KLA shares plunged 12.8% Friday after reporting earnings, dragging Applied Materials down 3.1% to $330.76 and Lam Research 2.3% lower. The sell-off hit chip-equipment stocks broadly, with the VanEck Semiconductor ETF and iShares Semiconductor ETF both falling over 2%. Investors are watching upcoming earnings for signs on 2026 wafer-fab spending. ASML, meanwhile, reported record orders but announced job cuts.
30 January 2026
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Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research shares fell 2.3% to $242.35 Friday morning after earlier gains, while KLA dropped 11.7% and Applied Materials lost 2.2%. Lam’s quarterly results and outlook beat Wall Street estimates, but investors sold off chip-equipment stocks despite strong demand for AI-related memory chips and continued reliance on China as Lam’s largest market.
30 January 2026
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Stock Market Today

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

Walmart stock jumps 3% to $131 as Dow clears 50,000 — what to watch before Monday

7 February 2026
Walmart shares climbed 3.34% to $131.18 Friday, pushing its market value to about $1.05 trillion as the Dow closed above 50,000 for the first time. Retail stocks mostly gained, with Target up 4.24% and Costco up 1.20%, while Amazon dropped 5.55%. Investors await Walmart’s fiscal Q4 results on Feb. 19 and key U.S. economic data next week.
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