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Semiconductors News 15 January 2026 - 16 January 2026

AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

AMD stock price rises early as TSMC outlook lifts chipmakers, with tariffs hanging over AI chips

New York, January 16, 2026, 09:33 ET — Regular session Advanced Micro Devices (AMD) shares climbed about 2% to $227.92 in early Friday trading, lifted by strength in the semiconductor sector. The rally came after contract chipmaker TSMC reported a record quarterly profit and forecasted a nearly 30% jump in 2026 revenue, backed by a hefty $52 billion to $56…
16 January 2026
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Micron Technology stock jumps in premarket after $7.8 million insider buy as memory-chip rally rolls on

Micron Technology stock jumps in premarket after $7.8 million insider buy as memory-chip rally rolls on

New York, Jan 16, 2026, 08:34 (ET) — Premarket Micron Technology (MU.O) shares jumped 5.7% to $355.65 in premarket trading Friday, following a close of $336.63 the day before. According to a regulatory filing, director Teyin Mark Liu bought 23,200 shares between Jan. 13-14 at roughly $337 each and now holds 25,910 shares. (The Wall Street Journal) Memory-chip stocks continue…
16 January 2026
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KLA stock jumps after TSMC capex signal and fresh Wall Street upgrades — what investors watch next

KLA stock jumps after TSMC capex signal and fresh Wall Street upgrades — what investors watch next

New York, January 15, 2026, 18:10 EST — After-hours KLA Corp shares climbed 7.7% to $1,544.96 in after-hours trading Thursday, following a session that saw the stock fluctuate between $1,487.53 and $1,571.19. The boost came after Taiwan Semiconductor Manufacturing Co exceeded expectations and raised its 2026 capital expenditure forecast to $52 billion-$56 billion. That increase sparked fresh optimism about chipmaking…
16 January 2026
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Lam Research stock rises after hours as TSMC capex signal and analyst upgrades lift chip tools

Lam Research stock rises after hours as TSMC capex signal and analyst upgrades lift chip tools

New York, Jan 15, 2026, 17:24 EST — After-hours Lam Research shares climbed 4.2% to $217.47 in after-hours trading Thursday, buoyed by strength in semiconductor equipment stocks and a flurry of broker upgrades that thrust the company back into the spotlight. The picture shifted quickly after Taiwan Semiconductor Manufacturing Co revealed higher spending plans for 2026, a key indicator for…
15 January 2026
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AMAT stock jumps after TSMC ups spending plan; Barclays upgrade adds lift

AMAT stock jumps after TSMC ups spending plan; Barclays upgrade adds lift

New York, Jan 15, 2026, 16:58 EST — After-hours Applied Materials, Inc. shares jumped 5.7% to $319.08 in after-hours Thursday, building on a strong rally during the regular session as chipmaking-equipment stocks rallied on new indications of increased spending in 2026. This shift is significant since investors see toolmakers as a direct indicator of chipmakers’ plans for capacity expansion, particularly…
15 January 2026
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Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

New York, January 15, 2026, 16:36 ET — After-hours trading Broadcom shares ended Thursday’s session up, lifted by a bounce in chip stocks following a positive forecast from Taiwan Semiconductor Manufacturing Co (TSMC), a major AI hardware supplier. However, the stock dipped in after-hours trading, where thinner volume often leads to sharper price moves. (Public) This move is significant since…
15 January 2026
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AMD stock rises as TSMC outlook lifts chips, even as Trump’s AI-tariff clouds the next trade

AMD stock rises as TSMC outlook lifts chips, even as Trump’s AI-tariff clouds the next trade

NEW YORK, Jan 15, 2026, 16:09 ET — After-hours Advanced Micro Devices (NASDAQ: AMD) climbed 1.9% on Thursday, fueled by a late-session rally sparked by renewed optimism over chip demand. Shares of AMD last stood at $227.76, after reaching an intraday peak of $238.33, with roughly 50 million shares traded. Nvidia advanced 2.1%, while Intel slipped 0.9%. This matters as…
15 January 2026
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Micron stock firms after TSMC jolt as traders eye New York megafab event next

Micron stock firms after TSMC jolt as traders eye New York megafab event next

New York, Jan 15, 2026, 4:10 PM ET — After-hours Micron Technology shares climbed Thursday, finishing up 1.1% at $337.08 after slipping back from earlier gains. The stock swung between a high of $347.53 and a low of $336.50 during the session. This matters since Micron now serves as a high-beta proxy for the AI hardware boom, where even minor…
15 January 2026
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Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

New York, Jan 15, 2026, 12:53 (EST) — Regular session Texas Instruments (TXN) shares dropped 0.8% to $191.87 by midday Thursday, while the VanEck Semiconductor ETF climbed over 3%. The divergence is significant as Wall Street recalibrates its outlook for chip sector performance in 2026. Texas Instruments, linked more to steady demand in everyday electronics than to flashy AI hardware,…
15 January 2026
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TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

New York, Jan 15, 2026, 10:57 EST Wall Street’s main indexes bounced back Thursday following two straight days of losses, buoyed by a chip rally fueled by Taiwan Semiconductor Manufacturing Co’s positive outlook and fresh U.S. financial results. At 9:34 a.m. ET, the Dow Jones Industrial Average climbed 146.42 points, or 0.30%, the S&P 500 added 40.50 points, or 0.58%,…
15 January 2026
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Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

New York, January 15, 2026, 10:59 EST Intel’s stock climbed to a 52-week peak of $49.78 on Thursday, pushing the chipmaker deeper into the spotlight of the AI sector. Investing This shift is crucial now since the AI expansion isn’t only about flashy accelerators. Data centers still rely heavily on central processing units (CPUs) and memory, where limited supply can…
15 January 2026
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AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

NEW YORK, Jan 15, 2026, 10:15 ET — Regular session Shares of Nvidia and Advanced Micro Devices surged Thursday, fueling gains across AI-focused chip stocks following Taiwan Semiconductor Manufacturing Co’s strong profit report and boosted investment outlook. By 10:15 a.m. ET, Nvidia had climbed 2.8%, while AMD jumped 5.5%. U.S.-listed TSMC shares rose 6.3%, ASML gained 6.2%, and Broadcom added…
15 January 2026
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Stock Market Today

  • AppLovin Stock Outlook 2026-2030: AI Drives Growth Despite Recent Volatility
    January 23, 2026, 9:04 AM EST. AppLovin (NASDAQ: APP) shares surged nearly 800% since its 2021 IPO, despite a 35% drop early last year amid lawsuit and short-seller pressure. The stock rebounded with strong quarterly results, peaking at $745.61 before retreating 22% year-to-date, yet still outperforming major indexes. The company leverages AI-driven advertising through its Axon engine, expanding beyond gaming into sectors like e-commerce and fintech, as CEO Adam Foroughi noted during Q4 2024 earnings. Analysts remain mixed, with Benchmark and Jefferies maintaining Buy ratings amid fundamental concerns. AppLovin's focus on personalized ads and a new self-service platform underpin its secular growth potential. Investors weigh risk after a 90% post-pandemic drawdown against momentum from AI-powered innovations and new market penetration.
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