Today: 22 March 2026
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Semiconductors 1 February 2026 - 2 February 2026

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj shares rose about 8% to $149.21 by Monday afternoon, rebounding with chip stocks as tech led Wall Street gains. The move comes ahead of Impinj’s Q4 and full-year 2025 earnings call set for Feb. 5. Semiconductor sentiment remains volatile, with AI demand driving DRAM price forecasts sharply higher. U.S. factory data showed expansion in January, further lifting markets.
2 February 2026
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National Silicon Industry Group (688126.SS) stock drops nearly 3% — what traders are watching in China’s wafer name

National Silicon Industry Group (688126.SS) stock drops nearly 3% — what traders are watching in China’s wafer name

National Silicon Industry Group shares fell 2.8% to 21.78 yuan in Shanghai by 10:26 a.m., tracking a broader drop in Chinese stocks. The company forecast a 2025 net loss of up to 1.53 billion yuan, citing wafer price pressure and possible goodwill impairment. 300mm wafer sales rose over 25%, but margins remained under strain. Investors watched for macro data and tech earnings to gauge risk appetite.
2 February 2026
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Rockchip stock price slides in Shanghai: mixed PMI signals and chip-sector churn hit early trade

Rockchip stock price slides in Shanghai: mixed PMI signals and chip-sector churn hit early trade

Rockchip Electronics Class A shares fell 2.6% to 186.27 yuan in Shanghai by mid-morning Monday, with 3.9 million shares traded. The drop follows a sharp January rally in Chinese chip stocks and comes as traders weigh mixed factory data and rising costs ahead of the Lunar New Year. China’s official manufacturing PMI slipped to 49.3 in January, while a private survey showed a slight uptick to 50.3.
2 February 2026
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China Resources Microelectronics (688396) stock slides as filing flags 2026 price rises, SiC push

China Resources Microelectronics (688396) stock slides as filing flags 2026 price rises, SiC push

China Resources Microelectronics’ Class A shares fell 3.6% to 61.50 yuan in Shanghai by 0953 GMT+8, underperforming the SSE Composite Index, which slipped 0.7%. Rival chipmakers Montage Technology and GigaDevice Semiconductor gained 2% and 7%. Investors await the company’s April 25 earnings report for evidence that recent price hikes and product upgrades are improving margins.
2 February 2026
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TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

Nvidia CEO Jensen Huang urged TSMC to ramp up chip output, citing urgent AI demand and wafer shortages. TSMC shares closed Friday in Taipei at T$1,775, down 1.66%, and its U.S. ADRs fell 2.7% to $330.56. Investors await TSMC’s January sales report on Feb. 10. Huang also confirmed Nvidia’s planned investment in OpenAI’s next funding round.
2 February 2026
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Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Applied Materials shares fell 5.6% to $322.32 Friday as semiconductor stocks slumped, with KLA down 15.2% and Lam Research off 5.9%. The selloff followed hotter-than-expected producer prices and President Trump’s nomination of Kevin Warsh as Fed chair. Traders are watching Applied’s Feb. 12 earnings for signals on chip equipment demand and China exposure.
1 February 2026
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Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

The Philadelphia Semiconductor Index fell 3.9% Friday, closing at 7,998.5, as chip equipment stocks tumbled and KLA Corp dropped 15.2%. Sandisk surged after raising its revenue outlook and extending a supply deal with Kioxia. Investors await earnings from AMD on Feb. 3 and Qualcomm on Feb. 4, along with the U.S. jobs report Feb. 6. President Trump’s nomination of Kevin Warsh for Fed chair weighed on markets.
1 February 2026
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ASML stock slips into the weekend — here’s what could move the chip-equipment bellwether next

ASML stock slips into the weekend — here’s what could move the chip-equipment bellwether next

ASML’s U.S.-listed shares fell 2.2% Friday to $1,423, capping a volatile week. Investors shifted focus from record orders to delivery capacity and China exposure, as the company projected 2026 sales up to 39 billion euros. Management expects China sales to drop next year due to export controls. Traders are watching macro data and ASML’s upcoming dividend, with the interim payout set for Feb. 18.
1 February 2026
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SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix stock price: Korea export surge sets up Monday test for chip shares

SK hynix shares closed at 909,000 won Friday, up 5.57%, after South Korea’s January semiconductor exports jumped 102.7% to $11.7 billion. The company posted a record 19.2 trillion won quarterly operating profit and plans to cancel treasury shares worth 12.2 trillion won. Samsung will begin HBM4 chip production next month, while SK hynix ramps up new wafer output at its Cheongju fab.
1 February 2026
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Samsung stock in focus as Korea chip exports double; Monday open looms

Samsung stock in focus as Korea chip exports double; Monday open looms

South Korea’s January exports jumped 33.9% to $65.85 billion, fueled by a 102.7% surge in semiconductor shipments. Samsung Electronics closed at 160,500 won, down 0.12%, despite reporting a record 20 trillion won quarterly operating profit. The company warned of ongoing memory shortages and rising costs. U.S. tariff discussions and high chip prices are adding uncertainty for tech firms.
1 February 2026
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TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Nvidia CEO Jensen Huang, visiting Taipei, urged TSMC to ramp up wafer production to meet rising AI chip demand. TSMC’s U.S.-listed shares fell 2.7% Friday, while Taiwan shares dropped 1.7%. The company will report January sales on Feb. 10. Investors are watching for signs of shifting chip demand and capacity plans when trading resumes Monday.
1 February 2026
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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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Stock Market Today

  • CRISPR Therapeutics Stock Dips Amid Biotech Risks Despite Strong DCF Upside
    March 22, 2026, 2:39 AM EDT. CRISPR Therapeutics (CRSP) shares have fallen 14% year to date, contrasting with a 12.2% gain over the past year. The stock trades around $46.24, reflecting a 75.6% discount to its intrinsic value based on a Discounted Cash Flow (DCF) model projecting positive free cash flow by 2030. Despite short-term declines driven by biotech sector volatility and regulatory concerns, long-term growth potential linked to its gene-editing pipeline keeps investor interest. The company shows a $345.4 million free cash flow loss currently, moving to forecasted positive cash generation. Valuation metrics like price-to-book provide additional context amid earnings volatility. Market watchers may consider CRISPR's current weakness an opportunity, though risks remain given sector dynamics and cash flow uncertainty.
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