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Semiconductors News 14 January 2026 - 15 January 2026

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…
AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

NEW YORK, Jan 15, 2026, 09:46 EST — Regular session Advanced Micro Devices (AMD.O) shares climbed 3.3% to $230.96 early Thursday, buoyed by a wider surge in semiconductor stocks. The rally followed Taiwan Semiconductor’s optimistic spending forecast, which reignited interest in AI-related plays. (Reuters) The move matters now because investors are zeroing in on any signals about 2026 data-center demand,…
Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

New York, Jan 15, 2026, 07:30 (EST) — Premarket Micron Technology shares climbed 3.1% to $343.67 in premarket trade Thursday, rebounding after a 1.4% drop the day before. (Public) This move is significant because Micron has turned into a quick play on the memory shortage fueling the AI surge. High-bandwidth memory (HBM) — the stacked DRAM positioned near AI chips…
ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

Amsterdam, Jan 15, 2026, 12:31 CET — Regular session ASML (ASML.AS) shares soared to a fresh peak on Thursday, lifting the chip-equipment giant’s market cap past the $500 billion mark. This followed TSMC’s decision to boost its 2026 capital expenditure, aiming to meet the rising demand for AI-related chips. By 0952 GMT, ASML was up 4.3%, marking a 23% gain…
TSMC jolts Wall Street futures higher as chip stocks pop before the open

TSMC jolts Wall Street futures higher as chip stocks pop before the open

New York, Jan 15, 2026, 06:09 EST — Premarket U.S. stock index futures edged up Thursday as semiconductor stocks gained momentum following Taiwan Semiconductor Manufacturing Co’s report of strong demand and plans for expanding U.S. capacity. S&P 500 futures climbed 0.32%, with Nasdaq 100 futures up 0.74%. Applied Materials, Lam Research, and KLA each jumped roughly 5% to 6% in…
Applied Materials stock jumps 6% premarket as TSMC capex outlook lifts chip-tool names

Applied Materials stock jumps 6% premarket as TSMC capex outlook lifts chip-tool names

New York, Jan 15, 2026, 05:35 EST — Premarket Applied Materials, Inc shares jumped 6.6% to $321.69 in premarket trading on Thursday, after the chip equipment maker ended Wednesday down nearly 1% at $301.89. (Public) The move tracked a broader bid in semiconductor supply names after Taiwan Semiconductor Manufacturing Co posted a forecast-smashing jump in quarterly profit and laid out…
ASML stock hits record high as market value tops $500 billion after TSMC blowout

ASML stock hits record high as market value tops $500 billion after TSMC blowout

AMSTERDAM, January 15, 2026, 10:54 CET — Regular session ASML Holding’s shares surged to a new all-time peak on Thursday, pushing the Dutch chip equipment maker’s market cap beyond $500 billion. That keeps ASML firmly in the lead as Europe’s most valuable publicly traded company. (Reuters) This is crucial since ASML occupies the bottleneck in advanced chip manufacturing. When major…
Lam Research stock falls despite fresh target hikes; earnings and new chip tariffs loom

Lam Research stock falls despite fresh target hikes; earnings and new chip tariffs loom

New York, Jan 14, 2026, 17:24 (EST) — Trading in after-hours session. Lam Research (LRCX.O) slipped 2.6% to $208.79 in after-hours trading Wednesday, after moving between $206.66 and $215.80 earlier in the day. Volume reached roughly 18.2 million shares. The stock dropped for two straight sessions after hitting $222.58 Monday, a recent peak, then closing at $214.38 Tuesday. The retreat…
Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

New York, Jan 14, 2026, 5:18 PM ET — After-hours Nvidia shares dipped 1.5% to $183.14 in after-hours trading Wednesday following President Donald Trump’s announcement of a 25% tariff on certain advanced computing chips, including Nvidia’s H200 AI processor. Meanwhile, AMD, whose MI325X chip was also named in the White House fact sheet, gained 1.2%, closing at $223.60. (Reuters) The…
Intel stock jumps again after KeyBanc flags tight server CPU supply and 18A progress

Intel stock jumps again after KeyBanc flags tight server CPU supply and 18A progress

New York, Jan 14, 2026, 16:18 (EST) — After-hours Intel shares climbed roughly 3% to $48.72 in after-hours trading Wednesday, pushing their two-day rally further. AMD ticked up about 1%, but Nvidia and Taiwan Semiconductor saw declines. Intel surged again after Tuesday’s 7.3% jump, which closed the stock at $47.29 on heavy volume. KeyBanc’s upgrade and a new $60 price…
Micron stock slips as rival SK Hynix’s $13 bln AI memory push stirs supply nerves

Micron stock slips as rival SK Hynix’s $13 bln AI memory push stirs supply nerves

New York, January 14, 2026, 16:21 ET — After-hours Micron Technology (MU.O) shares dropped 1.4% on Wednesday, slipping to $333.37. The dip followed a strong rally as investors digested new supply plans announced by a major competitor in the AI memory sector. The timing is tricky for the stock. Retail investors have been piling into memory and storage companies, betting…
AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

New York, January 14, 2026, 16:04 EST — After-hours Shares of Advanced Micro Devices climbed 0.6% on Wednesday, ending at $222.27. The move came as investors digested a KeyBanc upgrade highlighting supply constraints in crucial data-center chips. AMD shares surged 6.4% Tuesday following an upgrade from KeyBanc analyst John Vinh, who also raised the price target to $270, according to…
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Stock Market Today

  • LHV Group Buys Back Own Shares on Nasdaq Tallinn
    January 23, 2026, 10:42 AM EST. LHV Group, Estonia's largest financial group, repurchased its own shares on Nasdaq Tallinn from January 16 to 22, 2026. The transactions involved purchases between 3.53 and 3.57 euros per share, totaling over 59,000 shares. This buyback is authorized by the shareholders' meeting in March 2025 and overseen by the Supervisory Board. The acquisition agent is AS LHV Pank. LHV Group comprises key subsidiaries including LHV Pank, LHV Varahaldus, and LHV Kindlustus, collectively serving hundreds of thousands of clients. Buyback summary disclosures will follow within seven trading days, ensuring transparency. The move reflects LHV's ongoing capital management strategy amid its expanding services across Estonia and the UK.
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