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Semiconductors News 26 January 2026 - 27 January 2026

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron shares jumped 5.3% to close at $409.86 Tuesday after the company announced a $24 billion investment to expand manufacturing in Singapore over the next decade. The new NAND wafer fab is set to begin production by 2028. Trading volume reached 30 million shares. Analysts raised price targets as traders await updates on memory pricing and spending.
27 January 2026
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Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
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UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

UMC’s U.S.-listed shares surged about 10% Tuesday, touching a 52-week high of $12.68 before settling near $12.46 in New York trading. No immediate company news explained the move, with attention turning to Wednesday’s quarterly earnings. The jump followed a broader rally in chip stocks and record highs in U.S. markets. UMC’s earnings call is scheduled for Jan. 28.
27 January 2026
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Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron shares rose 4.3% in premarket trading Tuesday after the company announced a $24 billion, 10-year expansion of its Singapore wafer facilities. The new plant will add 700,000 square feet of cleanroom space, with production set to begin in 2028. Investors are watching for updates from Samsung and SK Hynix on Thursday as competition in high-bandwidth memory heats up.
27 January 2026
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ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML shares climbed 1.1% to near 1,190 euros in Amsterdam Tuesday, ahead of its Q4 and full-year earnings due Wednesday. Evercore ISI reaffirmed its buy rating with a 1,300-euro target; Barclays kept a hold at 1,200 euros. Investors are watching for any upgrade to ASML’s 2026 sales outlook amid strong AI chip demand. CEO Christophe Fouquet will address the media at 1100 CET after results.
27 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell stock climbs in New York trade as Fed week puts AI-linked chip names in play

Marvell Technology shares rose 1.5% to $81.44 Monday, outpacing chip sector peers during a volatile session. The move followed recent acquisitions of XConn Technologies for $540 million and Celestial AI for $3.25 billion, both aimed at boosting data-center and AI infrastructure. About 9.2 million shares traded by mid-afternoon. Investors focused on upcoming Fed policy and major tech earnings.
26 January 2026
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AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

CoreWeave jumped 9.2% after Nvidia announced a $2 billion investment, becoming its second-largest shareholder. Nvidia shares slipped 0.3%. Microsoft rose 1.2% on the launch of its Maia 200 chip and Triton software for Nvidia’s CUDA ecosystem. Traders are watching mega-cap earnings and the Fed’s Jan. 28 meeting for signs of AI-related profit growth.
26 January 2026
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Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron stock slips on Samsung’s Nvidia HBM4 push as traders look to Thursday chip updates

Micron shares dropped 2.3% to $390.50 after reports that Samsung is close to supplying Nvidia with next-generation HBM4 memory chips. Samsung may begin HBM4 shipments to Nvidia as early as next month, with both Samsung and SK Hynix set to report earnings Thursday. Investors are watching for updates on HBM4 order volumes and supply chain developments. Nvidia’s Vera Rubin platform is now in full production.
26 January 2026
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Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron stock price near $400 as Samsung’s Nvidia HBM4 move puts MU back in focus

Micron shares rose 0.5% to $399.65 early Monday after reports that Samsung will start producing HBM4 chips for Nvidia next month. Samsung’s stock gained 2.2% while SK Hynix fell 2.9%. Investors are watching Thursday’s earnings from Samsung and SK Hynix for details on HBM4 order volumes. Micron’s HBM supply for 2026 is reportedly already fully booked.
26 January 2026
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Silan Microelectronics stock slides in Shanghai as chip trade turns choppy — what investors watch next

Silan Microelectronics stock slides in Shanghai as chip trade turns choppy — what investors watch next

Hangzhou Silan Microelectronics’ A shares fell 2.8% to 30.78 yuan in Shanghai Monday morning, wiping out last week’s chip sector gains. The CSI semiconductor materials and equipment index dropped 4.6% by 9:55 a.m., while some sector ETFs saw net inflows. Hong Kong chip stocks, including SMIC and Hua Hong, also declined early in the session. Investors await Silan’s results update as sector rotation pressures growth stocks.
26 January 2026
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Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon shares jumped nearly 8% in Shanghai Monday after the company forecast 44% revenue growth for 2025 but warned of a continued net loss. The stock hit 129.88 yuan by 10:24 a.m. Traders focused on rising memory-chip prices and Dosilicon’s upcoming annual report, due April 23. The company cited higher demand for storage chips but reported ongoing losses from investments and R&D.
26 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

Binance scoops up 3,600 more Bitcoin for SAFU as BTC whipsaws after brutal selloff

7 February 2026
Binance bought 3,600 bitcoin for its Secure Asset Fund, bringing its holdings to 6,230 BTC after bitcoin rebounded above $70,000 following a sharp drop. The broader crypto market lost about $2 trillion since October, with $1 billion in leveraged bitcoin positions liquidated in 24 hours. Strategy reported a wider Q4 loss as bitcoin fell. Gemini will cut up to 200 jobs and exit the UK, EU, and Australia.
Halma share price: Friday’s lift sets up what investors watch next week

Halma share price: Friday’s lift sets up what investors watch next week

7 February 2026
Halma shares closed up 0.7% at 3,548 pence on Friday, valuing the group at about £13.4 billion. The Bank of England held rates at 3.75% in a split vote, keeping rate-cut speculation in focus. Halma’s next trading update is set for March 12. The FTSE 100 ended the week up 0.6%, lifted by bank stocks.
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