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Technology News 20 January 2026

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

Micron’s $1.8B Taiwan fab deal taps an “unprecedented” AI memory crunch

TAIPEI, Jan 20, 2026, 21:25 GMT+8 Micron Technology revealed plans to buy Powerchip Semiconductor Manufacturing Corp’s P5 fab in Tongluo, Taiwan, for $1.8 billion in cash. This move underscores Micron’s confidence that demand for dynamic random access memory (DRAM)—used mainly in computers and servers—will keep outstripping supply. Shares of Powerchip surged nearly 10% after the announcement. The acquisition brings about 300,000 square feet of cleanroom space to Micron and aims to increase DRAM wafer production starting in the second half of 2027. The deal should wrap up by Q2 2026, subject to regulatory approval. TrendForce projects the initial capacity phase
20 January 2026
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Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

Nebius (NBIS) stock drops in premarket as tariff jitters hit high-growth tech

New York, Jan 20, 2026, 07:45 EST — Premarket Nebius Group N.V. shares slipped 4.6% to $103.73 in U.S. premarket trading Tuesday, following a $108.73 close the day before. About 390,000 shares changed hands before the open, with the latest data as of 8:00 a.m. EST. (Public) This shift is significant since Nebius has acted as a high-beta stand-in for the AI infrastructure sector. In risk-off moments, smaller, fast-growing stocks usually take the brunt, even if there’s no news specific to the company. Nebius offers access to GPU computing — those graphics processing units that power AI model training and
20 January 2026
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Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

Nvidia’s $4.5 trillion shock: why its “hidden” networking boom could matter more than GPUs in 2026

New York, Jan 20, 2026, 07:35 (EST) Nvidia’s market cap has surged to roughly $4.5 trillion, leading data outlets to stack it up against entire countries. This underscores the intense focus of investment on AI infrastructure. (Visual Capitalist) Nvidia’s valuation isn’t driven solely by chip sales. It’s also expanding into rack-scale systems—pre-built, data-center-sized units—and growing its high-margin networking hardware segment. (Nasdaq) At CES 2026, Nvidia CFO Colette Kress said the “attach rate” — the share of customers buying Nvidia AI systems who also grab its networking gear — is closing in on 90%. This signals a shift in Nvidia’s growth,
20 January 2026
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Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Asus freezes Zenfone and ROG Phone plans: no new smartphones in 2026 as AI work ramps up

Taipei, Jan 20, 2026, 19:03 (GMT+8) Asustek Computer Inc’s Asus brand is halting the launch of new smartphone models, redirecting its phone development efforts to AI-centric hardware, chairman Jonney Shih revealed at a Taipei event. (INSIDE) The shift leaves two niche Android lines — Zenfone and the gaming-focused ROG Phone — hanging in uncertainty. Android, Google’s mobile OS, powers most devices outside of Apple’s ecosystem. This matters now as the smartphone market has consolidated around a handful of major players, with hardware companies shifting focus to AI devices that fall outside the typical phone upgrade cycle. Shih told reporters the
20 January 2026
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Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

Meta stock stuck near $620 as AI spending worries flare again ahead of earnings

NEW YORK, Jan 20, 2026, 05:58 EST Meta Platforms shares hovered around $620 in early trading Tuesday, marking a drop of roughly 20% from recent peaks as investors debated the returns on its AI infrastructure investments. The debate comes right before Meta’s upcoming earnings report, where investors will likely probe the pace of its spending and the specifics behind it. Meta plans to announce its fourth-quarter and full-year 2025 results after markets close on Jan. 28. (Meta) Meta’s guidance hasn’t eased worries much. In prepared comments for its latest quarterly report, CFO Susan Li projected 2025 capital expenditures—covering long-term investments
20 January 2026
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Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

Goldman holds $655 Microsoft target as AI data-center power costs loom before earnings

NEW YORK, Jan 20, 2026, 05:04 EST Goldman Sachs stuck with its Buy rating on Microsoft (MSFT), holding the price target steady at $655 — a projection of where the stock could land in the next year. The bank factored in rising electricity costs linked to Microsoft’s AI expansion. Shares slipped about 1.7% in premarket trading, leaving the target roughly 42% above the last close.https://www.investing.com/news/analyst-ratings/microsoft-stock-price-target-maintained-at-655-by-goldman-sachs-93CH-4454081https://stockanalysis.com/stocks/msft/ The call comes just before Microsoft’s fiscal second-quarter results, set for release after the market closes on Jan. 28. Investors are keen to see if Azure’s growth can offset the rising expenses of its data
20 January 2026
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Trump’s Truth Social ‘America First’ ETFs hit NYSE as Trump Media’s new investing push draws scrutiny

Trump’s Truth Social ‘America First’ ETFs hit NYSE as Trump Media’s new investing push draws scrutiny

New York, Jan 20, 2026, 02:23 EST Trump Media & Technology Group is raising fresh conflict-of-interest questions by launching investment products under the Truth Social brand, broadening its reach beyond social media and streaming into finance. The timing matters because these products connect a sitting president’s name and platform to vehicles accepting outside funding. Critics warn this might create a new channel for investors seeking influence. The White House rejects claims that Trump’s business activities present any conflicts. An exchange-traded fund, or ETF, bundles assets and trades on an exchange just like a stock. A separately managed account, or SMA,
20 January 2026
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Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Xi’an ESWIN Material stock price rises in Shanghai trade as chip names stay in play

Shanghai, Jan 20, 2026, 10:22 (CST) — Regular session Shares of Xi’an ESWIN Material Technology Co., Ltd. (688783) climbed 1.38% to 27.11 yuan in Shanghai’s morning session, starting off at 26.30 yuan. The stock peaked at 27.60 yuan and dipped to 26.30 yuan during the trading period. ESWIN Material specializes in 12-inch silicon wafers—polished, epitaxial, and test types—essential for chip manufacturing. (ttm.financial) The gains come amid ongoing jitters in China’s onshore market, where regulators are cracking down on fast-money trading after several sharp, theme-driven swings. The China Securities Regulatory Commission has ordered brokers to pull client-dedicated servers from exchange data
20 January 2026
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Nanya Technology stock price hits limit-down in Taipei as traders digest DRAM call

Nanya Technology stock price hits limit-down in Taipei as traders digest DRAM call

Taipei, Jan 20, 2026, 09:15 (GMT+8) — Regular session Taiwan DRAM maker Nanya Technology Corp (2408.TW) kicked off Tuesday trading at its limit-down price of T$247.50, hitting the market’s 10% daily drop ceiling. About 5,800 lots were up for grabs at that level. The TAIEX benchmark slipped 0.6%. Even with the steep drop, Nanya’s shares have climbed roughly 15% over the past five sessions. (鉅亨網) Nanya’s shares plunged after the company reported a fourth-quarter net profit of T$11.083 billion, with a gross margin sitting at 49%. The jump was driven by a more than 30% rise in average selling prices
20 January 2026
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Infineon stock slides 3% as Trump’s Greenland tariff threat rattles auto suppliers

Infineon stock slides 3% as Trump’s Greenland tariff threat rattles auto suppliers

Frankfurt, Jan 20, 2026, 01:41 CET — The market has closed. Infineon Technologies shares slipped 3.09%, ending Monday at 40.635 euros on Xetra. The chipmaker is set to report its next earnings on Feb. 4. (Investing.com) This shift is significant since Infineon occupies a central spot in Europe’s auto supply chain. When carmakers falter, suppliers usually feel the impact before anyone else. Tariff concerns intensified as investors scrambled to gauge how fresh U.S. import duties might hit European exports — and the demand projections tied to them. On Monday, a report claimed Trump announced tariffs targeting eight European nations over
20 January 2026
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Microchip (MCHP) stock back in focus after PolarFire FPGA update, with earnings next

Microchip (MCHP) stock back in focus after PolarFire FPGA update, with earnings next

New York, Jan 19, 2026, 7:53 PM EST — Market closed. Microchip Technology’s shares ended Friday up 0.3% at $74.70, just before the U.S. markets closed Monday for a holiday. The Nasdaq-listed chipmaker saw roughly 7.0 million shares change hands in the last session heading into Tuesday. (Microchip Technology Incorporated) The gap is crucial since responses to company news, sector shifts, or new positioning can only happen at the next open. Traders have been quick to offload gains in hardware stocks whenever headlines fail to spark immediate demand. Microchip announced Monday an expansion of its PolarFire smart embedded video ecosystem.
20 January 2026
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MediaTek stock price: Taiwan chipmaker in focus before open after 1.3% drop

MediaTek stock price: Taiwan chipmaker in focus before open after 1.3% drop

Taipei, Jan 20, 2026, 08:27 GMT+8 — Premarket MediaTek Inc (2454.TW) kicked off Tuesday under the spotlight, following a 1.33% drop in the previous session to close at T$1,485. The stock is trailing as the broader market nears new highs. On Monday, shares fluctuated between T$1,465 and T$1,510, with roughly 5.9 million shares traded. (StockAnalysis) Taiwan’s tech-laden benchmark remains on a hot streak, making that underperformance all the more significant. The TWSE Capitalization Weighted Stock Index hit 31,827.39 before closing Monday at 31,639.29. This keeps the spotlight on major index players to “justify” their premium valuations ahead of upcoming earnings
20 January 2026
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Stock Market Today

South32 share price drops 4% in ASX rout — what investors watch before results

South32 share price drops 4% in ASX rout — what investors watch before results

7 February 2026
South32 shares fell 4.1% to A$4.41 Friday as Australian miners dropped in the worst ASX session since April 2025. The S&P/ASX 200 lost 2%, erasing almost A$70 billion in value. South32’s half-year results and interim dividend decision are set for Feb. 12. Markets reopen Monday with investors watching for further volatility.
Wesfarmers share price: what to watch on ASX next week as results loom

Wesfarmers share price: what to watch on ASX next week as results loom

7 February 2026
Wesfarmers shares closed down 1.33% at A$85.04 on Friday, following a sharp drop in the S&P/ASX 200, which fell 2% for its steepest one-day loss in 10 months. Investors are watching for Australia’s household spending data next week and Wesfarmers’ half-year results due Feb. 19.
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