Today: 8 February 2026
Subscribe
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near
····
8 February 2026
by

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Read More
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next
·

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
8 February 2026
by
Read More
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
8 February 2026
··
LONGi Green Energy stock in focus: 1.65 bln yuan patent fee signals higher costs as China solar outlook softens

LONGi Green Energy stock in focus: 1.65 bln yuan patent fee signals higher costs as China solar outlook softens

LONGi Green Energy’s Shanghai A-shares closed up 0.7% at 18.36 yuan on Friday after a 1.65 billion yuan BC solar patent licensing deal was disclosed this week. The agreement, involving Aiko Solar and Maxeon, set a price for key solar IP as industry forecasts point to a drop in China’s 2026 new solar installations.
8 February 2026
····
OmniVision Class A stock: Hong Kong greenshoe adds shares as stabilisation ends — what to watch next week

OmniVision Class A stock: Hong Kong greenshoe adds shares as stabilisation ends — what to watch next week

OmniVision Integrated Circuits Group issued 4.94 million extra H shares at HK$104.80 each after underwriters partially exercised an over-allotment option, raising HK$511.2 million. The new shares begin trading in Hong Kong on Feb. 11. The stabilisation period ended Feb. 6. OmniVision’s Shanghai shares closed at 115.95 yuan on Friday, down 1.43%.
8 February 2026
·
Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

·
8 February 2026
Hua Hong Semiconductor’s Shanghai-listed shares fell 0.6% to 130.26 yuan Friday, down 16% for the week. Shareholders will vote Feb. 10 on an acquisition and share issuance plan, with a board meeting set for Feb. 12 to review unaudited quarterly results. The company aims to buy nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan, funded by new shares and a private placement.
Read More
First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
8 February 2026
··
GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries shares rose 4.7% to $42.91 Friday as chip stocks rebounded, tracking a surge in the PHLX semiconductor index and renewed bets on AI-driven demand. The company reports earnings Feb. 11, with analysts watching for updates on pricing and wafer shipment volumes. The Semiconductor Industry Association forecast global chip sales could hit $1 trillion in 2026.
8 February 2026
···
UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

········
8 February 2026
UMC’s U.S.-listed shares closed Friday at $10.06, up 0.9%, after Amazon and Alphabet signaled higher AI infrastructure spending. The Philadelphia semiconductor index jumped 5.7% and Nvidia gained 7.8%. UMC’s Taipei shares ended at NT$61.90. Investors await U.S. inflation and jobs data on Feb. 13 and UMC’s next sales update on March 5.
Read More
Nanya Technology stock slides into Taiwan’s Lunar New Year shutdown — what investors watch next

Nanya Technology stock slides into Taiwan’s Lunar New Year shutdown — what investors watch next

·
8 February 2026
Nanya Technology shares fell 4% to T$264 on Friday, extending a five-day slide as Taiwan traders cut risk ahead of the Lunar New Year break. The TAIEX closed down 18.35 points at 31,782.92. Nanya’s January sales jumped 27% from December, but memory-chip stocks faced pressure amid global supply concerns and rising costs. Trading pauses after Feb. 11, resuming Feb. 23.
Read More
Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

·
8 February 2026
Suzhou TFC Optical closed up 0.4% at 252.97 yuan Friday after heavy trading and sharp swings, ranking as the No. 2 most-traded Shenzhen stock via Stock Connect. Margin financing and securities lending fell, with net margin selling of 419 million yuan. Shanghai and Shenzhen markets will close Feb. 16–23 for the Spring Festival. The company expects 2025 net profit to rise 40–60% year-on-year.
Read More
GigaDevice Semiconductor stock price: What to watch for 603986 A-shares as memory crunch bites

GigaDevice Semiconductor stock price: What to watch for 603986 A-shares as memory crunch bites

·
8 February 2026
GigaDevice Semiconductor’s Class A shares closed at 276.17 yuan in Shanghai, down 0.6% Friday. The company faces a Feb. 11 shareholder vote on related-party transaction limits and an overseas auditor. Investors are watching for fallout from the global memory-chip shortage, which has pushed prices higher across the supply chain. GigaDevice’s shares have nearly doubled over the past year.
Read More
Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

··
8 February 2026
Sungrow closed at 144.50 yuan, down 1.03%, after stating it has no plans in the commercial space sector. Mainland China trading resumes Monday, with Spring Festival closures set for Feb. 15–23. Major funds were net sellers of 5.46 billion yuan on Feb. 6. The Shenzhen-listed solar firm remains under scrutiny as investors await further filings before the holiday.
Read More
MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week

MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week

·
8 February 2026
Monolithic Power Systems shares surged 6.4% to $1,229.82 Friday, hitting a new 52-week high after raising its dividend to $2.00 and forecasting first-quarter revenue of $770 million to $790 million. CEO Michael Hsing filed a Rule 144 notice for 3,082 shares. CFO Bernie Blegen will retire after the 2025 annual report, with Rob Dean named interim CFO. Fourth-quarter revenue rose 20.8% to $751.2 million.
Read More
Microchip Technology stock price: MCHP heads into Monday after earnings outlook and mixed analyst calls

Microchip Technology stock price: MCHP heads into Monday after earnings outlook and mixed analyst calls

··
8 February 2026
Microchip Technology shares fell 2.6% to $76.01 Friday after its outlook and analyst reactions disappointed some investors. The company reported fiscal Q3 net sales up 15.6% to $1.186 billion and guided March-quarter sales to $1.24–$1.28 billion. A global memory shortage has disrupted orders, and analysts remain split on recovery prospects. BlackRock disclosed a 10% stake as of Jan. 31.
Read More
Renesas stock price jumps again as $3 billion SiTime deal keeps traders hooked on 6723

Renesas stock price jumps again as $3 billion SiTime deal keeps traders hooked on 6723

··
8 February 2026
Renesas shares closed at 2,957.5 yen on Friday, up 6.9% after announcing a $3 billion cash-and-stock deal to transfer its timing business to SiTime, with closing targeted by end-2026. Renesas forecast March-quarter revenue of 367.5–382.5 billion yen and a 58.5% gross margin. The company reported 2025 revenue of 1.32 trillion yen and a non-GAAP profit of 329.3 billion yen.
Read More
Moore Threads (688795) share price in focus after Pony.ai tie-up as China market reopens

Moore Threads (688795) share price in focus after Pony.ai tie-up as China market reopens

··
8 February 2026
Moore Threads’ Shanghai-listed shares closed up 0.45% at 536.99 yuan on Feb. 6 after announcing a strategic cooperation with Pony.ai on autonomous driving compute. Pony.ai plans to use Moore Threads’ MTT S5000 cards for L4 system training and targets over 3,000 Robotaxis by end-2026. Investors await further deal details as the market reopens Monday.
Read More
NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

··
8 February 2026
NXP Semiconductors shares closed up 1% at $224.32 Friday after subsidiaries amended a $3 billion revolving credit deal with Barclays, maturing in 2031. The PHLX semiconductor index surged 5.7% as chip stocks rallied on AI spending signals from Amazon and Alphabet. NXP’s gain lagged peers like Monolithic Power, which rose 6.4%. Investors await U.S. jobs and inflation data next week.
Read More
Coherent (COHR) stock heads into Monday after 9% jump on Texas chip grant and analyst target hikes

Coherent (COHR) stock heads into Monday after 9% jump on Texas chip grant and analyst target hikes

···
8 February 2026
Coherent shares closed up 8.8% at $227.68 Friday after Texas awarded a $14.1 million semiconductor grant for its indium phosphide wafer project. JPMorgan and Stifel raised price targets following strong quarterly results and guidance. The company reported a 17% revenue gain to $1.69 billion. Shares rebounded sharply after volatile trading earlier in the week.
Read More
Cambricon Class A stock price dips again: what to watch next for China AI chip name 688256

Cambricon Class A stock price dips again: what to watch next for China AI chip name 688256

·
8 February 2026
Cambricon Technologies shares closed at 1,036.99 yuan in Shanghai on Friday, down 2.02%, with volume at about 8 million shares. The stock has fallen roughly 16.5% since Feb. 2 after sharp declines earlier in the week. Investors await the company’s next earnings report, due March 13, for confirmation of its forecasted profit turnaround. Cambricon is valued at about 437.28 billion yuan.
Read More
Infineon stock in focus after Friday rise as reports flag April price hikes for power chips

Infineon stock in focus after Friday rise as reports flag April price hikes for power chips

·
8 February 2026
Infineon shares closed up 1.5% at 42.04 euros Friday on Xetra after reports the company plans April price hikes on some power products. TrendForce said the increases, citing tight supply and higher costs, would apply from April 1. The Feb. 12 record date and Feb. 19 annual meeting are next for shareholders. UBS raised its price target to 47 euros, citing stronger margins.
Read More
TE Connectivity stock jumps 3.5% into the weekend — what to watch for TEL next week

TE Connectivity stock jumps 3.5% into the weekend — what to watch for TEL next week

··
8 February 2026
TE Connectivity (NYSE: TEL) closed Friday up 3.46% at $215.91, rebounding after a 3.29% drop Thursday, but remains 5% lower for the week and 14% below its 52-week high. The company expects to close a $750 million senior notes offering on Monday and pay a $0.71 dividend March 13. Investors await Friday’s U.S. CPI report, seen as a key market driver.
Read More
Qualcomm stock holds near $137 as memory-chip crunch bites — what QCOM investors watch next week

Qualcomm stock holds near $137 as memory-chip crunch bites — what QCOM investors watch next week

··
8 February 2026
Qualcomm shares rose 0.8% to $137.34 Friday as traders watched a memory-chip shortage squeezing handset makers. CFO Akash Palkhiwala sold 3,333 shares under a preset plan, according to an SEC filing. The company forecast Q2 revenue of $10.2–$11.0 billion, factoring in supply constraints. Investors await signals on smartphone build plans and potential iPhone price changes.
Read More
MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

·
8 February 2026
MediaTek shares closed down 3.4% at NT$1,710 on Friday in Taipei, with 11.8 million shares traded before the market shut for the weekend. The company said it will double investment in data-center chips and advanced packaging, while warning of rising supply chain costs. Fourth-quarter sales rose 8.8% to NT$150.2 billion, but net income slipped 3.6%. Investors face uncertainty ahead of the Lunar New Year break and a weaker tech sector mood.
Read More
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

·
8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
Read More
Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

··
8 February 2026
Zhongji Innolight closed down 3.9% at 540.01 yuan in Shenzhen on Friday, with turnover at 17.91 billion yuan. The company forecast 2025 net profit of 9.8–11.8 billion yuan, up as much as 128%, citing strong demand for high-speed products. Executives said most customer orders are booked through late 2026, but flagged tight supply of some optical chips. Zhongji reports earnings March 31 after shares dropped 12% from December highs.
Read More
Analog Devices stock price lags AI-fueled chip rebound — what investors watch next week

Analog Devices stock price lags AI-fueled chip rebound — what investors watch next week

·····
8 February 2026
Analog Devices director Ray Stata sold 6,250 shares for $312.70–$326.59 each on Feb. 4–5, according to an SEC filing. ADI shares closed at $320.45, down 0.5% Friday. U.S. payrolls data is due Feb. 11, CPI on Feb. 13, and ADI reports fiscal Q1 results Feb. 18. Texas Instruments fell 1.2%, while NXP Semiconductors rose 1%.
Read More
Go toTop