Rockchip stock watch: 603893 heads into Jan. 27 AI ecosystem event after a Friday dip

Rockchip stock watch: 603893 heads into Jan. 27 AI ecosystem event after a Friday dip

SHANGHAI, Jan 26, 2026, 08:45 (GMT+8) — Premarket

  • Shares of Rockchip Electronics fell 1.3% to close at 191.50 yuan, ahead of trading in Shanghai on Monday
  • All eyes are on the company’s AI software ecosystem conference in Fuzhou on Jan. 27, where investors expect updates on products and partnerships
  • Also drawing attention this week: global chip news and the U.S. Federal Reserve’s upcoming decision

Rockchip Electronics Co., Ltd. (603893.SS) enters Monday’s trading after slipping 1.34% to close at 191.50 yuan in the previous session. The stock fluctuated between 189.50 and 194.50 yuan during that day, per Investing.com data. (Investing)

Rockchip’s AI software ecosystem conference is coming up on Jan. 27. Traders will be watching for any signs that could change the narrative around “edge” AI — that is, running large models directly on devices instead of relying on remote data centres.

This is significant as the group is growing uneasy over geopolitics and supply-chain news. Nvidia awaits Beijing’s call on whether its H200 AI chip can be sold in China. Reuters reported that Chinese officials have instructed customs to block the chip from entering the country. (Reuters)

Rockchip’s chart has been volatile. The stock surged almost 4% on Jan. 21 but dropped over the next two sessions, according to Sohu data. (Sohu Stock)

Rockchip’s event preview flagged the Fuzhou conference as centered on AIoT — artificial intelligence tailored for connected devices. The company also plans to roll out updates on its RK182X AI coprocessor series. (Rock Chips)

Rockchip, known for its intelligent application processors and other system-on-chip (SoC) semiconductors, is often seen by investors as a barometer for domestic demand for AI-capable devices, according to its Reuters profile. (Reuters)

Macro remains unpredictable this week. The U.S. Federal Reserve will reveal its rate decision on Jan. 29, following a Jan. 27–28 meeting. Markets are on edge, ready for any changes in guidance that might sway global tech risk appetite. (BJD News)

That said, the setup works both ways. A big event can quickly flip into a “sell-the-news” scenario if it stirs buzz but lacks concrete commercial breakthroughs. Plus, shifts in global chip sentiment tend to ripple through China’s AI stocks without delay.

Monday’s open will reveal if buyers jump in early, gearing up for Tuesday, or if last week’s dip drags in more short-term sellers.

Investors are zeroing in on a couple of key dates: Rockchip’s conference on Jan. 27 for any customer or partner news, then the Fed’s decision on Jan. 29. Rockchip is set to release its earnings on Apr. 15, according to TradingView data. (TradingView)

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