Today: 7 February 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

JCET Group Class A Stock at 49 Yuan: Monday Open Tests January Chip-Packaging Rally

JCET Group Class A Stock at 49 Yuan: Monday Open Tests January Chip-Packaging Rally

JCET shares closed at 49.02 yuan Friday, capping a volatile week and a 33% year-to-date gain. The company announced progress in co-packaged optics, delivering a silicon photonic engine sample to a client. Advanced packaging stocks have surged, while China’s central bank prepares major liquidity moves this week. JCET fell 0.77% Friday, diverging from some peers’ gains.
26 January 2026
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China Resources Microelectronics stock: what traders watch before Shanghai opens after Friday’s bounce

China Resources Microelectronics stock: what traders watch before Shanghai opens after Friday’s bounce

China Resources Microelectronics shares closed Friday up 1.5% at 65 yuan, nearing the top of their recent range after a turbulent week. Margin traders cut exposure, with net margin-financing repayment hitting 68.1 million yuan on Jan. 23. The stock surged 13% on Jan. 16 before dropping 6% three days later. Investors await Beijing’s decision on AI chip imports and the company’s annual report schedule.
26 January 2026
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Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell stock price: 300751.SZ in focus after a 20% limit-up on China’s “space photovoltaics” trade

Suzhou Maxwell Technologies surged 20% to 324.36 yuan Friday, hitting the daily limit on Shenzhen’s ChiNext board amid renewed interest in “space photovoltaics” after Elon Musk’s Davos remarks. Turnover reached 26.02 billion yuan. A shareholder selling window opens Jan. 29, with plans to offload up to 1.94% of shares. Traders are watching Monday’s open for further moves.
26 January 2026
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Rambus stock takes a 7.6% hit ahead of the RMBS earnings test — what to watch next

Rambus stock takes a 7.6% hit ahead of the RMBS earnings test — what to watch next

Rambus shares fell 7.6% to $115.31 Friday, trading as low as $113.13 amid a broader chip sector selloff after Intel’s 17% drop. The Philadelphia Semiconductor Index lost 1.2%. Rambus will report earnings Feb. 2. Investors are watching for signs of demand shifts and revenue consistency as volatility persists.
26 January 2026
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Amkor stock slides 5% into Monday as chip mood turns — here’s what to watch next

Amkor stock slides 5% into Monday as chip mood turns — here’s what to watch next

Amkor Technology shares fell 5.2% to $49.71 Friday, tracking a broader chip sector slump after Intel’s weak outlook. The drop came ahead of the Federal Reserve’s Jan. 28 rate decision and a wave of Big Tech earnings. Amkor will report fourth-quarter and full-year results on Feb. 9. The company is expanding its Arizona facility, raising investment to $7 billion.
26 January 2026
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Piotech Class A stock in focus: Friday jump, Big Fund trim and Monday meeting ahead

Piotech Class A stock in focus: Friday jump, Big Fund trim and Monday meeting ahead

Piotech shares closed Friday at 376.03 yuan, up 3.3%, after the National Integrated Circuit Industry Investment Fund cut its stake to 16.86% via block trades. Shareholders meet Jan. 26 in Shenyang to vote on board changes, including a new director. The fund’s share sale remains unfinished. Traders are watching for further selling and the stock’s reaction when Shanghai reopens Monday.
26 January 2026
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Winbond stock price: Taiwan’s 2344 faces a key week as trading curbs near expiry

Winbond stock price: Taiwan’s 2344 faces a key week as trading curbs near expiry

Winbond closed at T$103, down 1.4% after volatile trading, and remains under Taiwan Stock Exchange disposal curbs through Jan. 26. The company reported December revenue of NT$9.77 billion, up 53% year-on-year. Traders are watching AI-driven memory demand and possible impacts on legacy chips. Winbond recently ordered NT$6.81 billion in production equipment from Lam Research.
26 January 2026
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Tower Semiconductor (TSEM) stock slips as chip sector cools — what to watch before the Fed and Feb. 11 earnings

Tower Semiconductor (TSEM) stock slips as chip sector cools — what to watch before the Fed and Feb. 11 earnings

Tower Semiconductor closed Friday at $128.62, down about 1% after fluctuating between $124.00 and $129.90 on volume of 1.15 million shares. The PHLX Semiconductor Sector index fell 1.21% as Intel’s weak outlook rattled chip stocks. Investors await the Fed’s Jan. 28 decision and Tower’s earnings report on Feb. 11.
26 January 2026
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Samsung Electro-Mechanics stock price holds before Seoul open after Friday’s 3.9% drop as AI demand stays in focus

Samsung Electro-Mechanics stock price holds before Seoul open after Friday’s 3.9% drop as AI demand stays in focus

Samsung Electro-Mechanics shares were unchanged at 272,000 won before Monday’s open, after falling 11,000 won on Friday. Hana Securities raised its target price to 340,000 won, citing demand for AI servers and automotive electronics. The company posted record 2025 revenue and expects growth in high-end chip substrates and MLCCs to continue. No pre-market trades were recorded as of 08:59 KST.
26 January 2026
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VeriSilicon stock (688521) faces Monday test after AI-order surge flags sharper 2025 rebound

VeriSilicon stock (688521) faces Monday test after AI-order surge flags sharper 2025 rebound

VeriSilicon shares closed Friday at 206.60 yuan, up 1.35%. The company forecasts 2025 revenue of 3.15 billion yuan, a 35.8% rise, and a narrowed net loss of 449 million yuan. AI-compute orders made up over 73% of new business, with data-processing revenue up more than 95%. Investors are watching if the 5.08 billion yuan backlog will turn into profits as earnings season begins.
26 January 2026
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ESWIN Material (688783) stock: China’s wafer maker back in focus before Shanghai opens

ESWIN Material (688783) stock: China’s wafer maker back in focus before Shanghai opens

Xi'an ESWIN Material Technology closed at 26.66 yuan Friday, up 1.18%, ahead of its first full-year results as a public company. The firm projected 2025 revenue of 2.65 billion yuan but expects a net loss of 738 million yuan, citing high fixed costs and slow order growth. ESWIN’s audited annual report is due April 21, with a 20.56 million share lock-up expiring April 28.
26 January 2026
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LONGi stock hits limit-up in China solar surge; Musk’s Davos solar talk puts Monday in play

LONGi stock hits limit-up in China solar surge; Musk’s Davos solar talk puts Monday in play

LONGi Green Energy’s Shanghai A-shares surged 10.01% to 19.35 yuan, hitting the daily limit on strong volume ahead of Monday’s open. The rally follows renewed interest in “space solar” after Elon Musk’s Davos comments, despite LONGi forecasting a 2025 net loss of up to 6.5 billion yuan. The sector continues to face low prices, oversupply, and rising costs. Traders await Monday’s auction to gauge momentum.
26 January 2026
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Stock Market Today

GSK share price set for Monday watch after EU clears Nucala COPD use

GSK share price set for Monday watch after EU clears Nucala COPD use

7 February 2026
GSK shares closed Friday up 0.83% at a 52-week high after the EU approved Nucala for certain uncontrolled COPD patients. Insider filings showed chairman Jonathan Symonds bought 2,500 shares while executive David Redfern sold 100,000. The FTSE 100 rose 0.6%. Broker ratings on GSK remained mixed.
Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

Aye Finance IPO: Rs 454-crore anchor haul follows valuation cut below last round

7 February 2026
Aye Finance raised Rs 454.5 crore from 19 anchor investors ahead of its Feb 9 IPO, pricing shares at the top of a Rs 122–129 range. The company’s profit fell 40% to Rs 64.3 crore in the six months to September as bad loans rose to 4.85%. The IPO values Aye at about Rs 3,200 crore, below its last private round. Major investors include Nippon Life India and Goldman Sachs funds.
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