Today: 4 March 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.

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
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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

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.
8 February 2026
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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
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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
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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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

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.
8 February 2026
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