Today: 8 February 2026
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VeriSilicon (688521.SH) A-shares climb as China posts 5% 2025 GDP and PBOC easing kicks in

VeriSilicon (688521.SH) A-shares climb as China posts 5% 2025 GDP and PBOC easing kicks in

VeriSilicon shares rose 3.0% to 183.4 yuan in Shanghai by 9:57 a.m. Monday, with turnover at 1.2 billion yuan. China reported 5% GDP growth for 2025, matching its target, while the central bank cut rates on structural tools and expanded tech lending. The U.S. imposed a new 25% tariff on some advanced chips. Investors await the PBOC’s loan prime rate decision on Jan. 20.
19 January 2026
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Samsung Electro-Mechanics stock dips as 009150 swings near 52-week high ahead of earnings

Samsung Electro-Mechanics stock dips as 009150 swings near 52-week high ahead of earnings

Samsung Electro-Mechanics shares slipped 0.17% to 289,000 won by late morning in Seoul, after hitting a 52-week high earlier in the session. The move came as the Kospi hovered near record levels and investors awaited the company’s Jan. 23 earnings. South Korea is seeking favorable terms on new U.S. tariffs targeting AI chips, raising policy risk for the tech sector.
19 January 2026
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Piotech Class A stock slips in Shanghai as tech rally cools and GDP looms

Piotech Class A stock slips in Shanghai as tech rally cools and GDP looms

Piotech Class A shares fell 2.2% to 377.13 yuan in Shanghai’s morning session, after opening at 385.68 yuan and nearing their 52-week high. The drop came as Asian stocks slipped following U.S. tariff threats against Europe. Piotech, a chip equipment maker, will hold a shareholders meeting Jan. 26 to appoint a director and adjust board roles. Investors must register by Jan. 19 to vote.
19 January 2026
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Xi’an ESWIN Material (688783) jumps in early trade — here’s what’s driving the move

Xi’an ESWIN Material (688783) jumps in early trade — here’s what’s driving the move

Xi’an ESWIN Material’s A-shares rose 2.4% to 27.51 yuan in early Shanghai trading Monday, after closing last session up 4.7%. The stock, listed in October at 8.62 yuan, has gained about 219% since its IPO. Chip materials and equipment stocks showed mixed moves, with a key sector ETF down 0.5%. ESWIN’s 2025 annual report is scheduled for April 21.
19 January 2026
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Winbond Electronics stock price jumps as Morgan Stanley target hike fuels Taiwan memory rally

Winbond Electronics stock price jumps as Morgan Stanley target hike fuels Taiwan memory rally

Winbond shares surged nearly 8% in early Taipei trading Monday, hitting NT$117 after Morgan Stanley raised its target price to NT$130, citing tighter supply in older memory chips. Trading volume dropped to 25.4 million shares. Powerchip jumped almost 10% after Micron announced a $1.8 billion fab acquisition in Taiwan. Investors await Nanya Technology’s earnings call later in the day.
19 January 2026
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OmniVision stock price in focus as China GDP looms and a bond decision lands on 603501

OmniVision stock price in focus as China GDP looms and a bond decision lands on 603501

OmniVision Integrated Circuits Group Class A shares closed at 130.83 yuan in Shanghai, up 1.84% Friday. The company said it will not reduce the conversion price on its convertible bond for now. Investors await China’s GDP and December data due Monday, which could move chip stocks. OmniVision recently raised HK$4.8 billion in a Hong Kong listing, planning to spend most on R&D.
19 January 2026
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Suzhou TFC Optical Communication (300394.SZ) stock in focus as China tightens margin rules and broker note flags “AI optics” shift

Suzhou TFC Optical Communication (300394.SZ) stock in focus as China tightens margin rules and broker note flags “AI optics” shift

Suzhou TFC Optical Communication shares closed up 2.2% at 198 yuan ahead of Monday’s open, following a broker note highlighting demand for optical components in AI data centers. New rules raising minimum margin requirements for fresh financing contracts take effect Jan. 19, increasing cash needed for leveraged trades. Two TFC executives completed a share sale of 80,000 shares by Jan. 12. Traders are watching if TFC can hold gains under tighter margin rules.
19 January 2026
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Fabrinet stock (FN) heads into MLK Day pause: what investors watch next week

Fabrinet stock (FN) heads into MLK Day pause: what investors watch next week

Fabrinet shares fell 0.7% to $494.45 in Friday’s U.S. session, with about 497,000 shares traded. U.S. markets close Monday for Martin Luther King Jr. Day, resuming Tuesday ahead of Thursday’s key PCE inflation report. The company last reported record Q1 revenue and forecast Q2 revenue of $1.05–$1.10 billion. Investors are watching for volatility after the holiday and the Fed’s Jan. 27–28 policy meeting.
19 January 2026
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STMicroelectronics stock price: STM shares brace for Europe open after fresh tariff shock

STMicroelectronics stock price: STM shares brace for Europe open after fresh tariff shock

STMicroelectronics shares closed at 24.31 euros, down 0.3% Friday as U.S.-Europe trade tensions intensified. President Trump threatened new tariffs on eight European countries, prompting Europe to consider 93 billion euros in retaliatory measures. STMicro will report Q4 and full-year 2025 earnings on Jan. 29. Traders remain alert to any escalation that could impact chip stocks and supply chains.
19 January 2026
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First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar shares closed nearly flat at $243.73 on Friday, with about 2 million shares traded. U.S. markets will be closed Monday for Martin Luther King Jr. Day, delaying updates until Tuesday. Traders weighed new tariff threats and interest-rate outlooks, sending S&P 500 futures down 0.9% overnight. Activity in solar stocks was muted ahead of the holiday.
19 January 2026
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Stock Market Today

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

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

8 February 2026
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.
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

8 February 2026
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.
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

8 February 2026
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.
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