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NASDAQ:SMTC News 7 July 2025 - 2 February 2026

Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now

Semtech shares surged 9.4% to $87.21 by midday Monday, hitting a new 52-week high of $88.59. Trading volume topped the 30-day average as the stock outpaced a 3% gain in the broader semiconductor index. The jump followed last week’s launch of new AirLink 5G “RedCap” routers targeting industrial IoT markets. Investors are watching for updates at DistribuTECH 2026 in San Diego this week.
2 February 2026
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Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT Market 2025 Forecast: Inside the $1 Trillion Tech Revolution

Global IoT spending in 2025 is projected to approach $1 trillion, up from $805.7 billion in 2023. By 2025, the number of connected IoT devices is expected to reach 27 billion, rising to over 40 billion by 2030. Manufacturing is the leading IoT vertical by spending, with 2023 top use cases including manufacturing operations at $73 billion and production asset management at $68 billion. The IoT in healthcare market was about $72 billion in 2020 and is projected to grow to $446.5 billion by 2028 at a 25.9% CAGR. The automotive IoT market is projected to reach over $190 billion
7 July 2025
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Stock Market Today

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
TAIPEI, Feb 8, 2026, 10:00 (GMT+8) — Market closed. United Microelectronics Corp’s U.S.-listed shares closed Friday higher and start the week near $10, after a late bounce across semiconductor stocks. The stock ended at $10.06, and is about 21% below its 52-week high of $12.68. (Investing.com) With markets shut over the weekend, investors are lining up what comes next: U.S. data, chip-equipment earnings, and any fresh signal on whether the AI spending wave is still rising. Capital expenditures, or capex, are simply money spent on equipment and new capacity — and they can move chip demand fast. Friday’s turn came
Montage Technology Class A stock slides — traders now fixate on its Hong Kong debut

Montage Technology Class A stock slides — traders now fixate on its Hong Kong debut

8 February 2026
Montage Technology’s Shanghai-listed shares fell 2.74% to 163.54 yuan Friday, extending losses before its Hong Kong debut. The company priced its H-share sale at HK$106.89, raising about HK$6.90 billion. Hong Kong’s public tranche was 707 times subscribed. In grey market trading, shares traded around HK$152.5, 43% above the offer price.
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.
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