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Stock Market News 18 January 2026

Suzhou TFC Optical Communication (300394.SZ) stock: CPO buzz lifts shares, traders eye Monday follow-through

Suzhou TFC Optical Communication (300394.SZ) stock: CPO buzz lifts shares, traders eye Monday follow-through

Suzhou TFC Optical Communication shares closed up 2.23% at 198.00 yuan Friday, outperforming the ChiNext Index, which slipped 0.2%. The gain followed a surge in China’s co-packaged optics sector after J.P. Morgan projected Google TPU chip shipments to reach 3.7 million units by 2026. Mainland markets are closed for the weekend. TFC’s next earnings report is due April 23.
OmniVision Integrated Circuits (603501) stock: the convertible-bond call setting up Monday’s trade

OmniVision Integrated Circuits (603501) stock: the convertible-bond call setting up Monday’s trade

OmniVision’s Class A shares closed up 1.84% at 130.83 yuan in Shanghai on Friday. The company said it will not lower the conversion price on its “Weier” convertible bond, keeping it at 159.38 yuan per share until at least July 15, despite hitting a reset trigger. Investors are watching for dilution risk and funding pressures as the stock reopens Jan. 19.
18 January 2026
Hua Hong Semiconductor Class A shares jump to 140 yuan — but a margin-rule shift is the next test

Hua Hong Semiconductor Class A shares jump to 140 yuan — but a margin-rule shift is the next test

Hua Hong Semiconductor’s Shanghai-listed shares closed up 6.9% at 140 yuan, near a 52-week high, valuing the company at about 184 billion yuan. China’s chip stocks outperformed as traders eyed Jan. 19, when exchanges will raise margin requirements for leveraged stock buys. Hua Hong plans to acquire nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan in new shares, pending approvals.
Giga Device Semiconductor Class A stock hits limit-up in Shanghai as memory-price bets build into Monday

Giga Device Semiconductor Class A stock hits limit-up in Shanghai as memory-price bets build into Monday

GigaDevice Semiconductor’s Shanghai shares surged 10% to 280.46 yuan Friday, hitting their daily limit on heavy volume. Hong Kong-listed shares jumped 16.7% to HK$272. Semiconductor stocks outperformed as memory prices climbed and traders looked ahead to the company’s March 31 earnings. Mainland markets remain closed until Monday.
Coherent stock swings into Tuesday reopen as analysts cite AI-optics demand, Photonics West

Coherent stock swings into Tuesday reopen as analysts cite AI-optics demand, Photonics West

Coherent Corp shares fell 2.5% to $191.04 Friday after surging 6.4% Thursday. Analysts at Bank of America, Barclays, and Morgan Stanley raised price targets, citing strong optical transceiver demand tied to AI. Coherent launched new laser and imaging products this week and plans to debut its Sapphire XT platform at Photonics West in San Francisco. U.S. markets close Monday for Martin Luther King Jr. Day.
18 January 2026
Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Sungrow Power Supply’s Shenzhen-listed shares rose 3.34% to 170.99 yuan Friday after the company said it is expanding into AI data-centre power supply and expects initial deliveries by 2026. Broker coverage and investor interest in infrastructure for artificial intelligence fueled gains. The Shanghai Composite fell 0.26%. New margin-financing rules take effect Jan. 19.
ASE Technology stock price hits record close as chip rally sets up a holiday-shortened week

ASE Technology stock price hits record close as chip rally sets up a holiday-shortened week

ASE Technology’s U.S. shares closed Friday at $19.41, up 1.2% to a record high, as chip stocks led Wall Street gains. The Philadelphia Semiconductor Index rose about 1.2%, while broader indexes stayed flat. ASE’s Taiwan shares also gained 1.68%. Investors now await next week’s earnings reports and ASE’s Feb. 5 results.

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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