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Technology 25 January 2026 - 26 January 2026

Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon stock price jumps nearly 8% in Shanghai after 2025 revenue outlook, GPU bet watched

Dosilicon shares jumped nearly 8% in Shanghai Monday after the company forecast 44% revenue growth for 2025 but warned of a continued net loss. The stock hit 129.88 yuan by 10:24 a.m. Traders focused on rising memory-chip prices and Dosilicon’s upcoming annual report, due April 23. The company cited higher demand for storage chips but reported ongoing losses from investments and R&D.
Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor stock jumps in Taipei as Micron fab deal and GDR plan keep PSMC in focus

Powerchip Semiconductor shares rose 2.9% to T$60.2 in Taipei after news of its planned US$1.8 billion Tongluo plant sale to Micron. The board approved a GDR offering of up to 420 million shares, with a shareholder vote set for April 10. Micron aims to close the deal by Q2 2026 and expand the site for DRAM output by late 2027. Investors remain cautious amid dilution risk and pending regulatory review.
Vanguard International Semiconductor stock slips in Taipei as Feb. 3 briefing looms

Vanguard International Semiconductor stock slips in Taipei as Feb. 3 briefing looms

Vanguard International Semiconductor shares fell 2.4% to T$143.0 early Monday, despite gains in other Taiwan chip stocks. The drop follows a 48% rally since late December. Investors are focused on the company’s Feb. 3 investor conference for signals on demand and chip fab utilisation. Foreign funds continued buying last week, while local funds turned net sellers.
Sanan Optoelectronics stock price (600703) jumps nearly 6% as Chongqing SiC venture update turns heads

Sanan Optoelectronics stock price (600703) jumps nearly 6% as Chongqing SiC venture update turns heads

Sanan Optoelectronics shares jumped 5.75% Friday in Shanghai after local media reported its Chongqing silicon-carbide project entered “risk production.” The company recently warned of a 2025 net loss up to 400 million yuan, citing losses in its filter and SiC segments. Investors await audited figures and updates on the Chongqing ramp in the April annual report.
National Silicon Industry Group stock set for a Monday test as 688126 draws fresh attention

National Silicon Industry Group stock set for a Monday test as 688126 draws fresh attention

National Silicon Industry Group shares rose 2.19% to 23.38 yuan Friday ahead of Monday’s Shanghai open. The state-backed chip fund cut its stake by 2% in January block trades, raising 1.26 billion yuan. The company projects a 2025 net loss up to 1.53 billion yuan, citing wafer price pressure and potential goodwill impairment. Margin financing fell by 59.72 million yuan last week.
26 January 2026
Technoprobe stock slides: Intel warning, chip jitters and the next date investors watch

Technoprobe stock slides: Intel warning, chip jitters and the next date investors watch

Technoprobe SpA shares closed at 15.91 euros Friday, down 0.8% after recent gains of about 30% since January. Trading volume reached roughly 447,000 shares. The chip-testing supplier remains exposed to global semiconductor swings, especially after Intel’s 14% drop hit chip stocks last week. Technoprobe’s board will review 2025 financials on March 18, with a shareholder vote set for April 23.
Loongson stock (688047) heads into Shanghai open after 2025 forecast shows higher sales, narrower loss

Loongson stock (688047) heads into Shanghai open after 2025 forecast shows higher sales, narrower loss

Loongson Technology projects 2025 revenue of 635 million yuan, up 26%, and a narrower net loss of about 449 million yuan. Shares closed Friday at 193 yuan after a volatile week, following a 33% rally to a Thursday high of 203.05 yuan. The forecast is preliminary and unaudited. Investors will watch Monday’s open for signs the stock can hold recent gains.
26 January 2026
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
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
OmniVision Integrated Circuits (603501) stock: Monday’s Shanghai open in focus after Nvidia China trip report

OmniVision Integrated Circuits (603501) stock: Monday’s Shanghai open in focus after Nvidia China trip report

OmniVision shares in Shanghai are set to open after reports that Chinese customs have blocked Nvidia’s H200 AI chip, with Nvidia CEO Jensen Huang in Shanghai as Beijing weighs approval. OmniVision closed Friday at 129.40 yuan, up 0.43%. The company raised $615.9 million in Hong Kong this month, saying 70% will fund R&D. Investors await Shanghai’s open and any signals from the Nvidia-China situation.
Montage Technology stock set for scrutiny after HBM comment jars traders

Montage Technology stock set for scrutiny after HBM comment jars traders

Montage Technology shares fell 4.7% Friday in Shanghai, closing at 160.02 yuan amid volatility and heavy trading. The drop followed news that Montage does not currently offer HBM or HBF products and ahead of a planned Hong Kong listing that could raise up to $1 billion. The company forecasts 2025 net profit to rise up to 66% on stronger chip demand. Market cap stood near 183.5 billion yuan.
Nanya Technology stock price in focus as 2408 heads into Taiwan open on DRAM squeeze

Nanya Technology stock price in focus as 2408 heads into Taiwan open on DRAM squeeze

Nanya Technology shares closed Friday at T$271.50, up 1.9%, after the company posted Q4 net income of T$11.083 billion and outlined a T$50 billion capital spending plan for 2026. President Lee Pei-ing expects DRAM prices to rise further this quarter amid shortages. Rising memory costs are prompting device makers to hike prices, with analysts forecasting declines in global smartphone and PC sales for 2026.
Hua Hong Semiconductor A-shares face a Feb 10 vote — traders eye 688347 after record run

Hua Hong Semiconductor A-shares face a Feb 10 vote — traders eye 688347 after record run

Hua Hong’s Shanghai-listed shares closed at 139.76 yuan Friday, down 0.6% after hitting a record 147 yuan the previous day. Shareholders will vote Feb. 10 on an 8.27 billion yuan acquisition of Shanghai Huali Microelectronics and a private placement to raise up to 7.56 billion yuan. Hong Kong adviser Innovax supports the deal but notes possible dilution and takeover rule issues.
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