Latest News
Tower Semiconductor Surges on Nvidia AI Networking Partnership Ahead of Earnings
Tower Semiconductor shares climbed 7.7% to $139.04 following a collaboration announcement with Nvidia on AI data-center optical modules. Investors now await the company's Feb. 11 earnings report for details on the photonics business ramp.
Longsys Issues New Guarantees for Overseas Units, Investors Eye China Data
Longsys Electronics disclosed fresh financial guarantees for subsidiaries in Hong Kong and Brazil, bringing its total approved guarantee quota to 11 billion yuan. Shares closed lower ahead of key Chinese economic data releases this week.
MACOM Shares Hold Gains After Strong Earnings and Revised Data Center Outlook
MACOM stock rose 3.5% to $235.87 following Q1 results and an increased data center growth forecast. Fidelity disclosed a 10.7% stake, while a shareholder filed to potentially sell shares.
LONGi Faces Rising IP Costs as Solar Sector Demand Cools
LONGi Green Energy shares edged higher as a major BC solar patent deal sets a price for key technology, while industry forecasts point to softer Chinese solar installations in 2026.
Fabrinet Soars 14% on Strong Earnings, Analyst Upgrades
Fabrinet shares surged nearly 14% Friday following a robust quarterly report and multiple analyst target increases. The company exceeded revenue and earnings guidance, with Barclays raising its price target to $548.
OmniVision Greenshoe Exercise Concludes, Shares to Trade Without Stabilization
OmniVision Integrated Circuits announced underwriters partially exercised the over-allotment option, issuing 4.94 million H shares at HK$104.80 each, raising HK$511.2 million. The stabilization period ended February 6.
Hua Hong Semiconductor Faces Key Shareholder Vote and Earnings Review After Weekly Decline
Hua Hong Semiconductor's Shanghai-listed shares fell 16% this week ahead of a crucial shareholder vote on a major acquisition and a board meeting to review quarterly results.
First Solar Shares Drop Amid Tesla Solar Hiring Push; Q4 Earnings Loom
First Solar stock fell sharply Friday, underperforming the broader market as Tesla announced hiring for its ambitious U.S. solar manufacturing goal. The company reports quarterly results and 2026 guidance on February 24.
GlobalFoundries Shares Surge Ahead of Q4 Earnings, AI Demand in Focus
GlobalFoundries stock rose 4.7% to $42.91 Friday, buoyed by a broad semiconductor rally and optimism around AI-driven demand ahead of its Feb. 11 earnings report.
ON Semiconductor Gains Ahead of Q4 Report, Chip Sector Rebounds on AI Optimism
ON Semiconductor shares climbed 3.3% on Friday as the chipmaker prepares to release quarterly results after Monday's close. The broader semiconductor index surged 5.7% amid renewed enthusiasm for AI infrastructure spending.
STMicroelectronics Rallies into Weekend as Chip Sector Rebounds
STMicroelectronics shares gained 1.16% on Friday, closing at €24.89 in Paris, as semiconductor stocks recovered from an AI-driven selloff. Investors are eyeing upcoming U.S. jobs and inflation data for potential impacts on rate expectations and tech shares.
