Chip stocks rebounded today. As of press time, Montage Technology (06809) surged 52.31% to HKD 162.8; Gigadevice Semiconductor (03986) rose 10.5% to HKD 311.4; Hua Hong Semiconductor (01347) increased by 5.89% to HKD 105.1; SMIC (00981) gained 4.29% to HKD 70.5.
According to Zhitong Finance APP, chip stocks rebounded today. As of press time, Montage Technology (06809) surged 52.31% to HKD 162.8; Gigadevice (03986) rose 10.5% to HKD 311.4; Hua Hong Semiconductor (01347) climbed 5.89% to HKD 105.1; and SMIC (00981) gained 4.29% to HKD 70.5.
In terms of news, the two major wafer companies are set to release their earnings this week. SMIC will release its financial report on February 10, while Hua Hong Semiconductor will do so on February 12. Caitong Securities pointed out that driven by the rapid growth in AI computing power demand, the global wafer foundry industry remains robust. In the fourth quarter of 2025, Taiwan Semiconductor's revenue reached TWD 1.05 trillion, a year-on-year increase of 20.45%, setting a new quarterly record; its annual revenue also achieved a significant growth of 31.60%, reaching TWD 3.81 trillion.
Notably, price increases across the chip supply chain continue to spread. Domestic chip manufacturers such as Guoke Microelectronics, Zhongwei Semiconductor, and Yingjixin have successively issued price adjustment notices, with increases of up to 80%, covering core sectors such as memory, MCU, and analog chips. Analysts believe that the trend of domestic chip price hikes will continue into the first half of 2026, and more companies may follow suit.
