智通财经网·2026-02-09 06:13Core Viewpoint - The semiconductor sector is experiencing a rebound, with significant stock price increases for various companies, driven by strong demand for AI computing power and upcoming earnings reports from major players in the wafer foundry industry [1] Group 1: Stock Performance - Lanke Technology (06809) increased by 52.31%, reaching HKD 162.8 [1] - Zhaoyi Innovation (03986) rose by 10.5%, reaching HKD 311.4 [1] - Huahong Semiconductor (01347) gained 5.89%, reaching HKD 105.1 [1] - SMIC (00981) saw a rise of 4.29%, reaching HKD 70.5 [1] Group 2: Upcoming Earnings Reports - SMIC is scheduled to release its financial report on February 10 [1] - Huahong Semiconductor will publish its earnings on February 12 [1] Group 3: Industry Growth - The global wafer foundry industry remains robust, driven by rapid growth in AI computing demand [1] - TSMC is projected to achieve a revenue of NT$1.05 trillion in Q4 2025, marking a year-on-year increase of 20.45% and setting a record for quarterly revenue [1] - TSMC's annual revenue is expected to grow by 31.60%, reaching NT$3.81 trillion [1] Group 4: Price Increases in Chip Industry - A price increase trend is spreading across the semiconductor supply chain, with domestic chip manufacturers like Guokewai, Zhongwei Semiconductor, and Yinjixin announcing price hikes of up to 80% [1] - The price increase covers key areas such as memory, MCU, and analog chips [1] - Analysts predict that the upward price trend for domestic chips will continue into the first half of 2026, with potential for more companies to follow suit [1]