Semiconductor stocks showed signs of recovery in today's trading session. At the time of writing, Montage Tech (06809) surged 52.31% to HK$162.8; GigaDevice (03986) rose 10.5% to HK$311.4; Hua Hong Semi (01347) climbed 5.89% to HK$105.1; and SMIC (00981) advanced 4.29% to HK$70.5. The uptick comes ahead of earnings releases from two major foundry players this week. SMIC is scheduled to report financial results on February 10, followed by Hua Hong Semi on February 12. According to Caitong Securities, the global foundry industry remains buoyant, driven by rapidly growing demand for AI computing power. In the fourth quarter of 2025, TSMC’s revenue reached NT$1.05 trillion, up 20.45% year-on-year, setting a new quarterly record. Full-year revenue also saw a significant increase of 31.60%, totaling NT$3.81 trillion. Notably, price hikes across the semiconductor supply chain continue to spread. Domestic chipmakers such as Goke Microelectronics, China Micro Semiconductors, and Injoinic have recently issued price adjustment notices, with increases of up to 80%, affecting key segments including memory, MCUs, and analog chips. Analysts suggest that the upward pricing trend for domestic chips will persist into the first half of 2026, with more companies likely to follow suit.