Sentiment Summary
Recent Events
Final dividend of HKD 0.40 per share for the year 2025, ex-dividend date is scheduled for June 4, 2026; the dividend distribution is estimated to have a price impact of approximately 1% scheduled.
Coherent Corp. Q3 2026 earnings release on 2026-05-13; a medium impact is estimated based on historical earnings volatility, scheduled.
Fabrinet is expected to announce its Q3 2026 financial results on or around May 4, 2026. The company guided for revenue between $1.15 billion and $1.2 billion and non-GAAP EPS between $3.45 and $3.60. Importance is estimated as Medium based on typical market reaction to earnings reports expected.
First-quarter 2026 earnings results, with importance estimated as Medium because earnings reports typically have a significant market impact, scheduled.
Ex-dividend date on April 10, 2026, for a final cash dividend of RMB 21.78 per 10 shares for the year ended December 31, 2025, with payment on May 14, 2026 scheduled
Announced FY2025 results on 2026-03-30: net profit surged 71.9% YoY to RMB 4.64 billion, and the final dividend was doubled to HKD 1.206 per share.
ZTE management detailed its strategy to counter rising costs and focus on AI smartphones during the 2025 annual results presentation on March 30, 2026; a low price impact is estimated as this is a strategic update, scheduled.
Announced final results for the year ended Dec 31, 2025, on March 27, 2026, with revenue increasing 68.0% YoY to HK$12.41 billion and net profit rising 73.8% YoY to HK$783.7 million; high importance is estimated due to the significant profit growth likely resulting in >10% price impact, expected.
Announced FY2025 results on March 27, 2026, with revenue up 16.85% to CNY 14.25 billion and net profit up 20.4% to CNY 814 million. A final dividend of RMB 0.295 per share was proposed.
U.S. officials alleged that SMIC supplied chipmaking equipment to Iran's military, potentially triggering stricter sanctions on March 27, 2026, expected. Estimated ≥5% price impact due to potential supply chain disruptions.
Issued an announcement on March 26, 2026, regarding unusual stock price volatility after the stock price deviated by over 20% in 3 consecutive trading days.
Lumentum announced the acquisition of a 240,000-square-foot fabrication plant in Greensboro, North Carolina, from Qorvo on 2026-03-26. The facility will be retrofitted to produce advanced InP-based optical components for AI data centers, with Nvidia as a key customer. High importance is estimated due to the strategic nature of the AI infrastructure expansion, likely resulting in >=10% price impact. scheduled
Multiple analysts forecast strong 2026 net profit growth of 26% YoY to RMB 91.0 billion; medium impact expected from positive growth outlook forecasted
GlobalFoundries filed patent infringement lawsuits against Tower Semiconductor in the U.S. on 2026-03-26, alleging unauthorized use of its chipmaking technologies and seeking to block imports of affected products. The stock traded over 6% lower following the news.
ZTE's Chairman announced plans to release a 'Lobster' smartphone focusing on data security at the Boao Forum for Asia on March 26, 2026; a low price impact is estimated for this product announcement, scheduled.
Audited annual results for the year ended December 31, 2025, and announcement of no dividend to preserve cash for capital expenditures on March 26, 2026, expected. Estimated ≥1% price impact as a routine financial update.
Corning and Aircapture announced the transition of their collaboration toward commercial deployment and scale-up of direct air capture (DAC) technology. Importance is estimated as Low as the immediate financial impact is limited.
CEO and President sold 74,414 shares under pre-arranged 10b5-1 trading plans on 2026-03-26; a price impact of ≥1% is expected due to the planned nature of the sales.
Announced FY2025 results on March 25, 2026, reporting its first-ever quarterly net profit of RMB 104 million in Q4 2025, significantly exceeding expectations. The strong performance was driven by explosive growth in its robotics LiDAR segment.
Announced a strategic restructuring of its TPSCo joint venture in Japan on 2026-03-25, taking full ownership of the 300mm Fab 7 to expand capacity for high-demand technologies like silicon photonics. The stock gained over 5% on the announcement.
On March 24, 2026, the company's stock surged over 18% following the announcement of a new $53 million order for 800G transceivers and a showcase of its technology at the OFC conference.
Corning showcased new AI-focused optical innovations at the OFC 2026 conference, leading to positive analyst commentary and a stock price increase of over 9%.
Announced on 2026-03-24 that Board Chair Michael M. Wilson will not stand for re-election, with CEO Rob Mionis appointed as the new Chair and David Reeder joining as a new independent director. A price impact of >=1% is estimated as this is a routine leadership transition scheduled.
Demonstrated an industry-first 400 Gbps silicon photonics modulator in partnership with Tower Semiconductor on 2026-03-24; a low price impact is estimated for this technical milestone.