00981 SMIC
- 17.620
- -0.480-2.65%
SMIC News
Hong Kong stock concept tracking: Taiwan Semiconductor's 3nm supply shortage leads to a surge in semiconductor prices, institutions say the semiconductor industry may emerge from its trough. (Attached concept stocks)
According to relevant media reports, due to the poor yield of Samsung's 3nm GAA process, Taiwan Semiconductor's 3nm FinFET process currently dominates the industry. However, due to the supply-demand imbalance, upstream IC design companies have begun to announce price increases. The seven global technology giants (Nvidia, AMD, Intel, Qualcomm, MediaTek, Apple, and Google) will successively adopt Taiwan Semiconductor's 3nm process, such as Qualcomm Snapdragon 8 Gen 4, MediaTek Dimensity 9400, Apple A18, M4 series will be created using the N3 family, including the N3E process.
Hong Kong stock abnormality: Hua Hong Semiconductor (01347) rose more than 8%, leading the semiconductor stocks. Taiwan Semiconductor responded to the rumor of wafer price increase, Hua Hong may raise prices in the second half of the year.
Chip stocks surged in early trading, as of press time, Hua Hong Semiconductor (01347) rose 7.83% to HK$24.1; Shanghai Fudan (01385) rose 3.93% to HK$13.22; Semiconductor Manufacturing International Corporation (00981) rose 3.02% to HK$18.4; Solomon Systech (02878) rose 2.86% to HK$0.36.
HK Stock Concept Tracking | Severe shortage of DDR3 capacity, high expectations for semiconductor industry chain price increases (including concept stocks)
According to industry chain media reports, as the standard type DRAM encountered an unprecedented supply-demand imbalance during the "super cycle", the shortage of DDR3 production capacity became even more severe.
The semiconductor sector is under collective pressure. Solomon Systech (02878) fell by 5.48%. The US government is reportedly planning to further restrict China's access to AI chip technology.
Jingu finance | The semiconductor sector as a whole is under pressure, with Solomon Systech (02878) down 5.48%, Shanghai Fudan (01385) down 3.76%, Hua Hong Semiconductor (01347) down 3.53%, Semiconductor Manufacturing International Corporation (00981) down 2.68%, and HG Semi (06908) down 2.27%. According to reports, sources revealed that the Biden administration is considering further restrictions on China's access to semiconductor technology for artificial intelligence (AI), targeting a new hardware technology that has recently entered the market. Sources said that the measures under discussion by the Biden administration will restrict China.
Hong Kong stock concept tracking | Big Fund Phase III overlaps with export data support, chip stocks lead the rally. Is the "science and technology estimate" trend coming? (including concept stocks).
Soochow Securities believes that the third phase of the big fund is expected to drive growth in the semiconductors industry, and domestic substitution will continue to promote, domestic semiconductor equipment and material manufacturers are expected to benefit in the long term.
Chip stocks rose against the market, hg semi (06908) rose 4.71%. Institutions are bullish on the growth of AI mobile phones and PC-related industrial chains in the second half of the year.
Golden Finance News | Chip stocks rise against the market, HG Semi (06908) up 4.71%, ASMPT (00522) up 2.97%, Solomon Systech (02878) up 2.78%, Shanghai Fudan (01385) up 2.38%, Hua Hong Semi (01347) up 2%, SMIC (00981) up 1.96%. Sinolink Research Reports said that Taiwan Semiconductor's revenue in May increased by 30% year-on-year, bullish on third-quarter electronic shipping season opportunities. Looking ahead to the second half of the year, there will be many heavyweight AI mobile phones and AI PCs released, and the electronic industry will embrace a demand season in the third quarter, with inventories...
Orient Securities: AI models on smartphones will become a trend. Generative AI is expected to reshape smart phones.
By 2024, the AI technology on mobile devices is expected to have a rapid development, making it possible to run local large models on mobile devices with the advancement of AI large model technology and the improvement of AI chip computing power for mobile phones.
Special guest Ye Shangzhi: Hong Kong stocks are in a speculative state rather than following the market.
On June 6th, the Hong Kong stock market continued to consolidate and gradually showed a running state of trading stocks but not the market. The Hang Seng Index rose by more than 50 points and closed to nearly 18,500 points, while the trading volume of the market remained sufficient. It recorded a close to HKD115 billion which is higher than the average daily level of this year. I believe it can continue to provide overall support for Hong Kong stocks and estimated that this is also the basic condition for the market to start trading stocks but not the market. Among them, based on strong market demand and the continued Red Sea crisis, the global container leader, Maersk, has raised its full-year performance expectations, triggering a collective rise in shipping stocks, and it has just received...
Hong Kong stock concept tracking | WSTS raises its 2024 global semiconductor output forecast, major funds drive the process of domestic substitution for semiconductors. (Attached concept stocks)
The World Semiconductor Trade Statistics Organization has announced an increase in this year's global semiconductor output forecast, with an estimated annual increase of 16%, and is optimistic about the continuous growth of the storage and logic industry's output value in 2025, with an expected continuous strong growth for two consecutive years. WSTS raised its forecast for spring 2024, predicting a market valuation of $611 billion in 2024. There will be two categories of integrated circuits that will drive growth this year, with double-digit growth rates: logic growth of 10.7% and storage growth of 76.8%. In contrast, other categories such as discrete components, optoelectronic components, sensors, and analog semiconductors are expected to experience a decline.
South Water bought more than 400 million yuan of China Yangtze Power; North Water increased holdings of China Mobile by more than 700 million Hong Kong dollars, buying Xiaomi for 11 consecutive days.
Track the latest trends of north-south directional funds.
Is Semiconductor Manufacturing International Corporation (HKG:981) Trading At A 37% Discount?
Key Insights The projected fair value for Semiconductor Manufacturing International is HK$27.10 based on 2 Stage Free Cash Flow to Equity Semiconductor Manufacturing International's HK$17.10 share p
HK stocks surge | Semiconductor stocks strengthened in early trading, with upstream materials in the segmentation rising in price. Fund III injects a boost into the market.
Semiconductor stocks strengthened in morning trading. As of press time, HG Semi (06908) rose 22.5% to HKD 0.49; Hua Hong Semi (01347) rose 6.94% to HKD 22.35; Semiconductor Manufacturing International Corporation (00981) rose 4.56% to HKD 17.88.
HK stocks anomaly | Semiconductor concept rises across the board, big fund's third phase fundraising lands.
Semiconductor stocks rose across the board in early trading. As of press time, Solomon Systech (02878) rose 7.46% to HKD 0.36; Hua Hong Semi (01347) rose 5.45% to HKD 21.3; Shanghai Fudan (01385) rose 4.65% to HKD 12.82; Semiconductor Manufacturing International Corporation (00981) rose 3.34% to HKD 17.32. $Semiconductors(BK1013.HK)$ rose across the board in early trading before press time.
[Brokerage Focus] CITIC Securities expects the technology sector to focus on investment in the artificial intelligence industry innovation in the second half of the year.
Jingu Finance | Citic Securities stated that it is focused on AI innovation and technology going global. Looking ahead to the second half of 2024, the bank believes that the investment focus of the technology sector will be around the innovation of the artificial intelligence industry, and it is recommended to pay attention to the opportunities for the outflow of segmented sectors and the pace of recovery. In terms of AI, model iteration upgrades and the landing of applications will continue to drive investment in the technology industry. It is recommended to pay attention to the computing power industry chain, including infrastructure areas such as optical modules, servers, cloud computing, as well as domestically produced alternatives such as AI chips, semiconductor equipment, such as Semiconductor Manufacturing International Corporation (00981); under the empowerment of "AI+", industry applications and consumer electronics.
HK concept tracking | Dell expects DRAM and SSD prices to rise 15% to 20% in the second half of the year. There is room for semiconductor industry chain rebound. (Attached concept stock)
According to the latest estimation from TrendForce, the contract price increase for DRAM in the second quarter will be raised to 13%-18%; the contract price increase for NAND Flash will also be raised to about 15%-20%.
Hong Kong Stock Concept Tracking | South Korea's chip inventory fell 33.7% year on year in April, and chips started a price increase model (with concept stocks)
On May 31, data released by the Korea Statistics Agency showed that chip inventories fell 33.7% year on year in April, the biggest drop since the end of 2014. In addition, according to data recently released by Korea's Ministry of Science, Technology, Information and Communications, chip exports increased 53.9% year on year in April, of which memory chip exports increased sharply by 98.7% year on year. Analysts pointed out that global customers are speeding up the purchase of AI chips, demand is growing faster than supply, and the recovery is exceeding expectations. This is certainly good news for the global chip industry. At the same time, the current mainstream memory chip manufacturers have begun a price increase model. There is an industry
Changes in Hong Kong stocks | Huahong Semiconductor (01347) rose more than 6%, leading the chip stock Q1 global foundry industry revenue up 12% year on year
The Zhitong Finance App learned that chip stocks generally rose in early trading. As of press release, Huahong Semiconductor (01347) rose 6.06% to HK$20.4; SMIC (00981) rose 4.11% to HK$17.22; Shanghai Fudan (01385) rose 3.87% to HK$12.36; and CLP Huada Technology (00085) rose 2.99% to HK$1.38. According to the news, according to Counterpoint Research's “Foundry Quarterly Tracking” report, the global foundry industry's revenue fell 5% month-on-month in the first quarter of 2024.
[Special V] Deng Shengxing: Hong Kong stock trends may change, cautious investors choose defensive stocks
Jinwu Financial News | The Hang Seng Index closed at 18230 on Thursday (30th), down 246 points, or 1.3%. The daily turnover was 125.503 billion yuan; the National Index reported 6462, down 94 points, or 1.4%. The Science Index reported 3752, down 12 points, or 0.3%. Chip stocks bucked the market. SMIC (00981) rose 4.9%, the second-best performing blue chip; Shanghai Fudan (01385) rose 4%; Huahong Semiconductor (01347) jumped 4%; Jingmen (02878) jumped 18%; and Hongguang Semiconductor (06908) surged 32.5%. Shunyu Optics (02382) Clean
Changes in Hong Kong stocks | Jingmen Semiconductor (02878) rose more than 13%, leading the launch of the third phase of the Chip Stock Fund to help long-term industrial development
Chip stocks rose again in early trading. As of press release, Jingmen Semiconductor (02878) rose 9.84% to HK$0.335; Shanghai Fudan (01385) rose 5.17% to HK$12.2; Huahong Semiconductor (01347) rose 4.23% to HK$20.2; and SMIC (00981) rose 4.36% to HK$16.76.
SMIC (00981) issues approximately 1.4936 million shares under the share award program
SMIC (00981) announced that on May 28, 2024, the company made a total payment under the share award program...
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