HTSC: ASML's new Q2 order volume has greatly increased, bullish on the recovery of global semiconductor equipment industry.
HTSC stated that ASML, the leading semiconductor equipment company in the Netherlands, has exceeded expectations in Q2, and is bullish about the recovery of the global semiconductor equipment industry.
Open source securities: Downstream demand in the semiconductor industry is gradually recovering, bullish on SoC, storage chips, semiconductor equipment, etc.
Bullish on the future growth of companies in multiple sectors such as SoC, storage chips, semiconductor equipment, etc.
Subdued Growth No Barrier To HG Semiconductor Limited (HKG:6908) With Shares Advancing 26%
HK stocks rebounded: semiconductor stocks rose in early trading, multiple domestic and foreign companies reported good performance and global semiconductor monthly sales continued to improve.
According to the Zhītōng caijīng APP, semiconductor stocks have risen. As of press time, Hua Hong Semiconductor (01347) has risen 3.15% to HKD 21.35; HG Semiconductor (06908) has risen 2.44% to HKD 0.42; Shanghai Fudan (01385) has risen 2.01% to HKD 12.2; Semiconductor Manufacturing International Corporation (00981) has risen 1.62% to HKD 17.6.
New Silk President Gaisen Xin: AI promotes doubling growth in the semiconductor industry.
The three-day World Artificial Intelligence Conference (WAIC) will be held in Shanghai on July 4-6, 2024. Despite the continuous high temperature, the enthusiasm of everyone has not been affected. Even though the temperature keeps rising, the venue is still crowded with people.
HG Semiconductor Grants 99% Partnership Interests in Employee Shareholding Platform
According to the employee incentive plan, hg semi granted a total of 99% partnership equity.
HG Semi (06908) has released an announcement to award and reward selected participants for their contributions to the growth and development of Jiangsu Gaohong Semiconductor. The selected participants under the Employee Share Incentive Scheme are granted a total of 99% partnership interest in the Employee Shareholding Platform. As of June 30, 2024, all award rights under the Employee Share Incentive Plan have been granted to the selected participants. There are no other partnership rights available under the Employee Shareholding Platform for future grants under the Employee Share Incentive Plan.
According to the employee share reward plan, hg semi (06908.HK) has granted reward rights.
On July 2nd, Gelonghui announced that the Board of Directors of HG Semi gladly announced that, in order to recognize and reward the selected participants' contributions to the growth and development of Jiangsu Gaohong Semiconductor, the participants selected under the Employee Share Incentive Plan were granted a total of 99% partnership interests in the Employee Shareholding Platform. It is stated that as of June 30, 2024, all award rights under the Employee Share Incentive Plan have been granted to selected participants. There are no other partnership rights available under the Employee Share Incentive Plan for future grants.
HK stock anomaly: semiconductor stocks rebound in early trading, hua hong semi (01347) rises nearly 4%, nvidia rebounds nearly 7% overnight.
Semiconductor stocks rebounded in early trading. As of press time, Hua Hong Semiconductor (01347) rose 3.66% to HKD 22.65, while HG Semi (06908) rose 2.06% to HKD 0.495.
Soaring! Semiconductor stocks rise against the market, is "Cut-gu estimate" a hot product?
Hardcore technology stocks are expected to undergo a valuation reshaping.
CITIC Securities: The bottom of the global simulation chip industry is clear, focusing on two main lines of high-end breakthroughs and industry integration.
At the current point in time, it is more important to focus on the rhythm of industry turning points and the elasticity of the next cycle than to focus on the valuation levels of the current year.
HK stocks surge: chip stocks continue to rise, and it is reported that Taiwan Semiconductor plans to raise prices. Top wafer factories may increase prices due to tight production capacity.
According to the Wisdom Finance APP, chip stocks continued to rise recently. As of press time, HG Semi (06908) rose by 3.7%, to HKD 0.42; Shanghai Fudan (01385) rose by 2.89%, to HKD 13.54; Semiconductor Manufacturing International Corporation (00981) rose by 2.5%, to HKD 18.06; Hua Hong Semi (01347) rose by 1.94%, to HKD 23.7. In terms of news, it is reported that Taiwan Semiconductor Manufacturing Company plans to raise prices. The price of 3nm production may rise by more than 5%, and the annual quote for advanced packaging next year is also about 10%-20% higher. TSMC's 3nm process has been received orders from Apple and NVIDIA.
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.
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...
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.
[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
The semiconductor stock trend is strong, Jingmen Semiconductor (02878) rose 13.11%, and institutions expect the third phase of the Big Fund to drive the growth of the semiconductor industry
Jinwu Financial News | Semiconductor stocks are trending strongly. Jingmen Semiconductor (02878) rose 13.11%, Shanghai Fudan (01385) rose 5.17%, Cantelon (01912) rose 4.35%, Huahong Semiconductor (01347) rose 3.97%, SMIC (00981) rose 3.74%, and Hongguang Semiconductor (06908) rose 2.6%. Dongwu Securities said that the size of the third phase of the Big Fund has exceeded expectations and is the largest fund project in the history of the chip sector in China. It is expected that the third phase of the Big Fund will focus on AI-related chips and strengthen on the basis of supporting semiconductor equipment and materials
Subdued Growth No Barrier To HG Semiconductor Limited (HKG:6908) With Shares Advancing 49%
Hongguang Semiconductor (06908.HK) appoints Liu Wanwen as independent non-executive director
Gelonghui, May 8, 丨 Hongguang Semiconductor (06908.HK) announced that Ms. Liu Wanwen has been appointed as an independent non-executive director and member of the Company Audit Committee with effect from May 8, 2024.
Hongguang Semiconductor (06908): Liu Wanwen was appointed as an independent non-executive director
Hongguang Semiconductor (06908) announced that Liu Wanwen has been appointed as an independent non-executive director and a member of the Company Audit Committee...
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