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.

Zhitong Finance13minutes ago

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.

Zhitong FinanceJun 13 20:44 ET

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.

Zhitong FinanceJun 12 21:39 ET

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.

Zhitong FinanceJun 12 21:09 ET

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.

金吾財訊Jun 11 21:49 ET

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.

Zhitong FinanceJun 11 19:41 ET