---
title: "\"A-Share Focus\" Domestic chip replacement expectations heat up again, Cambricon and SMIC A rise over 3%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/264543636.md"
description: "The expectation for domestic chip substitution is heating up, and the semiconductor sector is performing strongly. Cambricon and SMIC both saw their stock prices rise by more than 3%. The Chinese government has mandated that newly established national-funded data centers use domestic chips to reduce reliance on foreign AI chips, a policy that may benefit companies such as Huawei and Cambricon"
datetime: "2025-11-06T01:58:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/264543636.md)
  - [en](https://longbridge.com/en/news/264543636.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/264543636.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/264543636.md) | [繁體中文](https://longbridge.com/zh-HK/news/264543636.md)


# "A-Share Focus" Domestic chip replacement expectations heat up again, Cambricon and SMIC A rise over 3%

According to the Economic Information Agency on the 6th, the semiconductor sector strengthened in early trading, with Demingli (Shenzhen: 001309) hitting the daily limit, Yuanjie Technology (Shanghai: 688498) soaring 13.3%, Jiangbolong (Shenzhen: 301308) rising 7%, Haiguang Information (Shanghai: 688041) increasing nearly 5%, and Cambricon (Shanghai: 688256) and SMIC (Shanghai: 688981) both rising over 3%.

On the news front, according to a report by Reuters, China has requested that newly built national-funded data centers replace foreign artificial intelligence (AI) chips with domestic chips, reflecting Beijing's long-standing desire to reduce dependence on American technology, including semiconductor products from NVIDIA. This policy may benefit Chinese companies such as Huawei and Cambricon that produce domestic alternative products. (ry)

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- [SMIC (00981.HK)](https://longbridge.com/en/quote/00981.HK.md)

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