--- title: "Understanding the Market | The global semiconductor sector continues to heat up, ILUVATAR COREX rises over 15%, SMIC rises over 10%" type: "News" locale: "en" url: "https://longbridge.com/en/news/285297188.md" description: "The global semiconductor sector continues to heat up, with semiconductor stocks strengthening across the board. ILUVATAR COREX rose by 15.53%, and SMIC increased by 10.24%. Major U.S. tech companies have revised their AI investment plans upward, driving up semiconductor-related stocks. U.S. chip stocks performed strongly, with AMD's earnings report exceeding expectations, projecting a 38% year-on-year revenue increase in the first quarter of 2026. Huafu Securities pointed out that the tech bull market is resonating globally, and the performance of domestic computing power companies is also beginning to materialize" datetime: "2026-05-06T02:13:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285297188.md) - [en](https://longbridge.com/en/news/285297188.md) - [zh-HK](https://longbridge.com/zh-HK/news/285297188.md) --- # Understanding the Market | The global semiconductor sector continues to heat up, ILUVATAR COREX rises over 15%, SMIC rises over 10% According to Zhitong Finance APP, semiconductor stocks are all performing strongly. As of the time of publication, Lattice Semiconductor (06809) is up 15.47%, trading at HKD 318; ILUVATAR COREX (09903) is up 15.53%, trading at HKD 643.5; Gigadevice Semiconductor (03986) is up 12.45%, trading at HKD 524; SMIC (00981) is up 10.24%, trading at HKD 78.1; and Hua Hong Semiconductor (01347) is up 8.07%, trading at HKD 128.6. On the news front, recently, the global semiconductor sector has continued to heat up, with major U.S. tech companies continuing to revise their AI-related investment plans upward, driving collective strength in storage, computing power, semiconductor equipment, and other areas. In the Korean market, SK Hynix and Samsung Electronics surged over 10% this morning, reaching historical highs; additionally, overnight U.S. chip stocks continued to strengthen, with the Philadelphia Semiconductor Index rising over 4% to set a new high. U.S. chip giant AMD's latest financial report exceeded expectations, with Q1 2026 revenue surpassing expectations and increasing by 38% year-on-year, and the company provided a second-quarter outlook above market expectations. Huafu Securities pointed out that several major U.S. tech companies recently disclosed their Q1 2026 reports, including Google's parent company Alphabet, Apple, Amazon, SanDisk, and Western Digital, all of which exceeded expectations. Domestic computing power companies are also beginning to deliver results, further indicating that this is a globally resonant tech bull market with performance realization. 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