BPHUAHO@EC2610A

MAN SANG INT'L

AOM INT'L

CH INV FIN GP

CHINA PARTYTIME

CH GENERAL EDU

ZHONG JU INVEST

ZENSUN ENT

JIASHILI GP

RIMBACO

FTXL

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Taiwan is advancing in wide-bandgap (WBG) semiconductors, focusing on device packaging and deployment in power systems. NIKO Semiconductor Co. Ltd. is a key player, transitioning from silicon MOSFETs to silicon carbide (SiC) and gallium nitride (GaN) modules. The company emphasizes design and application support, leveraging strong relationships with ODMs and OEMs. Taiwan's WBG ecosystem has matured, enabling rapid responses to market demands, particularly in GaN and SiC technologies for electric vehicles and AI power supplies. Innovations in packaging and thermal management are enhancing performance and reliability, positioning Taiwan as a leader in global electrification efforts.

EE Times

First Trust Nasdaq Food & Semicon

HUA HONG SEMI

Hua Hong

Taiwan’s WBG Momentum Extends from Devices to Power Systems

SOXX

STHH

SOXL

STMEF

STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

StockTitan

iShares Semiconductor ETF

STMicroelectronics NV ADRhedged

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

STMicroelectronics NV

STMicroelectronics N.V.

SPDR S&P Semicon

STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

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Hong Kong's chip stocks rebounded significantly, with Montage Technologyand GigaDevice Semiconductorboth surging over 3%. Other companies, including Hua Hong Semiconductor, ASM Pacific Technology, and Semiconductor Manufacturing International Corporation, also experienced upward movements.

CoinLive

GIGADEVICE

ASMPT

SMIC

Hong Kong Chip Stocks Rebound with Notable Gains

588170

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

marketscreener

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

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The Hang Seng Index opened up 0.4%, at 25,938.43 points; the Hang Seng Tech Index rose 0.5%. Tencent Music and Nio rose over 2%, Li Auto rose nearly 2%, and HUA HONG SEMI and SMIC rose over 1%

Wallstreetcn

TME-SW

LI AUTO-W

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China's Hua Hong Group is advancing its semiconductor capabilities by preparing to produce 7 nm chips, potentially suitable for AI workloads. This move, supported by Huawei and GPU designer Biren, aims to enhance China's self-sufficiency in the semiconductor supply chain amid U.S. technology tensions. If successful, Hua Hong will join Semiconductor Manufacturing International as the second Chinese foundry to achieve this technology, targeting initial production of a few thousand wafers per month by year-end, with plans for increased output.

GuruFocus

BIREN TECH

China's Next Chip Push Moves Toward 7 nm

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China's Hua Hong Semiconductor is advancing its semiconductor technology by developing a 7-nanometre chipmaking process at its Shanghai plant, potentially becoming the second Chinese company to achieve this after SMIC. This initiative aligns with Beijing's push for domestic chip production, even as U.S. export restrictions ease. The project, supported by Huawei-backed SiCarrier, aims for initial output of a few thousand wafers per month by year-end, with plans for expansion. The 7-nanometre line is also being utilized by GPU designer Biren for testing after losing access to TSMC's services.

- China's Hua Hong Semiconductor is advancing its semiconductor capabilities, specifically targeting the production of 7-nanometre chips for AI processors.  
- This initiative is part of Beijing's strategy to promote domestic chip production despite eased U.S. export restrictions allowing Nvidia to sell AI chips to China.  
- Huali Microelectronics, Hua Hong's contract manufacturing unit, aims for initial production of a few thousand wafers per month by the year's end, supported by collaborations with domestic equipment suppliers.

Taiwan Semiconductor

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI All Share Integrated Circuit ETF

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

China's Hua Hong advances 7nm chip technology as AI semiconductor race intensifies

NVDA

China is pushing for self-reliance in semiconductor technology, focusing on domestic chip production to reduce dependence on foreign suppliers like Nvidia and TSMC. Hua Hong Group has developed a new 7-nanometer chip technology, potentially making it the second Chinese firm capable of such production. Despite this, Chinese tech companies are still seeking Nvidia chips through overseas data centers due to export restrictions. Demand for Nvidia's chips remains high, with firms ordering over 2 million H200 chips for 2026, prompting Nvidia to increase production.

- China is advancing its semiconductor technology, with the Hua Hong Group developing a 7-nanometer chip manufacturing process for AI chips.  
- The Chinese government is pushing for self-reliance in chip production, aiming to reduce dependence on foreign suppliers amid restrictions on accessing advanced technologies.  
- Concurrently, Chinese firms are expanding AI capabilities abroad, seeking Nvidia chips, with ByteDance planning a significant deployment involving approximately 500 Nvidia Blackwell systems in Malaysia.

benzinga_article

NVIDIA

China 'Homegrown' Gamble: Can New 7nm Chips Finally Replace Nvidia, TSMC?

STECH

00HSI

The Hang Seng Index closed up 1.45% today, and the Hang Seng TECH Index rose 2.69%. Technology stocks collectively rebounded, with Xiaomi rising over 5% and Meituan up more than 3%. Storage chip concept stocks performed strongly, with Hua Hong Semiconductor increasing by over 7%. Non-ferrous metal stocks declined, with Chifeng Gold falling by more than 6%

Hang Seng TECH Index

Hang Seng Index

MEITUAN

Meituan

XIAOMI-W

Xiaomi Corporation

XI2CSOPHSTECH

XL2CSOPHSTECH

Hong Kong stocks closed: The Hang Seng TECH Index rose by 2.69%, with the storage chip concept strengthening

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The three major A-share indices showed mixed performance, with the Shanghai Composite Index down 0.3%, the Shenzhen Component Index up 0.2%, and the ChiNext Index up 1.4%. BYD rose 5%, and Hua Hong increased by 12.2%. The People's Bank of China conducted reverse repos, and the RMB central parity was adjusted to 6.9057 against the US dollar. Mainland economic data exceeded expectations, and market trading was active. The liquor sector performed well, and storage chip concept stocks were active

AASTOCKS

BYD Company

BYD COMPANY

BYD Company Limited

The three major A-share indices of Shanghai and Shenzhen showed divergence throughout the day, with the STAR Market rising by 1.4%. Hua Hong surged by 12%, and BYD increased by 5%

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36Kr learned that the three major A-share indices closed mixed. The Shanghai Composite Index fell by 0.26%, the Shenzhen Component Index rose by 0.19%, and the ChiNext Index rose by 1.41%; the semiconductor sector saw a collective surge, with TWSC and GIGADEVICE hitting the daily limit, Hua Hong and Biwin rising over 10%; the shipping and automotive sectors strengthened, with NJTC hitting the daily limit, COSCO SHIPPING Energy rising over 7%, and BYD rising nearly 5%; precious metals and steel weakened, with Jiugang Hongxing hitting the daily limit and Shanjin International falling over 6%

36Kr

COSCO SHIPPING Energy

Biwin

NJTC

COSCO SHIP ENGY

TWSC

The three major A-share indices closed mixed, with a collective surge in the semiconductor sector

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Hua Hong Semiconductor announced that it has developed 7-nanometer manufacturing technology for the production of AI chips, becoming the second chip manufacturer in China to possess this technology. Following the announcement, Hua Hong's stock price rose nearly 6%, reaching a high of 39 yuan. Hua Hong plans to produce thousands of 7-nanometer chips monthly by the end of the year and increase production capacity. Related chip stocks such as BIREN TECH, INNOSCIENCE, GIGADEVICE, and SMIC also saw increases

INNOSCIENCE

According to reports, preparing to produce 7-nanometer chips, Hua Hong Semiconductor surged nearly 6%

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Hong Kong stock chip stocks continued to rise in the afternoon, with GIGADEVICE and HUA HONG SEMI up over 10%, MONTAGE TECH up over 7%, and SMIC and SOLOMON SYSTECH following suit

SOLOMON SYSTECH

Montage Technology

MONTAGE TECH

Today’s CPI coming in below expectations definitely helps the liquidity narrative. Softer inflation reduces pressure on yields and gives the market room to price in a more dovish path. That’s supportive for risk assets, especially long-duration tech. That said, one print doesn’t make a full pivot. Markets usually need a trend of cooling data before calling it a true liquidity turn. It’s a positive start, but confirmation still matters.

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Apple

KNOWLEDGE ATLAS

Cisco

HAIZHI TECH GP

WOER

Nebius

Coinbase

Airbnb

Apple Group

Sirius XM

Market Shocks: AI, Cisco, Rates

AI remains a long term bull but near term earnings uncertainty is fueling and sharper pullbacks rather than a straight line rallyMargins are key now expect short term volatility and selective dipsFocus on profitable AI infra, energy and select financials

We are indeed entering an 'AI volatility phase,' rather than a pure AI bull market. This perspective is the right mindset.

with rate cuts potentially delayed to July, the bank stocks have been granted a reprieve from the net interest margin compression concern.

AI's disruptions are now spreading into more bread and butter, brick and mortar sectors. Hopefully this will strengthen the AI companies, and eventually, the whole US economy, benefiting all.

2026 Resolution-Trade like professional . Do not FOMO. Keep more cash.

Fattycat

BABA Return Rate

BABA Diamond Holder

Markets are overvalued and needs a breather so whatever the narrative is, it looks like a pullback is due.

Crypto winter is coming, everyone get ready and follow the trend. Do not fight the market!

Best hedge against everything, be it weak data, volatility, or market movement, is still precious metals!

Volatility is here to stay. Look towards other economies instead, like emerging market!

The recent job numbers are excellent! Things will only get better from here! Have faith in the economy!

BPHUAHO@EC2610A(25842.HK)

BPHUAHO@EC2610A Stock Performance Chart

Taiwan’s WBG Momentum Extends from Devices to Power Systems

STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

Hong Kong Chip Stocks Rebound with Notable Gains

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

The Hang Seng Index opened up 0.4%, at 25,938.43 points; the Hang Seng Tech Index rose 0.5%. Tencent Music and Nio rose over 2%, Li Auto rose nearly 2%, and HUA HONG SEMI and SMIC rose over 1%