MB-GIGA@EC2611A

GigaDevice Launches Three New Brushless Motor Gate Drivers

Nearly 400 Listed Companies Disclose Shareholder Reduction Plans in Q2, Total Amount Exceeds 118.8 Billion Yuan

ZGXC Shareholder Zhu Yiming's Shares Reduction Reaches 1% Threshold

ZG Innovations Chairman Zhu Yiming Reduces Holding to 6.04%

Zhaoxin Innovation's Q1 Gross Margin Rises, Forecasting Continued Increase in Specialty DRAM Prices

GigaDevice's MCU Products Widely Used in Robotics and New Products to Be Released

CLSA Maintains Buy Rating on Giga Device Semiconductor Inc.

GigaDevice Semiconductor Reports More Than Doubling Revenue and Profit Soaring Over Sixfold in Q1

GIGADEVICE released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue HKD 4.748 B (forecast HKD 3.116 B), actual EPS HKD 2.3649

GIGADEVICE to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue HKD 3.12 B

GigaDevice Launches New 32-bit Microcontroller Based on Arm Cortex-M33 Core

ZG Innovation's shareholder Zhu Yiming plans to reduce shareholding by no more than 1.6%

GigaDevice Unveils New Generation of High-Capacity SPINAND Flash

GigaDevice's Board Amends Charter to Increase Registered Capital, Awaiting Shareholder Approval

Significant Growth in GigaDevice's Revenue and Net Profit in 2025

GIGADEVICE released FY2025 Annual Earnings on March 30 After-Market (BJT), Actual Revenue HKD 10.06 B (Forecast HKD 10.25 B), Actual EPS HKD 2.6996 (Forecast HKD 2.4686)

GIGADEVICE released FY2025 Q4 earnings on March 30 After-Market (BJT), actual revenue HKD 2.638 B (forecast HKD 2.637 B), actual EPS HKD 0.9282

ZhaoYiXinChuang Repays 1.7 billion RMB Raised Fund to Dedicated Account

GIGADEVICE to Release FY2025 Annual Earnings on March 30 After-Market (BJT), Forecast Revenue HKD 10.46 B, EPS HKD 2.4686

GigaDevice to Showcase Innovative Technologies at Embedded World 2026

FAMEGLOW

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GIGADEVICE rose by 12.38%; SMIC rose by 5.91%, with a transaction volume reaching HKD 4.574 billion; Hua Hong Semiconductor rose by 4.63%, with a transaction volume reaching HKD 1.551 billion; Montage Technology rose by 3.02%, with a transaction volume reaching HKD 884 million; Biren Technology rose by 0.75%, with a market value reaching HKD 118.1 billion

HK Stock Alerts

GIGADEVICE

SMIC

HUA HONG SEMI

MONTAGE TECH

BIREN TECH

Hong Kong Stock Movement: GIGADEVICE rises 12.38%, with Longsys Technology restarting its IPO and the dual benefits of new product launches boosting stock prices

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Hong Kong's semiconductor sector is experiencing significant growth, led by Zhaoyi Innovationwhich surged over 9%. Semiconductor Manufacturing International Corporationalso rose by more than 5%, with other firms like Hua Hong Semiconductorand Innoseccoshowing gains.

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INNOSCIENCE

SMIC HK SDR 5to1

Hua Hong

STOCKS | Hong Kong Semiconductor Stocks Surge with Zhaoyi Innovation Leading

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KNOWLEDGE ATLAS(02513) rose 9.33%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 878.5%. VGT(02476) rose 8.47%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 75.7%. LI AUTO-W(02015) fell 14.15%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 0.1%. CHINA RES MIXC(01209) fell 6.19%, with a trading turnover 346.3 Million HKD, and a year-to-date rose 6.7%.

- The Hang Seng Index decreased by 1.11%, with a year-to-date increase of 0.2%.  
- The Hang Seng Tech Index fell by 1.95%, reflecting a year-to-date decline of 12.2%.  
- Notable stock movements include Zhizhu's 9.33% increase and an 878.5% cumulative rise for the year, alongside Lixiang Auto's 14.15% drop with minimal year-to-date growth.

Top Gainers&Losers

KNOWLEDGE ATLAS

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Top 5 HK Stock Gainers/Losers (>100B) (5.18)

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Hong Kong chip stocks exhibited varied performances today. According to Jin10, Gigadevice Semiconductorsaw a significant increase of over 9%, while Montage Technologyrose by more than 3%. Other companies like Hua Hong Semiconductoralso experienced gains. In contrast, Innosecfell by over 5%, and TianShu ZhiXindeclined by nearly 2%.

ILUVATAR COREX

Montage Technology

Hong Kong Chip Stocks Show Mixed Performance

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SANHUA(02050) rose 6.84%, with a trading turnover 1.8 Billion HKD, and a year-to-date fell 6.3%. Lens(06613) rose 5.23%, with a trading turnover 779.6 Million HKD, and a year-to-date fell 11.4%. YOFC(06869) fell 12.14%, with a trading turnover 5.0 Billion HKD, and a year-to-date rose 331.3%. HUA HONG SEMI(01347) fell 8.74%, with a trading turnover 7.1 Billion HKD, and a year-to-date rose 56%.

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Top 5 HK Stock Gainers/Losers (>100B) (5.15)

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The Hong Kong semiconductor sector experienced gains in early trading, with Semiconductor Manufacturing International Corporation rising over 5%, National Technology increasing by more than 3%, and both Hua Hong Semiconductor and Montage Technology gaining over 2%. GigaDevice Semiconductor also saw a rise of more than 1%.

NSING TECH

STOCKS | Hong Kong Semiconductor Sector Rises in Early Trading

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KNOWLEDGE ATLAS(02513) rose 36.9%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 889.7%. MONTAGE TECH(06809) rose 21.31%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 368.7%. GEELY AUTO(00175) fell 5.23%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 19.4%. GANFENGLITHIUM(01772) fell 3.96%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 54%.

- The Hang Seng Index rose by 0.15%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index increased by 0.46%, but has seen a year-to-date decline of 7.7%.  
- Notable stock performances include Zhicheng (02513) up 36.9%, with a total increase of 889.7% for the year, while Geely Auto (00175) fell by 5.23%, reflecting a year-to-date increase of 19.4%.

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Top 5 HK Stock Gainers/Losers (>100B) (5.13)

GIGADEVICE rose by 10.61%; SMIC rose by 4.91%, with a transaction volume reaching HKD 4.309 billion; Hua Hong Semiconductor rose by 4.66%, with a transaction volume reaching HKD 2.936 billion; Lanqi Technology rose by 18.53%, with a transaction volume reaching HKD 1.098 billion; Biren Technology rose by 2.12%, with a market value reaching HKD 141.1 billion

Hong Kong stock movement: GIGADEVICE rises 10.61%, AI boom boosts the storage market, but news of share reduction raises concerns about confidence

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Hong Kong's chip stocks surged, with Lam Researchrising over 14%, Gigadevice Semiconductorincreasing by more than 9%, and Biren Technologygaining nearly 6%. TianShu ZhiXinand Hua Hong Semiconductorboth saw increases of over 5%.

Lam Research

Tradr 2X Long LRCX Daily ETF

Hong Kong Chip Stocks Surge as Lam Research and Others See Gains

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CLSA has reiterated its High-Conviction Outperform rating on MONTAGE TECH, citing strong demand for CPUs as a key driver. The report highlights that AMD's positive results and guidance indicate a shift in AI data center infrastructure, expanding the market for server CPUs. GIGADEVICE, SMIC, and HUA HONG SEMI also received Outperform ratings due to rising demand and favorable market conditions in the semiconductor sector. MONTAGE TECH is expected to benefit significantly from this trend, while GIGADEVICE and SMIC are positioned well in the memory and logic segments, respectively.

- CLSA's report reveals that Advanced Micro Devices, Inc. (AMD) exceeded expectations for 1Q26 and offered positive guidance for 2Q26.  
- The report notes a shift in the CPU to GPU ratio for AI data centers from 1:4 (or 1:8) to 1:1, potentially expanding the server CPU market to over USD 120 billion by 2030.  
- Various companies, including MONTAGE TECH and GIGADEVICE, are expected to benefit from strong demand in CPUs and rising memory prices, with the broker maintaining positive ratings for these stocks.

AASTOCKS News

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI All Share Integrated Circuit ETF

First Trust Nasdaq Food & Semicon

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

SPDR S&P Semicon

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Invesco PHLX Semiconductor ETF

iShares Semiconductor ETF

Invesco Semiconductors ETF

Direxion Daily AMD Bull 2X Shares

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GraniteShares 2x Long AMD Daily ETF

CLSA Reiterates High-Conviction Outperform on MONTAGE TECH ; GIGADEVICE , SMIC , HUA HONG SEMI  Rated Outperform

MB-GIGA@EC2611A(29414.HK)