Guotai CES Semiconductor Chip Industry ETF

SMIC States Significant Production Demand for Phones and PCs Will Return

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

GigaDevice Launches Three New Brushless Motor Gate Drivers

SMIC received 996 million yuan in financing purchases on May 18.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

SMIC's AI demand surges, with first-quarter revenue of 17.6 billion, more optimistic about full-year operations

JPMorgan raises SMIC rating to "Neutral" and lifts target price to HK$67

BOC International Maintains Buy Rating on SMIC, Raises H-Share Target Price to HKD 98.6

Citi upgrades SMIC to 'Buy' on improved utilization and pricing power

Citigroup Raises SMIC Target Price to HKD 94.1, Maintains Outperform Rating

Goldman Sachs Raises SMIC Profit Forecasts, Maintains Buy Rating with HK$135 Target Price

SMIC to Participate in the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits

Citi Upgrades SMIC to 'Buy' with a Raised Target Price of HK$28

SMIC Founder Reveals Purchase of 800 Equipment Units from AMEC, Accelerating Supply Chain Localization

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Sivers Semiconductors AB (STO: SIVE) has announced a $6.6 million Year 2 funding extension for its Electronic Warfare (EW STAR) project under the Northeast Microelectronics Coalition (NEMC). This funding recognizes Sivers' strong technical progress and aims to advance wideband antenna array technologies for defense applications. The program is part of the Microelectronics Commons initiative, collaborating with organizations like BAE Systems and MIT Lincoln Laboratory.

prnewswire

VanEck Vectors Semiconductor UCITS ETF Accum A USD

Direxion Semicon Bull 3X

iShares Semiconductor ETF

VanEck Semiconductor ETF

BAE Systems plc

01:42 ETMicroelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding

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China's CXMT anticipates first-half revenue of 110-120 billion yuan ($17.62 billion) due to rising memory chip prices driven by AI demand. The company expects a net profit of up to 57 billion yuan, with Q1 revenue soaring over 700% year-on-year to 50.8 billion yuan. CXMT's IPO is closely monitored as a sign of China's advancements in DRAM technology.

Fidelity

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

SPDR S&P Semicon

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Invesco Semiconductors ETF

China's CXMT expects revenue to surge as memory chip demand soars

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BNP Paribas has rated SMICas Outperform, citing strong 1Q results and an optimistic 2Q revenue outlook driven by higher ASP and shipment volumes in consumer and IoT sectors. The report highlights SMIC's unique capability to support Huawei's Ascend 950 PR AI chip, predicting a revenue CAGR of 19% and earnings CAGR of 42% from 2026 to 2028, with a target price of HKD86.

AASTOCKS News

SMIC

ChinaAMC Guozheng Semiconductor Chip ETF

BNP Paribas

SMIC HK SDR 5to1

BNP Paribas Rates SMIC  Outperform; Primary Engine to Power CN AI Ambition

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China has launched the LineShine supercomputer at the National Supercomputing Center in Shenzhen, featuring 2.45 million domestic CPU cores and delivering up to 1.54 exaFLOPS. Unlike typical supercomputers that rely on GPUs, LineShine uses Armv9-based LX2 processors for general computing, comprising 20,480 nodes connected by a high-speed network.

TechNode

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

China unveils GPU-free LineShine supercomputer with 2.45 million domestic CPU cores

NVDX

Nvidia, valued at $5.5 trillion, is expected to continue its growth driven by its data center operations and strategic investments in AI infrastructure. By 2028, if its P/E ratio rises to 30, the stock could reach $430, doubling its current value. Nvidia's investments in companies like CoreWeave and Nokia position it as a comprehensive AI platform provider, enhancing its competitive edge in the evolving AI economy.

- Nvidia, with a market capitalization of $5.5 trillion, is the most valuable company globally, largely due to its data center operations that support advanced AI models.  
- The company is evolving from a chipmaker to a comprehensive AI infrastructure provider through significant investments, such as a $2 billion stake in CoreWeave and partnerships with Nokia, enhancing its market reach.  
- By 2028, Nvidia's stock price could potentially reach $430, reflecting its growth and diversified role in the AI economy, positioning it beyond just GPU manufacturing.

Motley Fool

T-Rex 2X Long NVIDIA Daily Target ETF

Spdr Select Tech

Direxion Daily NVDA Bull 2X Shares

ISHRS S&P Glb It

GraniteShares 2x Long NVDA Daily ETF

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

NVIDIA

Coreweave

Lumentum

Coherent Corp.

Nokia Oyj

NVIDIA Corporation

Prediction: Nvidia Stock Will Be Worth This Much by the End of 2028

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科创综指

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The STAR Market has risen 78.98% in the past year, gathering 609 hard technology companies, with a total market value exceeding 13 trillion yuan. In 2025, revenue is expected to be nearly 1.6 trillion yuan, with a net profit exceeding 58.6 billion yuan. In the first quarter of 2026, revenue is projected to be 385.3 billion yuan, with a net profit attributable to the parent company of 23.4 billion yuan, a year-on-year increase of nearly 200%. The "1+6" system of the STAR Market promotes the development of technology companies, focusing on fields such as artificial intelligence and commercial aerospace, showcasing the innovative vitality and development potential of hard technology enterprises

同壁财经

STAR 50

E Fund China Science and Technology Innovation Board 50 Component ETF

Huatai-PB SSE Science and Technology Innovation Board Composite ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

ChinaAMC SSE Science and Technology Innovation Board Composite ETF

ChinaAMC CSI Biotechnology Theme ETF

China Merchants CSI Biotechnology Theme ETF

E Fund CSI Biotechnology Theme ETF

Huatai-PB SSE Science and Technology Innovation Board 50 ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

TF SECURITIES

CCB Principal SSE Science and Technology Innovation Board Composite ETF

The STAR Market's performance has exploded, with net profit increasing by nearly 200% in the first quarter, gathering integrated circuits, biomedicine, and high-end equipment. The STAR Composite Index has risen by 78.98% in nearly one year

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Asian markets showed mixed results, with Singapore's Straits Times Index reaching a record high. Indonesia and South Korea's indices fell over 3%, lagging behind the region. Semiconductor shares faced pressure, particularly in Taiwan and Japan. The Reserve Bank of Australia paused future rate hikes amid economic concerns related to the Iran conflict. Overall, major indices fluctuated, with some markets like India's Nifty 50 and Australia's S&P/ASX 200 gaining, while others like Indonesia's IDX continued to decline.

Guotai CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Merchants CSI Semiconductor Industry ETF

Harvest SSE STAR Chip ETF

Harvest CSI All Share Integrated Circuit ETF

Asian Markets Mixed; Singapore Hits Record High; Indonesia, S Korea Indices Each Slide Over 3% to Lag Region; Regional Semiconductor Shares Under Pressure

Hedge funds are significantly increasing their investments in the semiconductor sector, with exposure reaching a record 19% of total global hedge fund market. Major players like Susquehanna, Goldman Sachs, and BNP Paribas have substantially boosted their holdings in the SOXX ETF. This shift marks a dramatic change from previous years, as semiconductor stocks now dominate hedge fund portfolios, reflecting a strong bullish sentiment in the market.

benzinga_article

Micron Tech

Goldman Sachs

Morgan Stanley

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Hedge Funds Go 'All-In' On Semiconductors As SOXX Exposure Hits Record Highs

BEIJING, May 19 (Reuters) - China's ‌top ‌flash memory chipmaker ​YMTC has begun the so-called "tutoring" ‌process ⁠for a potential initial ⁠public offering, ​involving ​formal ​pre-IPO guidance ‌talks with an investment bank, a filing with ‌China's ​securities ​regulator ​showed ‌on Tuesday.(Reporting by ​Pan ​Che, Shi Bu ​and ‌Ryan WooEditing ​by Bernadette ​Baum)

Yahoo Finance

China's top flash-memory chipmaker YMTC begins pre-IPO coaching talks with investment bank

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On May 19th, semiconductor equipment and CPU stocks surged significantly, with Cambricon rising 8.40% and AMEC increasing 9.29%. Several equipment stocks reached new highs since their listing, and the semiconductor equipment ETF China Merchants rose 6.06%. Yangtze Memory Technologies released its IPO guidance report, and Changxin Technology updated its prospectus, expecting the global semiconductor equipment market to continue growing until 2029. Driven by AI, the storage industry has entered a phase of expansion and technological upgrades, and the CPU market is also developing rapidly

AMEC

Cambricon

LION

Skyverse

GRITEK

CMSC

Hygon Information Technology

Cambricon surged 8%, AMEC stock price reached a new high, why did CPU and semiconductor equipment rise today?

Guotai CES Semiconductor Chip Industry ETF(512760.SH)