Harvest CSI All Share Integrated Circuit ETF

Market analysis indicates a supply-demand gap of nearly 2 million AI chips in China for 2026

SMIC Advances into Advanced Packaging, Establishes Subsidiary and Research Institute

SMIC's key supplier, Zhengfan Technology, releases positive annual report

UMC Expected to Raise Wafer Foundry Prices in 2H 2026, SMIC Has Already Increased Mature-Node Pricing

SMIC Responds to Impact of Overseas Helium Supply Shortage

US revises MATCH Act, maintaining DUV equipment restrictions on key firms like SMIC

SMIC's Supplier Tsunetomo Intelligence Semiconductor Equipment Project Launches in Wuxi, Boosting Domestic Supply Chain

AI "Super Cycle" Drives Performance Realization, 69 Semiconductor Companies Saw Revenue Grow by Over 20% Last Year

S&P Global Ratings: SMIC to be a key beneficiary of China's tech self-sufficiency goals

Canxin Shares releases its 2025 annual report, showing a significant decline in both revenue and net profit

Cansign Corp expects procurement from SMIC to significantly increase to 500 million RMB in 2026, accounting for 90% of its total

Analysis suggests SMIC's southern 7nm monthly capacity is highly likely to double by the end of 2026

Ruihe Digital Intelligence Strategically Invests in SMIC-affiliated SJ Semiconductor to Target AI Computing Sector

Qualcomm Collaborates with ChangXin Memory and GigaDevice to Develop 3D DRAM Integrated NPU

GigaVision, backed by SMIC-related fund, completes nearly 1.5 billion RMB B1 financing round

TFME released FY2025 Annual Earnings on April 16 After-Market (BJT), Actual Revenue CNY 27.92 B (Forecast CNY 27.51 B), Actual EPS CNY 0.8 (Forecast CNY 0.8242)

TFME released FY2025 Q4 earnings on April 16 After-Market (BJT), actual revenue CNY 7.805 B (forecast CNY 7.694 B), actual EPS CNY 0.2325 (forecast CNY 0.2816)

U.S. lawmakers scale back bill targeting Chinese chipmaking

White House AI Advisor Warns China's Chip Design Lags US by Only 1.5 Years, Cites Huawei's Use of SMIC's 7nm Process

US lawmaker introduces new bill that could heighten technology access restrictions on firms like SMIC

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The AI trade is driving the market to record highs despite ongoing uncertainty in the Middle East. Concerns over supply shocks for natural gas and helium have not significantly impacted chip manufacturers and hyperscalers. Since March 30, the iShares Semiconductor ETF (SOXX) has increased by over 30%.

China Southern CSI Semiconductor Industry Custom ETF

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Invesco Semiconductors ETF

SPDR S&P Semicon

Guotai CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

The AI trade is fueling the market to record highs despite Iran war

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Heterogeneous Integration Packaging Solutions Pvt Ltd has commenced work on India's first advanced 3D glass chip packaging unit in Bhubaneswar, with an investment of ₹1,943 crore. This project, part of the India Semiconductor Mission, aims to produce 50 million semiconductor units annually and create over 2,500 jobs. It focuses on advanced glass substrate packaging and 3D heterogeneous integration technologies, positioning Odisha as a hub for next-generation electronics manufacturing and reducing reliance on imports. The project is expected to enhance India's semiconductor ecosystem and support high-performance computing and AI advancements.

Business Standard

Harvest SSE STAR Chip ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

India's 1st advanced 3D glass chip packaging unit to come up in Bhubaneswar

The U.S. semiconductor ETFs (SMH and SOXX) have attracted a record inflow of funds since April, reaching $4 billion, surpassing the previous record of $3 billion set in December 2025. This phenomenon follows an outflow of $1.9 billion in March. Over the past 8 months, investors have net bought U.S. semiconductor ETFs for 7 months, marking the longest streak since 2023. Compared to the consecutive 8 months of inflows in 2020 and 2023, investors are pouring into semiconductor stocks at a record pace

华尔街见闻资讯

Funds are frantically replenishing U.S. chip stocks

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To address weaknesses in customer resources and business development capabilities, Intel has recruited Shawn Han, a foundry sales executive with 30 years of experience from Samsung. In the foundry business, the importance of customer trust and long-term partnerships is no less than technical capability itself, and executives possessing global customer resources and sales management experience are seen as key variables for enhancing competitiveness

- Intel signals a strategic shift by appointing Shawn Han as Senior Vice President and General Manager for foundry services, emphasizing the importance of customer acquisition alongside technology.  
- Han, with over 30 years in the semiconductor industry at Samsung, specifically addresses Intel's need to expand its external customer base amidst rising operational costs and a competitive landscape.  
- This personnel change reflects a deeper understanding that client trust and long-term relationships are as critical as technological prowess in the foundry market, highlighting Intel's intent to bolster its competitive position.

Wallstreetcn

INTEL-T

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China Merchants CSI Semiconductor Industry ETF

SAMSUNG SEMICON

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Intel

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

Intel Hires 30-Year Sales Veteran from Samsung: The Biggest Challenge in Foundry Business Is Not Technology but "Unable to Sell"

China's latest five-year plan aims to enhance technology self-sufficiency, particularly in the semiconductor supply chain, with significant government support expected for domestic companies. S&P Global Ratings anticipates that tech hardware firms, especially those involved in AI and semiconductor manufacturing, will benefit from increased bank lending, projected to reach RMB 24.8 trillion by 2028. The report evaluates major companies like SMIC and Naura Technology Group for potential government backing based on their technology, competition, and government involvement, while also noting risks such as overcapacity and reduced profitability.

TechNode

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

S&P Global

SMIC

HUA HONG SEMI

Hua Hong

NAURA

AMEC

Hygon Information Technology

GIGADEVICE

OmniVision Group

SMIC HK SDR 5to1

OMNIVISION

China tech self-sufficiency drive to boost semiconductor supply chain – S&P

Beijing Chip Vision Software Technology Co., Ltd. (Chip Vision) plans to make a push for the Beijing Stock Exchange after failing to IPO on the Sci-Tech Innovation Board and the Shenzhen Main Board. Its IPO guidance filing application was accepted on April 15, with Ping An Securities as the guiding underwriter. Founded in 2002, the company specializes in electronic design automation (EDA) software, with a gross profit margin of up to 76.02%. In 2025, the company achieved operating revenue of 248 million yuan and a net profit of 128 million yuan. Previously, Chip Vision applied for IPOs on the Sci-Tech Innovation Board and the Shenzhen Main Board in 2020 and 2021, but both attempts were unsuccessful

腾讯新闻 - 财经

After two failed IPO attempts, this EDA company is sprinting towards the Beijing Stock Exchange

Singapore's non-oil domestic exports (NODX) in March increased by 15.3% year-on-year, with a significant growth of 74% in electronic exports. Exports of integrated circuits, disk media, and computer parts grew by 113.8%, 78.3%, and 57.3%, respectively. Non-electronic exports saw a slight decline of 0.6%, with a larger decrease in the exports of ship structures and food products. Non-oil domestic re-exports (NORX) increased by 61.4% year-on-year

Zaobao

Spdr Select Tech

China's non-oil domestic exports in March rose by 15.3%, with electronics exports soaring by over 70% | Lianhe Zaobao

Singapore's non-oil domestic exports (NODX) surged 15.3% in March, driven by a 74% increase in electronic shipments due to strong AI demand. This marks the seventh consecutive month of growth, despite a decline in non-electronic NODX by 0.6%. The forecast for NODX growth in 2026 has been raised to 2-4%. Key markets like Hong Kong, Taiwan, and China saw significant export increases, while exports to the US and other regions declined. Integrated circuits led the electronics sector with a 113.8% rise in shipments.

- Singapore's non-oil domestic exports (NODX) increased by 15.3% year on year in March, marking the seventh consecutive month of growth, driven by strong demand for electronic shipments, particularly from the AI sector.  
- Despite a decline in non-electronic NODX by 0.6%, this was an improvement over previous months, with key contributors like integrated circuits seeing a 113.8% rise in shipments.  
- Singapore has raised its export growth forecast for 2026 to between 2% and 4%, reflecting an optimistic outlook on global economic conditions, especially concerning AI-related demand.

Straitstimes

Singapore key exports surge 15.3% in March on AI-driven electronics demand

In the first quarter of 2026, China's total goods trade import and export amounted to 11.84 trillion yuan, a year-on-year increase of 15%. Among them, exports were 6.85 trillion yuan, an increase of 11.9%; imports were 4.99 trillion yuan, an increase of 19.6%. The growth rate of imports exceeded that of exports, mainly driven by the AI investment boom and rising chip prices. In March, chip imports increased by 45%, accounting for nearly 1/5 of the total national imports. Wang Jun, Deputy Director of the General Administration of Customs, stated that China should not only be a "seller" but also a "buyer," actively expanding imports to promote balanced trade development

TCW Artificial Intelligence ETF

Up 20%, why did the import growth rate in the first quarter exceed that of exports? | Discussing Political and Economic Affairs

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Chinese suppliers of Tesla's EV parts saw stock gains after the announcement of the AI5 chip being 45 days ahead of schedule. Tesla's stock rose nearly 7.7%, boosting shares of suppliers like Ningbo Tuopu Group and Zhejiang Sanhua, which rose 4.3% and 3.4%, respectively. Shanghai Beite Technology's shares spiked 4.6%. Tesla's CEO Elon Musk revealed the AI5 chip's design completion, targeting a 50-fold performance improvement by 2027. Shares of manufacturing partners Samsung and TSMC also rose. Tesla collaborates with over 400 Chinese suppliers, with 60 in its global supply chain.

SCMP

Tuopu Group

Direxion Daily TSM Bull 2X Shares

Direxion Daily TSLA Bull 2X Shares

Leverage Shares 2X Long TSLA Daily ETF

Simplify Volt TSLA Revolution ETF

HFT CSI Auto Components Thematic ETF

ChinaAMC CSI Auto Components Thematic ETF

Leverage Shares 2X Long TSM Daily ETF

Guotai CSI 800 Automobile and Parts ETF

T-Rex 2X Long Tesla Daily Target ETF

Ping An CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

GraniteShares 2x Long TSM Daily ETF

Taiwan Semiconductor

Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

From billions in earnings for chipmakers to Anthropic's cybersecurity concerns, Sean Hogan rounds up the latest stories from the AI revolution.

Invesco PHLX Semiconductor ETF

AI weekly: Chipmakers earnings charge, Anthropic's cybersecurity fears

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ASML

The US-Iran ceasefire is reportedly making progress, with both sides agreeing in principle to extend it for at least two weeks. The Pentagon plans to send additional troops to the Middle East to pressure Iran amid ongoing negotiations. European stock markets are mixed, with luxury stocks suffering while ASML raises its guidance. US equity futures remain flat ahead of earnings reports from Morgan Stanley and Bank of America. Key upcoming events include US Export/Import Prices and the Fed Beige Book, with several central bank speakers scheduled to address the market.

- Efforts are underway to extend the US-Iran ceasefire, with both sides providing an "in principle agreement" to push it forward for at least two more weeks.  
- The Pentagon plans to deploy additional troops to the Middle East to increase pressure on Iran amid concerns about potential escalations if the ceasefire fails.  
- Meanwhile, European markets are mixed, influenced by earnings reports, while US equity futures remain flat ahead of key upcoming economic updates and earnings announcements.

ZeroHedge

Morgan Stanley

JRCB

Guotai CSI All Share Investment Banking & Brokerage ETF

Calvert US Large-Cap Diversity Equity & Inclusion Index ETF

VanEck Oil Refiners ETF

Eaton Vance High Yield ETF

iShares US Oil Equip & Svcs

Yinhua CSI All Share Investment Banking & Brokerage ETF

Invesco QQQ Trust

ChinaAMC CSI Banks ETF

Pro Ultr Bloomberg Crude Oil

Morgan Stanley Pathway Sm-Md Cp Eq ETF

Proshares UltraPro QQQ

Calvert US Select Equity ETF

VG Financial

Invesco Nasdaq 100 ETF

Fidelity MSCI Financials Index

Calvert US Mid-Cap Core Responsible Index ETF

ISHRS S&P Glb It

Fidelity Nasdaq Composite Index ETF

Fullgoal CSI 800 Banks ETF

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

United States Oil Fund LP

Hwabao WP CSI Banks ETF

SPDR Energy Select

ISHRS Us Brokers & Sec Exchg

Parametric Hedged Equity ETF

Calvert US Large-Cap Core Responsible Index ETF

Calvert International Responsible Index ETF

Leverage Shares 2X Long ASML Daily ETF

SPDR O&G Equip

FX contained, stocks mixed and Brent crude stays around $95/bbl in heavy newsflow - Newsquawk US Market Open

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Recently, the logic behind the price increase in the storage sector is clear, and the semiconductor industry shows strong growth momentum. Zheng Xiaoxi from Southern Fund accurately grasps the core opportunities in the industry, capturing the benefits of price increases and technological upgrades. Industry research reports indicate that the output value of storage will surpass that of wafer foundry, with the HBM market expected to reach USD 54.6 billion, and tight supply and demand pushing prices up. Significant technological advancements are underway, with processes advancing to 2nm and equipment demand increasing. The funds managed by Zheng Xiaoxi have performed excellently, with the Southern Information Innovation Mixed Fund and the Southern Semiconductor Industry Equity Fund both achieving returns above the benchmark

E Fund SSE STAR Chip Design Thematic ETF

E Fund CSI Chip Industry ETF

Roundhill Memory ETF

ROYALFLUSH INFO

The price increase logic in the semiconductor storage sector is clear, and Zheng Xiaoxi from Southern Fund is exploring growth opportunities in the industry

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Global semiconductor sales growth hits a record high, with the semiconductor ETF Bosera rising 1.51% in the afternoon, the latest price reported at 2.55 yuan. The CSI Semiconductor Industry Index increased by 1.93%, with component stocks such as Cambricon and CCTech showing significant gains. The industry has shifted from destocking to restocking, with a surge in AI computing power demand driving the semiconductor boom. The Japanese and South Korean stock markets opened higher, and semiconductor concept stocks generally strengthened. Caitong Securities pointed out that the growth of AI computing power and data centers will continue to drive the development of the semiconductor industry

CCTech

Cambricon

Bosera CSI Semiconductor Industry ETF

CAITONG SECURITIES

Piotech

HWATSING

Skyverse

NATA OPTO-ELECT

Global semiconductor sales growth hits a record high, semiconductor ETF Bosera surged over 1.5% in the afternoon

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Phison Electronics CEO Pan Jiancheng believes that AI is moving from the training phase to the reasoning phase, leading to a sharp increase in storage demand. After the pandemic, NAND manufacturers suffered a massive loss of $40 billion and are hesitant to invest, resulting in a severe supply lag. Two years later, the scale of human demand is unimaginable, and the shortage crisis has no short-term solution

awinic

NAND may be in short supply for 10 years, those who hold storage will dominate the world

Harvest CSI All Share Integrated Circuit ETF(562820.SH)

Harvest CSI All Share Integrated Circuit ETF Stock Performance Chart

The AI trade is fueling the market to record highs despite Iran war

India's 1st advanced 3D glass chip packaging unit to come up in Bhubaneswar

Funds are frantically replenishing U.S. chip stocks

Intel Hires 30-Year Sales Veteran from Samsung: The Biggest Challenge in Foundry Business Is Not Technology but "Unable to Sell"

China tech self-sufficiency drive to boost semiconductor supply chain – S&P