ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Absolix Launches a New Project to Provide Non-Embedded Glass Substrates

UWIN SEMICONDUCTOR Driven by AI Demand to Expand Capacity, with Gross Margin at 53.4%, Hon Hai Revenues Hit New High

Three Shareholders of Tianyue Advanced Plan to Reduce Holdings by No More Than 2.2%

Shareholders of Tianyue Advanced Plan to Reduce Shares by 10,661,600

NSIG released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 1.084 B (forecast CNY 1.285 B), actual EPS CNY -0.146 (forecast CNY 0.04)

KINGSEMI released FY2026 Q1 earnings on April 29 After-Market BJT, actual revenue CNY 330.59 M, actual EPS CNY 0.02

Guangdong Province Releases 15th Five-Year Industry Plan

Anji Technology released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 723.93 M (forecast CNY 723.93 M), actual EPS CNY 1.23 (forecast CNY 1.15)

Accotest released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 271.81 M (forecast CNY 327.51 M), actual EPS CNY 0.69 (forecast CNY 0.9793)

Skyverse released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 396.02 M, actual EPS CNY -0.21

SICC released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 365.5 M (forecast CNY 413.5 M), actual EPS CNY -0.13 (forecast CNY -0.06)

ACMSH released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.476 B (forecast CNY 1.576 B), actual EPS CNY 0.21 (forecast CNY 0.5783)

AMEC released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 2.915 B (forecast CNY 3.144 B), actual EPS CNY 1.47 (forecast CNY 0.8962)

Piotech released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 1.112 B (forecast CNY 1.061 B), actual EPS CNY 2

KINGSEMI to Release FY2026 Q1 Earnings on April 30 After-Market (BJT)

NSIG to Release FY2026 Q1 Earnings on April 30 During-Market (BJT), Forecast Revenue CNY 1.285 B, EPS CNY 0.04

Skyverse to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

Accotest to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 327.51 M, EPS CNY 0.9793

Anji Technology to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 740.72 M, EPS CNY 1.5

HWATSING released FY2026 Q1 earnings on April 22 During-Market (BJT), actual revenue CNY 1.201 B (forecast CNY 1.173 B), actual EPS CNY 0.7 (forecast CNY 0.96)

Pinned News

置顶新闻

14:37 ETHuawei stellt seine Strategie für netzgebundene AIDC vor und gestaltet damit die Zukunft der Branche

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On May 15, 2026, Huawei unveiled its integrated AIDC strategy at the Global AIDC Industry Summit in Dongguan, emphasizing the importance of energy supply for AI development. Key speakers discussed innovations in power supply, thermal management, and AI-enhanced operations to address the challenges of high-density computing. Huawei aims to lead in the AIDC sector by promoting sustainable and efficient solutions, focusing on maximizing tokens per watt and enhancing reliability through advanced technologies.

prnewswire

Invesco Semiconductors ETF

China Southern CSI Semiconductor Industry Custom ETF

iShares Semiconductor ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

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Hedge funds have increased their exposure to semiconductors, which now represent the largest sector weight on record. A BofA survey indicates that 73% of fund managers consider 'long global semiconductors' the most crowded trade. However, rising bond yields and high energy costs are creating macro headwinds for high-growth technology and aerospace stocks.

Guotai CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

XL2CSOPHYNIX

Roundhill Memory ETF

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Hedge funds pile into chips as BofA flags sell risk

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According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

ChinaAMC Guozheng Semiconductor Chip ETF

Harvest CSI All Share Integrated Circuit ETF

Global X Robotics & Artificial

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

US stocks fell on Tuesday, with the Dow Jones down 332 points (0.67%) as investors retreated from semiconductor and tech stocks amid inflation concerns and geopolitical uncertainty. Nvidia shares dropped 0.69% ahead of its earnings report, while Micron Technology gained 1.94%. Oil prices and Treasury yields remained in focus, with Brent crude down 1.4%. Investors are awaiting Fed minutes and major earnings releases, including Nvidia and Walmart, to gauge market direction.

Invezz

GraniteShares 2x Long MU Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

GraniteShares 2x Long NVDA Daily ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

Invesco PHLX Semiconductor ETF

Dow Jones Industrial Average

NVIDIA

S&P 500

NASDAQ Composite Index

Walmart

Micron Tech

Seagate Tech

Western Digital

NVIDIA Corporation

Western Digital - WI

Dow sinks 330 points as Nvidia slides ahead of earnings report

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SMICis optimistic about its operations this year due to strong customer demand and order backlog. The company faces a short supply of power management chips driven by AI demand, leading to order repatriation from overseas. Increased demand for domestic substitution in logic and networking chips, along with price hikes and inventory buildup by customers, further supports this positive outlook.

AASTOCKS News

Hwabao WP CSI HK Connect Information Technology Composite ETF

ICBCCS CNI HK Connect Technology ETF

SMIC

SMIC HK SDR 5to1

SMIC : More Optimistic on Overall Operations This Year; AI Drives Power Management Chip Capacity into Short Supply

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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

同壁财经

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?

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

000688

科创综指

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

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

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

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.

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

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CICC has raised HUA HONG SEMI's target price to HKD146, reflecting a 33% increase, driven by optimism in computing power trends and memory upcycle. The company's 1Q26 results met expectations, with a gross margin of 13% and high capacity utilization at 99.7%. Revenue forecasts for 2026 and 2027 have been increased by 2% and 3%, respectively, alongside profit forecasts rising by 14% and 32%. CICC maintains an Outperform rating.

HUA HONG SEMI

CICC

Hua Hong

CICC Raises HUA HONG SEMI  TP to HKD146, Bullish on Computing-Power and Power Synergy Trend and Memory Upcycle

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

Goldman Sachs

BNP Paribas

Morgan Stanley

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

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

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF(588170.SH)