Semiconductors

GIGADEVICE

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

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 CNY 4.188 B (forecast CNY 2.748 B), actual EPS CNY 2.086 (forecast CNY 1.2)

GIGADEVICE to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 2.748 B, EPS CNY 1.2

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

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

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 Q4 earnings on March 30 After-Market (BJT), actual revenue CNY 2.372 B (forecast CNY 2.371 B), actual EPS CNY 0.8347 (forecast CNY 0.79)

GIGADEVICE released FY2025 Annual Earnings on March 30 After-Market (BJT), actual revenue CNY 9.203 B (forecast CNY 9.216 B), actual EPS CNY 2.47 (forecast CNY 2.5533)

ZhaoYiXinChuang Repays 1.7 billion RMB Raised Fund to Dedicated Account

GIGADEVICE to release FY2025 earnings on March 30 After-Market (BJT), forecast revenue CNY 9.216 B, EPS CNY 2.5533

GigaDevice Extends GD25UF Series Ultra-Low-Power Memory

Ordinary dividend (cash)

Ex Date: 2026.05.26, Cash dividend 0.75 CNY

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Yangtze Memory has initiated its A-share IPO process, positively impacting market sentiment. Chip stocks surged, with SMIC up 8%, HUA HONG SEMI rising 8.4%, and GIGADEVICE jumping 11.9% after CLSA raised its target price. CLSA's report highlights GIGADEVICE's strong growth in niche DRAM and forecasts significant revenue contributions from customized memory products starting in 2026, justifying a premium valuation.

AASTOCKS News

SMIC

HUA HONG SEMI

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI All Share Integrated Circuit ETF

China Southern CSI Semiconductor Industry Custom ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

CITIC Securities Co., Ltd.

CITIC SEC

Hua Hong

SMIC HK SDR 5to1

Yangtze Memory Launches A-Share IPO Process, Boosting Market Sentiment; SMIC , HUA HONG SEMI  Up 8%; GIGADEVICE Jumps 11% as CLSA Raises TP

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The China Merchants CSI HK Connect Information Technology Composite ETF (526050) rose 2.02% in the morning session on May 20, with constituent stocks such as GIGADEVICE and SMIC performing outstandingly. Analysis indicates that the global semiconductor market continues to grow, domestic storage leaders are accelerating their IPOs, and the outlook for the hard technology sector is optimistic. This ETF focuses on hard technology fields such as semiconductors and consumer electronics, excluding traditional internet companies, with clear value allocation

- On May 20, the Hong Kong stock market saw a divergence in technology sector performance, with the Hang Seng Technology ETF rising 2.02%.  
- Reports indicate that the semiconductor sector experienced a strong start, with notable gains from companies such as Zhaoyi Innovation and SMIC.  
- The growth in the global semiconductor market is driven by increasing demand for AI-related products, leading to improved device localization and a positive long-term outlook for hard technology sectors.

同壁财经

China Merchants CSI HK Connect Information Technology Composite ETF

MEITUAN

DELTON

LENOVO GROUP

XIAOMI-W

LENOVO GROUP-R

Lenovo Group

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

The "non-internet stocks" Hong Kong Stock Connect Information Technology ETF China Merchants (526050) rose over 2%! GIGADEVICE and Aito led the gains

GIGADEVICE (603986) stock price rose by 6.78%, currently at 432 CNY/share, with a transaction volume of 9.296 billion CNY and a turnover rate of 3.28%. The company was established in 2005 and is a leading fabless semiconductor company focused on the development of memory technology and IC solutions

GIGADEVICE (603986) rose by 6.78%, with a transaction volume of 9.296 billion and a turnover rate of 3.28%

SOXX

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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

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

SPDR S&P Semicon

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

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

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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.

Montage Technology

Guotai CSI Semiconductor Material Equipment Theme ETF

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Direxion Daily AMD Bull 2X Shares

ChinaAMC Guozheng Semiconductor Chip ETF

GraniteShares 2x Long AMD Daily ETF

MONTAGE TECH

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

GIGADEVICE Technology Group Co., Ltd. announced its first-quarter performance after going public, with revenue of 4.188 billion yuan, a year-on-year increase of 119%; profit of 1.46 billion yuan, a growth of 523%. The performance growth was driven by the shortage of storage chips and the demand for microcontrollers. The net cash flow from operating activities reached 1.78 billion yuan, an increase of 431% compared to the same period last year. On Thursday, the stock price rose by 5.7%, closing at HKD 504, and the stock price has doubled since its listing

BambooWorks

News: GIGADEVICE's profit surged fivefold in its first quarter after going public

GigaDevice Semiconductor Inc. held its 2025 annual general meeting in Beijing on April 24, 2026, with over 30% of its voting share capital represented. All nine directors attended, and the meeting complied with PRC legal requirements. Shareholders approved the 2025 annual report with over 99% support, reflecting strong investor confidence in the company's governance. GigaDevice, a key player in China's semiconductor industry, focuses on memory products and related chips for various electronics.

Tip Ranks

GigaDevice Shareholders Back 2025 Annual Report at Beijing AGM

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A pricing gap between mainland China-listed and Hong Kong shares of dual-listed companies has narrowed, with some cases reversing, as global investors reassess China's technology sector. The Hang Seng AH Premium Index has dropped below 120 from a high of 157.89 in February 2024. Notable companies like CATL, Montage Technology, and GigaDevice Semiconductor have seen their A-H premiums turn into H-A surcharges. Analysts attribute this shift to structural changes in asset pricing and the influence of Beijing's A+H policy, which encourages mainland firms to list in Hong Kong, attracting global investors and enhancing valuations.

GIGADEVICE(603986.SH)

Yangtze Memory Launches A-Share IPO Process, Boosting Market Sentiment; SMIC , HUA HONG SEMI Up 8%; GIGADEVICE Jumps 11% as CLSA Raises TP

The "non-internet stocks" Hong Kong Stock Connect Information Technology ETF China Merchants (526050) rose over 2%! GIGADEVICE and Aito led the gains

GIGADEVICE (603986) rose by 6.78%, with a transaction volume of 9.296 billion and a turnover rate of 3.28%

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

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

News: GIGADEVICE's profit surged fivefold in its first quarter after going public

GigaDevice Shareholders Back 2025 Annual Report at Beijing AGM

Premium for mainland China shares erodes or flips as Hong Kong draws capital

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