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The computing power leasing concept became active again, with AURORA hitting its daily limit six times in 11 days, NB CONSTRUCTION surging to the daily limit, Hongjing Technology rising over 10%, and UCloud, Capitalonline, Shunwang Technology, and Canatal following suit. Hong Kong chip stocks surged collectively, with ILUVATAR COREX jumping nearly 12%, HUA HONG SEMI and BIREN TECH rising nearly 6%, and SMIC and SHANGHAI FUDAN increasing by over 3%

- On April 1, both A-shares and Hong Kong stocks opened significantly higher as geopolitical tensions in the Middle East eased, with signals from Iran and the U.S. indicating a willingness to end conflicts.  
- The A-share market saw all three major indices rise over 1%, driven by a surge in computing hardware and chip sectors, while in Hong Kong, the Heng Seng Index opened 2% higher and experienced a slight pullback.  
- In the bond market, government bond futures fluctuated, with mixed movements observed across commodity futures, including gains in precious metals but declines in crude oil and coal.

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SMIC

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AH Shares Rise Collectively: SSE Index Up 1%, Computing Power Hardware Explodes, Hang Seng Index Up 2%, Internet Tech Stocks Generally Rebound

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The three major A-share indices opened higher, rising between 1.2% and 2.2%. The market rebound is driven by expectations of the end of the Iran war. Domestic bank stocks softened, while domestic real estate company Vanke opened 1.3% higher. Chip stocks performed strongly, with SMIC opening 2.5% higher and HUA HONG SEMI opening 3.9% higher. Oil stocks were slightly weaker, with PetroChina and CNOOC opening lower. BOE opened 2.6% higher, planning to repurchase shares

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The three major A-share indices of Shanghai and Shenzhen opened higher by 1.2% to 2.2%, chip stocks rebounded, and oil stocks were slightly weak

Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan

Tip Ranks

Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan

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CHALIECO fell about 14%, SHANDONG MOLONG fell about 15%, MINIMAX fell about 8%, Pony.ai fell about 8%, BYD ELECTRONIC fell about 5%, GDS fell about 4%, Hua Hong Semiconductor fell about 5%

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Hang Seng Index closes up 0.15%, Hang Seng TECH Index down 0.86%

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Hua Hong Semiconductor posts FY profit attributable $54.9 million

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Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Hua Hong Semiconductor posts FY profit attributable $54.9 million

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Taiwan is advancing in wide-bandgap (WBG) semiconductors, focusing on device packaging and deployment in power systems. NIKO Semiconductor Co. Ltd. is a key player, transitioning from silicon MOSFETs to silicon carbide (SiC) and gallium nitride (GaN) modules. The company emphasizes design and application support, leveraging strong relationships with ODMs and OEMs. Taiwan's WBG ecosystem has matured, enabling rapid responses to market demands, particularly in GaN and SiC technologies for electric vehicles and AI power supplies. Innovations in packaging and thermal management are enhancing performance and reliability, positioning Taiwan as a leader in global electrification efforts.

EE Times

First Trust Nasdaq Food & Semicon

Taiwan’s WBG Momentum Extends from Devices to Power Systems

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STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

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iShares Semiconductor ETF

STMicroelectronics NV ADRhedged

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

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STMicroelectronics China-manufactured STM32 microcontrollers begin volume production | STM Stock News

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Hong Kong's chip stocks rebounded significantly, with Montage Technologyand GigaDevice Semiconductorboth surging over 3%. Other companies, including Hua Hong Semiconductor, ASM Pacific Technology, and Semiconductor Manufacturing International Corporation, also experienced upward movements.

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Hong Kong Chip Stocks Rebound with Notable Gains

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

Hua Hong Affiliate Readies 7-Nanometer Chipmaking Facility

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The Hang Seng Index opened up 0.4%, at 25,938.43 points; the Hang Seng Tech Index rose 0.5%. Tencent Music and Nio rose over 2%, Li Auto rose nearly 2%, and HUA HONG SEMI and SMIC rose over 1%

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China's Hua Hong Group is advancing its semiconductor capabilities by preparing to produce 7 nm chips, potentially suitable for AI workloads. This move, supported by Huawei and GPU designer Biren, aims to enhance China's self-sufficiency in the semiconductor supply chain amid U.S. technology tensions. If successful, Hua Hong will join Semiconductor Manufacturing International as the second Chinese foundry to achieve this technology, targeting initial production of a few thousand wafers per month by year-end, with plans for increased output.

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China's Next Chip Push Moves Toward 7 nm

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China's Hua Hong Semiconductor is advancing its semiconductor technology by developing a 7-nanometre chipmaking process at its Shanghai plant, potentially becoming the second Chinese company to achieve this after SMIC. This initiative aligns with Beijing's push for domestic chip production, even as U.S. export restrictions ease. The project, supported by Huawei-backed SiCarrier, aims for initial output of a few thousand wafers per month by year-end, with plans for expansion. The 7-nanometre line is also being utilized by GPU designer Biren for testing after losing access to TSMC's services.

- China's Hua Hong Semiconductor is advancing its semiconductor capabilities, specifically targeting the production of 7-nanometre chips for AI processors.  
- This initiative is part of Beijing's strategy to promote domestic chip production despite eased U.S. export restrictions allowing Nvidia to sell AI chips to China.  
- Huali Microelectronics, Hua Hong's contract manufacturing unit, aims for initial production of a few thousand wafers per month by the year's end, supported by collaborations with domestic equipment suppliers.

Taiwan Semiconductor

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

China's Hua Hong advances 7nm chip technology as AI semiconductor race intensifies

Today’s CPI coming in below expectations definitely helps the liquidity narrative. Softer inflation reduces pressure on yields and gives the market room to price in a more dovish path. That’s supportive for risk assets, especially long-duration tech. That said, one print doesn’t make a full pivot. Markets usually need a trend of cooling data before calling it a true liquidity turn. It’s a positive start, but confirmation still matters.

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Market Shocks: AI, Cisco, Rates

AI remains a long term bull but near term earnings uncertainty is fueling and sharper pullbacks rather than a straight line rallyMargins are key now expect short term volatility and selective dipsFocus on profitable AI infra, energy and select financials

We are indeed entering an 'AI volatility phase,' rather than a pure AI bull market. This perspective is the right mindset.

with rate cuts potentially delayed to July, the bank stocks have been granted a reprieve from the net interest margin compression concern.

AI's disruptions are now spreading into more bread and butter, brick and mortar sectors. Hopefully this will strengthen the AI companies, and eventually, the whole US economy, benefiting all.

2026 Resolution-Trade like professional . Do not FOMO. Keep more cash.

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Markets are overvalued and needs a breather so whatever the narrative is, it looks like a pullback is due.

Crypto winter is coming, everyone get ready and follow the trend. Do not fight the market!

Best hedge against everything, be it weak data, volatility, or market movement, is still precious metals!

Volatility is here to stay. Look towards other economies instead, like emerging market!

The recent job numbers are excellent! Things will only get better from here! Have faith in the economy!

JP#HUAHORC2609G(60587.HK)

JP#HUAHORC2609G Stock Performance Chart

AH Shares Rise Collectively: SSE Index Up 1%, Computing Power Hardware Explodes, Hang Seng Index Up 2%, Internet Tech Stocks Generally Rebound

The three major A-share indices of Shanghai and Shenzhen opened higher by 1.2% to 2.2%, chip stocks rebounded, and oil stocks were slightly weak

Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan

Hang Seng Index closes up 0.15%, Hang Seng TECH Index down 0.86%

Hua Hong Semiconductor posts FY profit attributable $54.9 million