💥 Hong Kong semiconductor stocks continue to rise! Domestic substitution accelerates, SMIC surges over 8%

Domestic chips are having their moment in the spotlight! Market research firm TrendForce predicts that by 2025, the share of imported chips from Nvidia, AMD, etc. in China's AI server market will drop from 63% to 42%, while domestic chip share is expected to jump to 40%.

In terms of individual stocks, $SHANGHAI FUDAN(01385.HK), $SMIC(00981.HK) rose over 8%, $SOLOMON SYSTECH(02878.HK) rose over 6%, $HUA HONG GRACE(01347.HK) rose over 5%, $HG SEMI(06908.HK) rose over 3%.

Tianfeng Securities analysis suggests that semiconductors, domestic computing power, and independent control will be long-term industry themes. As uncertainties remain in US-China AI chip trade policies, more domestic tech firms and internet platforms are shifting procurement focus to domestic chips. This trend is expected to benefit local chip suppliers and related industry chain companies.