Understanding the Market | Chip stocks rose in the afternoon as New Kylin's subsidiary released two EDA design software, strengthening the autonomy and control of semiconductor logic
Chip stocks rose in the afternoon, with Hua Hong Semiconductor up 4.69%, Solomon Systech up 3.92%, Shanghai Fudan up 3.54%, and SMIC up 1.43%. New Kylin's subsidiary released two EDA design software products with independent intellectual property rights, improving performance by 30% and shortening hardware development cycles by 40%. Dongwu Securities pointed out that overseas regulations are favorable for domestic semiconductor equipment, and the localization rate of core process equipment in domestic wafer fabs is expected to increase, while rising memory prices and the development of domestic computing power present investment opportunities
According to Zhitong Finance APP, chip stocks rose in the afternoon. As of the time of publication, Hua Hong Semiconductor (01347) rose 4.69% to HKD 80.35; Solomon Systech (02878) rose 3.92% to HKD 0.53; Shanghai Fudan (01385) rose 3.54% to HKD 41; SMIC (00981) rose 1.43% to HKD 74.4.
In terms of news, from October 15 to 17, the 2025 Bay Area Semiconductor Industry Ecosystem Expo was held in Shenzhen. New Kylin's subsidiary Qiyunfang released two domestically developed electronic engineering EDA (schematic and PCB) design software with completely independent intellectual property rights for the first time in the industry. The product performance has improved by 30% compared to industry benchmarks, and the hardware development cycle can be shortened by 40%. However, on the first day of the Bay Area Expo, New Kylin did not showcase any equipment related to photolithography machines. Staff at the company's booth stated, "We did not receive any notification for new product releases, and there will be no new product launches at this exhibition."
Dongxing Securities believes that overseas restrictions on semiconductors are favorable for increasing the market share of domestic semiconductor equipment. The localization rate of core process equipment in domestic wafer fabs, such as photolithography, etching, and thin film deposition, is expected to rise rapidly. Additionally, continuous price increases in memory, active expansion of domestic advanced processes, and the development of domestic computing power all present investment opportunities in the manufacturing sector
