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SMIC CEO Comments on Memory Chip Super Cycle, Believes it has a Positive Impact on Manufacturing

SMIC Selected for Yangtze River Delta Top 100 Enterprises List with 27.72% Revenue Growth

SMIC received 690 million yuan in financing purchases on December 4th

Cambricon denies rumors of tripling AI chip output, a plan reportedly reliant on SMIC

SMIC Obtains Patent for 'Mask Plate, Semiconductor Structure, and Its Formation Method'

Hong Kong semiconductor stocks decline, SMIC stock price falls

SMIC applies for a patent on a test structure and its formation method to improve plasma discharge capability

Japan reportedly halts photoresist exports to China, potentially impacting SMIC's production

AI chip company Moore Threads will be listed on the STAR Market on December 5, which may boost the semiconductor sector

SMIC Stock Closes Higher on December 4 with Net Inflow of Main Capital

Cambwuji Plans to Increase AI Chip Production by Over 200% in 2026

A bearish block trade of SMIC shares worth HK$90.74 million occurred

SMIC's stock price rises by 2.79% with a turnover of 4.392 billion yuan

CAMBRICON reportedly plans to triple production, will primarily rely on SMIC's 7nm process

SMIC receives a net main capital inflow of 282 million yuan on the STAR Market

Hong Kong semiconductor sector strengthens, SMIC rises nearly 4%

SMIC applies for a patent on an optical proximity correction method to reduce defect rates

Market focuses on SMIC's production expansion, boosting information technology ETF

Reports Reiterate SMIC's 12-inch Fab Expansion Project is Expected to Start Production in Q1 2026

Economic Information Daily highlights SMIC's acquisition plan as part of the semiconductor industry consolidation trend

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Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

marketscreener

Cambricon

Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

NVDA

Cambricon fell nearly 3% in early trading on Thursday, but surged in volume at the end of the session, closing up 2.75%, with a cumulative increase of 108% this year. Securities Times reported that there are reports indicating: Cambricon plans to triple its AI chip production by 2026, filling the market gap left by NVIDIA's exit. Investment bank Bernstein upgraded Cambricon's rating to outperform the market that day, with a target price of 2000 yuan, suggesting an additional 46% upside potential

- On December 4, 2025, AI chip manufacturer Cambricon's stock surged due to rumors of significant production increases next year, but the company later issued a statement denying these claims and reserving the right to pursue legal action.  
- Despite the denial, institutions remain optimistic about Cambricon's future performance, with Bernstein setting a target price indicating a potential 46% increase from the closing price.  
- Analysts highlight the accelerating domestic replacement trend in the AI market, predicting substantial market share gains for Cambricon amid increasing demand for AI applications.

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NVIDIA

Reports indicate that the production of AI chips is expected to double next year, with Cambricon surging in the late trading session, and a late-night "serious statement": untrue

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The Hang Seng Index rose by 175 points, closing at 25,935 points. The market turnover increased to HKD 179.3 billion. Actions by the Trump administration stimulated gains in robotics concept stocks and domestic chip stocks. Cloudwalk Technology surged by 8%, and SMIC rose by 3.9%. Tech stocks rebounded, with Xiaomi up by 4.4%

- The Hong Kong stock market opened higher but failed to surpass the 26,000 mark, closing at 25,935 points, up 175 points, with a trading volume of 179.3 billion HKD.  
- The market was influenced by the Trump administration's actions, which boosted robotics and domestic chip stocks, leading to significant gains in related shares.  
- Analysts predict short-term fluctuations in the Hong Kong market, with a range between 25,600 and 26,600 points, awaiting further developments from the U.S. Federal Reserve and China's economic meetings.

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SMIC

Xiaomi Corporation

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Direxion FTSE China Bear 3X

Direxion FTSE China Bull 3X

The Hang Seng Index rose 175 points, robot concept stocks surged, Xiaomi rebounded 4%. Experts: Trading volume did not support the rebound | Hong Kong stocks closed