Eastmoney Fund CSI Chip Industry ETF

HK Stocks Close Down 0.6% on Wednesday, SMIC Rises Over 9%, Henderson Land Recommended with Target Price $35.5

CSC Financial: AI and Domestic Substitution Drive SMIC Performance, Maintain Buy Rating

Huaxing Securities Resumes Tracking of SMIC A-Shares with Buy Rating

GigaDevice: Two New DRAM Models Expected to Mass Produce in H2, Optimizing Product Structure Strategy

GigaDevice Q1 Revenue Surges 119%, Net Profit Jumps 522%

GigaDevice expects storage prices to rise, gross margins to stabilize or decline

GigaDevice: Supply Chain Cost Increases Lead to Proposed MCU Price Hikes

GigaDevice Hits Record High Stock Price, Customized Storage Solutions Expected to Mass Produce This Year

Shanghai Electronic Materials International Supply Chain Center Established on May 20, Co-owned by SMIC and Hua Hong Group

Chinese semiconductor stocks rise on reports of potential strike at Samsung Electronics

CICC Begins Market Making Services for SMIC

SMIC discloses two new deployments in the advanced packaging field.

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

SMIC States Significant Production Demand for Phones and PCs Will Return

US-China summit yields no chip deal, China may replace Nvidia with domestic chips

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

GigaDevice Launches Three New Brushless Motor Gate Drivers

SMIC received 996 million yuan in financing purchases on May 18.

SOXL

Chip manufacturers globally are experiencing increased volatility, affecting stock performance. Recent fluctuations in the semiconductor industry, driven by supply chain disruptions and geopolitical tensions, have raised concerns about future growth prospects. Despite ongoing demand, investor confidence is shaken, leading to fluctuating stock prices. Analysts are closely monitoring the situation, as the semiconductor sector is crucial to the global economy.

CoinLive

Direxion Semicon Bull 3X

STOCKS | Chip Manufacturers Experience Volatility from South Korea to Silicon Valley

SOXQ

SOXX

DRAM

As AI data demands increase, memory fabricators are benefiting from a significant supply shortage, resulting in a historic pricing supercycle.

- MarketBeat highlights that Sandisk has a Moderate Buy rating among analysts.  
- However, top analysts recommend five other stocks as better investment options.  
- Investors are encouraged to consider these alternatives before making any investment decisions regarding Sandisk.

Market Beat

Micron Tech

Direxion Daily MU Bull 2X Shares

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long MU Daily ETF

SPDR S&P Semicon

Direxion S&P Biotech Bull 3X

iShares Semiconductor ETF

Invesco Semiconductors ETF

Roundhill Memory ETF

First Trust Nasdaq Food & Semicon

Sandisk

Sandisk - WI

The Great AI Rotation: Cashing In on Data

SSNGY

Memory chip stocks, including Micron Technology (MU), Western Digital (WDC), and Seagate Technology (STX), rose due to concerns over global supply following a planned 18-day strike at Samsung Electronics. The strike could disrupt production, tightening supply amid strong demand for AI memory chips. Analysts predict significant price increases for DRAM and NAND flash memory, with Wall Street becoming more bullish on memory stocks as AI infrastructure demand grows.

- Memory chip stocks, including Micron Technology, Western Digital, and Seagate Technology, rose as concerns over global supply increased due to a planned 18-day worker strike at Samsung Electronics.  
- The strike involves over 47,000 employees and threatens production of DRAM and NAND chips, vital for AI servers and cloud infrastructure, potentially driving chip prices higher.  
- Analysts project significant price increases for memory chips, with Wall Street becoming more bullish amid tightening supply and rising demand for AI infrastructure, particularly through 2026 and into 2027.

Tip Ranks

Seagate Tech

Samsung Electronics 

Western Digital

Spdr Select Tech

VanEck Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

Tradr 2X Long STX Daily ETF

Citigroup

Western Digital - WI

CITIGROUP INC 6.250 NON CUM SER II PFD WI

MU, WDC, STX: Why Are Memory Chip Stocks Rising Today, 5/20/26?

01347

03986

As HK stocks closed on May 20, the broader market trended weaker amid soaring global long-term bond yields and developments among tech giants. The three major indices showed divergent performance, with the Hang Seng Tech Index bucking the trend to edge up 0.34%. On the trading floor, the semiconductor sector exploded collectively under multiple positive catalysts, with SMIC recording over HK$18.8 billion in turnover, while HUA HONG SEMI and GigaDevice both posted double-digit gains. Additionally, Alibaba's release of its self-developed AI chip spurred activity in computing power concepts, whereas gold resource stocks and certain tech majority stake stocks generally pulled back under pressure from the high-interest-rate environment

Market Pulse

HUA HONG SEMI

GIGADEVICE

SMIC

TENCENT

BABA-W

MONTAGE TECH

ZIJIN MINING

ZIJIN GOLD INTL

KUAISHOU-W

BILIBILI-W

SICC

Intel

JPMorgan Chase

NVIDIA

KB LAMINATES

LENOVO GROUP

SH ELECTRIC

OpenAI

Alphabet

LAOPU GOLD

BYD COMPANY

ZTO EXPRESS-W

TOPNC

HAICHANG HLDG

51WORLD

TRACKER FUND

HSCEI ETF

CSOP HS TECH

XL2CSOPHYNIX

XIAOMI-W

SMIC HK SDR 5to1

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Hua Hong

Montage Technology

Zijin Mining

KUAISHOU-WR

Bilibili

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

NVIDIA Corporation

LENOVO GROUP-R

Lenovo Group

Shanghai Electric

Alphabet - C

Laopu Gld HK SDR 50to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

ZTO Express

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

HK Stocks Close | Major Indices Diverge, Semiconductor Sector Surges, GigaDevice Jumps Nearly 17%

AXTI

AXT Company fell 3.29% in after-hours trading; ASML fell 0.38% in after-hours trading, with a transaction volume of USD 1.83 million; Applied Materials fell 1.14% in after-hours trading, with a transaction volume of USD 922,300; KLA fell 0.81% in after-hours trading, with a transaction volume of USD 345,800

Price Alert

ASML

Applied Materials

U.S. stock night trading volatility: AXT Company fell 3.29% in after-hours trading. Can the investor meeting and demand for optical technology reverse the downturn?

A recent analysis highlights 10 tech stocks that have consistently increased revenue by at least 10% annually over the past decade, excluding semiconductor companies. While the semiconductor sector has seen significant growth, exemplified by Micron's impressive revenue surge, its cyclical nature raises concerns about valuations. Investors are advised to consider steady growth tech stocks to balance their portfolios amidst the current AI-driven market dynamics.

Dow Jones

These 10 tech stocks have been models of consistency for a decade - none are chip stocks

These AI infrastructure stocks are supplying the components that drive AI development.

5 artificial intelligence (AI) stocks that have more than doubled this year and can still go higher

The new DRAM ETF has nearly doubled in just a few weeks. It’s starting to look bubbly.

This memory chip ETF is off the charts. The chip stock boom is only part of it.

2626

159599

Japan has announced a plan to achieve $254 billion in domestic semiconductor sales by 2040, aiming to enhance its semiconductor industry and global competitiveness. The strategy includes significant investments in R&D and collaborations between government and private sectors, responding to growing demand for advanced technologies and geopolitical tensions affecting supply chains. This initiative underscores Japan's commitment to becoming a leading player in the semiconductor market, ensuring technological advancement and economic growth.

Global X Japan Co., Ltd.

Japan Plans $254 Billion Domestic Semiconductor Sales by 2040

Eastmoney Fund CSI Chip Industry ETF(159599.SZ)