GF Fund CNI Semiconductor Chips ETF

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

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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.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

SMIC's AI demand surges, with first-quarter revenue of 17.6 billion, more optimistic about full-year operations

JPMorgan raises SMIC rating to "Neutral" and lifts target price to HK$67

BOC International Maintains Buy Rating on SMIC, Raises H-Share Target Price to HKD 98.6

Citi upgrades SMIC to 'Buy' on improved utilization and pricing power

Citigroup Raises SMIC Target Price to HKD 94.1, Maintains Outperform Rating

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Morgan Stanley analyst maintained a Buy rating on Semiconductor Manufacturing International today and set a price target of HK$85.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Semiconductor Manufacturing International has an analyst consensus of Strong Buy, with a price target consensus of HK$86.24.

- Morgan Stanley analyst maintained a Buy rating on Semiconductor Manufacturing International, setting a price target of HK$85.00.  
- The company has an analyst consensus of Strong Buy, with a price target consensus of HK$86.24.  
- This indicates positive expectations from analysts regarding the company’s stock performance.

Tip Ranks

SMIC

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

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Morgan Stanley

SMIC HK SDR 5to1

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

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Semiconductor Manufacturing International (0981): New Buy Recommendation for This Technology Giant

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Citi upgraded SMIC, China's largest chipmaker, to Buy, citing strong domestic chip localization and rising AI demand. SMIC reported Q1 revenue of $2.5 billion, up 12% year-on-year, with a gross margin of 20.1%. The company expects Q2 revenue growth of 14-16% and improved margins. Despite challenges like a memory supply crunch and geopolitical tensions, SMIC is positioned to benefit from China's push for technological self-sufficiency.

- Citi upgraded SMIC, China's largest semiconductor company, to Buy, citing strong domestic chip localization, rising AI demand, and improving pricing power.  
- The company reported a first-quarter revenue of $2.5 billion, up 12% year-on-year, with an improved gross margin of 20.1%.  
- SMIC's outlook for the second quarter indicates revenue growth of 14–16% sequentially, bolstered by increasing demand for various chip types amid challenges such as geopolitical tensions and a memory supply crunch.

Investing

ICBCCS CNI HK Connect Technology ETF

Hwabao WP CSI HK Connect Information Technology Composite ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Buy this China chip stock, Citi says

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DBS analyst Jim Hin Kwong Au has maintained a Buy rating for Semiconductor Manufacturing International (0981) with a price target of HK$87.40. The analyst, known for a 30.1% average return and 69.23% success rate, is part of a Strong Buy consensus for the stock, which has an average price target of HK$89.65.

- A report from Jim Hin Kwong Au at DBS maintains a Buy rating on Semiconductor Manufacturing International with a price target of HK$87.40.  
- Au is a 5-star analyst with an average return of 30.1% and a 69.23% success rate, focusing on the Technology sector.  
- The general analyst consensus for Semiconductor Manufacturing International indicates a Strong Buy rating with an average price target of HK$89.65.

XI2CSOPHSTECH

Micron Tech

BYD ELECTRONIC

ASMPT

New Buy Rating for Semiconductor Manufacturing International (0981), the Technology Giant

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Hwabao WP SSE STAR Chip ETF (589190) rose 1.5% in the morning session, with the latest price at 1.319 yuan and a turnover rate of 1.55%. SMIC rose over 4%, while stocks like Chipone and Cambricon performed well. The latest scale of the ETF reached 1.346 billion yuan, attracting 26.9095 million yuan in the past week, reflecting the overall performance of the STAR Market chip industry

同壁财经

Hwabao WP SSE STAR Chip ETF

STAR Chip Index

Piotech

Cambricon

VeriSilicon

AMEC

Biwin

Montage Technology

Hygon Information Technology

YUANJIE SEMICONDUCTOR

HWATSING

MONTAGE TECH

Reaching new highs again! Hwabao WP SSE STAR Chip ETF (589190) continued to rise by 1.5% in the morning session, and SMIC rose by over 4%

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BNP Paribas has rated SMICas Outperform, citing strong 1Q results and an optimistic 2Q revenue outlook driven by higher ASP and shipment volumes in consumer and IoT sectors. The report highlights SMIC's unique capability to support Huawei's Ascend 950 PR AI chip, predicting a revenue CAGR of 19% and earnings CAGR of 42% from 2026 to 2028, with a target price of HKD86.

AASTOCKS News

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BNP Paribas Rates SMIC  Outperform; Primary Engine to Power CN AI Ambition

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GIGADEVICE (603986) stock price rose by 6.78%, currently at 432 CNY/share, with a transaction volume of 9.296 billion CNY and a turnover rate of 3.28%. The company was established in 2005 and is a leading fabless semiconductor company focused on the development of memory technology and IC solutions

GIGADEVICE

GIGADEVICE (603986) rose by 6.78%, with a transaction volume of 9.296 billion and a turnover rate of 3.28%

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The China Merchants CSI HK Connect Information Technology Composite ETF (526050) rose 2.02% in the morning session on May 20, with constituent stocks such as GIGADEVICE and SMIC performing outstandingly. Analysis indicates that the global semiconductor market continues to grow, domestic storage leaders are accelerating their IPOs, and the outlook for the hard technology sector is optimistic. This ETF focuses on hard technology fields such as semiconductors and consumer electronics, excluding traditional internet companies, with clear value allocation

- On May 20, the Hong Kong stock market saw a divergence in technology sector performance, with the Hang Seng Technology ETF rising 2.02%.  
- Reports indicate that the semiconductor sector experienced a strong start, with notable gains from companies such as Zhaoyi Innovation and SMIC.  
- The growth in the global semiconductor market is driven by increasing demand for AI-related products, leading to improved device localization and a positive long-term outlook for hard technology sectors.

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The "non-internet stocks" Hong Kong Stock Connect Information Technology ETF China Merchants (526050) rose over 2%! GIGADEVICE and Aito led the gains

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As of May 20, 2026, the Hwabao WP SSE STAR Artificial Intelligence ETF (589520) is flat, with the latest price at 0.768 yuan and a turnover rate of 3.43%. This ETF closely tracks the STAR AI Index, with major components including Cambricon and Montage Technology. Cambricon has risen over 5%, and the overall performance reflects the active state of the artificial intelligence industry in the STAR Market

Hwabao WP SSE STAR Artificial Intelligence ETF

Roborock

Amlogic

Geovis

Kingsoft Office

SSE L&M&S Cap relative growth

FMSH

Intellifusion

Historical high! The Hwabao (589520) SSE STAR Artificial Intelligence ETF with the last digits 520 rose 0.91% against the market trend! Semiconductors surged strongly, with Cambricon leading the rise by over 5%

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FTXL

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Samsung workers are threatening an 18-day strike starting May 21, which could impact about 3% of global memory chip production. This news has positively affected competitors like Micron Technology, whose shares rose by 4.8%, reaching a market cap of $900 billion. Additionally, trading activity surged on the Hyperliquid platform, with MU contract trading volume hitting $140 million and open interest at $152 million. A whale took a significant long position in MU contracts, achieving a floating profit of $4.9 million, a 62% increase.

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Samsung Workers Threaten Strike, Impact on Global Chip Production Expected

TQQQ

The Invesco QQQ Trust ETF (QQQ) fell 0.61% in pre-market trading due to rising bond yields and pressure on chip stocks, following a 0.43% drop on Monday. Concerns were raised by Seagate Technology's CEO about meeting AI-led demand. Over the past five trading sessions, QQQ has declined 1.07%, but it remains up 35% year-over-year.

- The Invesco QQQ Trust ETF (QQQ), which tracks the Nasdaq 100 Index, fell 0.61% in pre-market trading due to concerns over rising bond yields and pressure on chip stocks.  
- The ETF lost 0.43% on Monday as technology and memory chip stocks declined after Seagate Technology's CEO expressed worries about meeting AI-related demand.  
- Despite a 1.07% drop over the past five sessions, QQQ has gained 35% over the past year.

GF Fund CNI Semiconductor Chips ETF(159801.SZ)