GF CSI All Share Information Technology ETF

SMIC Applies for a Patent on Packaging Structure and Method

Report indicates Mainland China's IC design market share has surpassed Taiwan, benefiting local foundries like SMIC

SMIC Issues a Progress Announcement on Matters Concerning the Purchase of Assets and Connected Transactions

Major semiconductor industry conference IEDM 2025 is about to take place

Zhongju Core: Company products are now stably supplied to SMIC, SK Hynix, and other enterprises

SMIC Shanghai applies for a patent related to planarization process compensation

Capital flow data shows continuous selling of SMIC by Southbound funds

SMIC Applies for Patents Related to CMOS Image Sensors

SMIC Plans to Issue Shares to Acquire 49% Equity of SMIC North

Data shows SMIC received net purchases of over 100 million yuan from leveraged funds

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

Huatong Securities International Gives SMIC a "Hold" Rating, Citing Q3 Profit Pressure

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

688256

DPSK

JP Morgan stated that DeepSeek V3.2 achieves architectural revolution through sparse attention mechanisms, with reasoning capabilities reaching GPT-5 levels. The cost is only $0.28 per million tokens input, and API prices have decreased by 30-70%, with long text reasoning costs plummeting by 6-10 times. More importantly, it has achieved "Day-0" support for domestic chips such as Huawei Ascend and Cambricon for the first time, breaking the dependence on Nvidia

Wallstreetcn

Cambricon

DeepSeek

The second wave of DeepSeek impact: V3.2 rewrites China's cloud ecosystem and chip ecosystem

Cambricon Technologies to Triple AI Chip Production to Fill Nvidia Void

marketscreener

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.

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