ChinaAMC Guozheng Semiconductor Chip ETF

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

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.

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

Goldman Sachs Raises SMIC Profit Forecasts, Maintains Buy Rating with HK$135 Target Price

SMIC to Participate in the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits

Citi Upgrades SMIC to 'Buy' with a Raised Target Price of HK$28

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Nvidia, valued at $5.5 trillion, is expected to continue its growth driven by its data center operations and strategic investments in AI infrastructure. By 2028, if its P/E ratio rises to 30, the stock could reach $430, doubling its current value. Nvidia's investments in companies like CoreWeave and Nokia position it as a comprehensive AI platform provider, enhancing its competitive edge in the evolving AI economy.

- Nvidia, with a market capitalization of $5.5 trillion, is the most valuable company globally, largely due to its data center operations that support advanced AI models.  
- The company is evolving from a chipmaker to a comprehensive AI infrastructure provider through significant investments, such as a $2 billion stake in CoreWeave and partnerships with Nokia, enhancing its market reach.  
- By 2028, Nvidia's stock price could potentially reach $430, reflecting its growth and diversified role in the AI economy, positioning it beyond just GPU manufacturing.

Motley Fool

T-Rex 2X Long NVIDIA Daily Target ETF

Invesco Semiconductors ETF

Spdr Select Tech

Direxion Daily NVDA Bull 2X Shares

ISHRS S&P Glb It

Guotai CES Semiconductor Chip Industry ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GraniteShares 2x Long NVDA Daily ETF

SPDR S&P Semicon

Global X Data Center & Dgtl Infrs ETF

China Southern CSI Semiconductor Industry Custom ETF

iShares US Digital Infrastructure and Real Estate ETF

Direxion Semicon Bull 3X

T-Rex 2X Inverse NVIDIA Daily Target ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

NVIDIA

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Lumentum

Coherent Corp.

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NVIDIA Corporation

Prediction: Nvidia Stock Will Be Worth This Much by the End of 2028

China's leading flash memory chipmaker, YMTC, has initiated pre-IPO coaching with CITIC Securities to prepare for a potential initial public offering, according to a regulatory filing.

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CITIC Securities Co., Ltd.

China's top flash-memory chipmaker YMTC begins pre-IPO coaching with investment bank

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SMICis optimistic about its operations this year due to strong customer demand and order backlog. The company faces a short supply of power management chips driven by AI demand, leading to order repatriation from overseas. Increased demand for domestic substitution in logic and networking chips, along with price hikes and inventory buildup by customers, further supports this positive outlook.

AASTOCKS News

Hwabao WP CSI HK Connect Information Technology Composite ETF

ICBCCS CNI HK Connect Technology ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

SMIC

SMIC HK SDR 5to1

SMIC : More Optimistic on Overall Operations This Year; AI Drives Power Management Chip Capacity into Short Supply

BEIJING, May 19 (Reuters) - China's ‌top ‌flash memory chipmaker ​YMTC has begun the so-called "tutoring" ‌process ⁠for a potential initial ⁠public offering, ​involving ​formal ​pre-IPO guidance ‌talks with an investment bank, a filing with ‌China's ​securities ​regulator ​showed ‌on Tuesday.(Reporting by ​Pan ​Che, Shi Bu ​and ‌Ryan WooEditing ​by Bernadette ​Baum)

Yahoo Finance

China's top flash-memory chipmaker YMTC begins pre-IPO coaching talks with investment bank

Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report to the China Securities Regulatory Commission (CSRC) in preparation for an IPO and stock market listing.

Unusual Whales

According to the website of the China Securities Regulatory Commission (CSRC), Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report in preparation for an IPO and stock market listing.

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

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Asian markets showed mixed results, with Singapore's Straits Times Index reaching a record high. Indonesia and South Korea's indices fell over 3%, lagging behind the region. Semiconductor shares faced pressure, particularly in Taiwan and Japan. The Reserve Bank of Australia paused future rate hikes amid economic concerns related to the Iran conflict. Overall, major indices fluctuated, with some markets like India's Nifty 50 and Australia's S&P/ASX 200 gaining, while others like Indonesia's IDX continued to decline.

Guotai CSI All Share Integrated Circuit ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Merchants CSI Semiconductor Industry ETF

Harvest SSE STAR Chip ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

Harvest CSI All Share Integrated Circuit ETF

Asian Markets Mixed; Singapore Hits Record High; Indonesia, S Korea Indices Each Slide Over 3% to Lag Region; Regional Semiconductor Shares Under Pressure

Hedge funds are significantly increasing their investments in the semiconductor sector, with exposure reaching a record 19% of total global hedge fund market. Major players like Susquehanna, Goldman Sachs, and BNP Paribas have substantially boosted their holdings in the SOXX ETF. This shift marks a dramatic change from previous years, as semiconductor stocks now dominate hedge fund portfolios, reflecting a strong bullish sentiment in the market.

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Micron Tech

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

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

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Hedge Funds Go 'All-In' On Semiconductors As SOXX Exposure Hits Record Highs

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According to PANews, a comprehensive 97-page report by Bernstein has identified connectivity in AI data centers as the new bottleneck, replacing computing power. The report suggests that copper and optical interconnections will coexist in the long term. While the direction for Co-Packaged Optics (CPO) is clear, large-scale deployment is not expected until after 2028. More certain performance in 2026 is anticipated in areas such as Printed Circuit Boards (PCB), Ajinomoto Build-up Film (ABF), and Low Power Optics/Non-Power Optics (LPO/NPO).

CoinLive

Invesco PHLX Semiconductor ETF

GF Fund CNI Semiconductor Chips ETF

Direxion Daily AVGO Bull 2X Shares

AllianceBernstein

Bernstein Report Highlights AI Data Center Connectivity as New Bottleneck

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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

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

ChinaAMC Guozheng Semiconductor Chip ETF(159995.SZ)

Prediction: Nvidia Stock Will Be Worth This Much by the End of 2028

China's top flash-memory chipmaker YMTC begins pre-IPO coaching with investment bank

SMIC : More Optimistic on Overall Operations This Year; AI Drives Power Management Chip Capacity into Short Supply

China's top flash-memory chipmaker YMTC begins pre-IPO coaching talks with investment bank

According to the website of the China Securities Regulatory Commission (CSRC), Yangtze Memory Holdings, the parent company of YMTC, has submitted a listing tutoring report in preparation for an IPO and stock market listing.

YMTC STARTS LISTING COUNSELLING PROCEDURE - DOCUMENT RELEASED BY CHINA SECURITIES REGULATOR (

Asian Markets Mixed; Singapore Hits Record High; Indonesia, S Korea Indices Each Slide Over 3% to Lag Region; Regional Semiconductor Shares Under Pressure

Hedge Funds Go 'All-In' On Semiconductors As SOXX Exposure Hits Record Highs

Bernstein Report Highlights AI Data Center Connectivity as New Bottleneck

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